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IHT Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

IHT Wealth Management’s Portfolio XSOE Stock Details XSOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$965K Sell
24,076
-180
-0.7% -$7.49K 0.02% 585
2025
Q4 		$955K Sell
24,256
-72
-0.3% -$2.78K 0.02% 554
2025
Q3 		$926K Sell
24,328
-19
-0.1% -$680 0.02% 553
2025
Q2 		$839K Sell
24,347
-934
-4% -$29.9K 0.02% 546
2025
Q1 		$783K Sell
25,281
-3,390
-12% -$105K 0.02% 537
2024
Q4 		$874K Sell
28,671
-234
-0.8% -$7.5K 0.03% 498
2024
Q3 		$954K Buy
28,905
+294
+1% +$9.13K 0.03% 517
2024
Q2 		$874K Sell
28,611
-2,163
-7% -$64.9K 0.03% 469
2024
Q1 		$907K Sell
30,774
-4,135
-12% -$118K 0.04% 456
2023
Q4 		$1.01M Buy
34,909
+6,774
+24% +$184K 0.04% 386
2023
Q3 		$750K Buy
28,135
+754
+3% +$21.2K 0.04% 423
2023
Q2 		$765K Sell
27,381
-6,496
-19% -$180K 0.04% 407
2023
Q1 		$943K Buy
33,877
+6,488
+24% +$182K 0.05% 323
2022
Q4 		$731K Sell
27,389
-9,546
-26% -$248K 0.05% 377
2022
Q3 		$909K Buy
36,935
+9,178
+33% +$256K 0.07% 306
2022
Q2 		$796K Buy
27,757
+13,776
+99% +$415K 0.07% 282
2022
Q1 		$457K Sell
13,981
-9,174
-40% -$318K 0.03% 436
2021
Q4 		$853K Sell
23,155
-7,533
-25% -$283K 0.06% 300
2021
Q3 		$1.15M Sell
30,688
-13,597
-31% -$533K 0.09% 224
2021
Q2 		$1.86M Sell
44,285
-33,430
-43% -$1.38M 0.12% 177
2021
Q1 		$3.16M Buy
77,715
+50,805
+189% +$2.15M 0.23% 96
2020
Q4 		$1.28M Sell
26,910
-6,799
-20% -$250K 0.11% 205
2020
Q3 		$1.14M Buy
33,709
+3,659
+12% +$122K 0.11% 188
2020
Q2 		$899K Buy
30,050
+6,773
+29% +$185K 0.12% 179
2020
Q1 		$568K Sell
23,277
-1,456
-6% -$42.4K 0.08% 264
2019
Q4 		$772K Sell
24,733
-606
-2% -$17.8K 0.09% 256
2019
Q3 		$701K Sell
25,339
-238
-0.9% -$6.67K 0.1% 248
2019
Q2 		$738K Buy
25,577
+854
+3% +$24.4K 0.11% 220
2019
Q1 		$713K Buy
24,723
+5,936
+32% +$165K 0.12% 201
2018
Q4 		$480K Buy
+18,787
New +$490K 0.09% 255

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

IHT Wealth Management's XSOE Position: Q1 2026 in Review

IHT Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.74% in Q1 2026, selling an estimated $7.49K and leaving 24,076 shares worth $965K. The position accounts for 0.02% of the portfolio, ranked #585.

IHT Wealth Management first reported a position in XSOE in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.16M in Q1 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • IHT Wealth Management held 24,076 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $965K as of Q1 2026.
  • IHT Wealth Management sold 180 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $7.49K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #585 holding.
  • IHT Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2018 and has held it in 30 quarters since.
  • IHT Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.16M in Q1 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.