Independent Advisor Alliance’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-21,501	Closed	-$862K	–	1643
2026 Q1	$862K	Buy	+21,501	New	+$895K	0.01%	897
2025 Q1	–	Sell	-61,594	Closed	-$1.88M	–	1392
2024 Q4	$1.88M	Buy	+61,594	New	+$1.97M	0.02%	525

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Independent Advisor Alliance's XSOE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026, closing a stake of 21,501 shares — an estimated $862K sold.

Independent Advisor Alliance first reported a position in XSOE in Q4 2024 and held it in 2 quarters. The position peaked at $1.88M in Q4 2024. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Independent Advisor Alliance reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 21,501 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $862K.
Independent Advisor Alliance first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.88M in Q4 2024.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.