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Insight Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Insight Advisors’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 		– Sell
-99,595
Closed -$3.89M – 294
2025
Q4 		$3.89M Sell
99,595
-743
-0.7% -$28.7K 0.59% 32
2025
Q3 		$3.81M Buy
100,338
+188
+0.2% +$6.73K 0.58% 29
2025
Q2 		$3.45M Buy
100,150
+3,504
+4% +$112K 0.55% 28
2025
Q1 		$2.98M Buy
96,646
+9,515
+11% +$295K 0.52% 30
2024
Q4 		$2.67M Buy
87,131
+5,686
+7% +$182K 0.45% 34
2024
Q3 		$2.69M Buy
81,445
+4,291
+6% +$133K 0.46% 36
2024
Q2 		$2.36M Buy
77,154
+11,256
+17% +$338K 0.43% 39
2024
Q1 		$1.94M Buy
65,898
+11,285
+21% +$322K 0.37% 48
2023
Q4 		$1.58M Sell
54,613
-17,463
-24% -$475K 0.33% 51
2023
Q3 		$1.92M Buy
72,076
+3,803
+6% +$107K 0.44% 35
2023
Q2 		$1.91M Buy
68,273
+16,400
+32% +$454K 0.43% 37
2023
Q1 		$1.44M Buy
51,873
+7,209
+16% +$202K 0.34% 49
2022
Q4 		$1.2M Sell
44,664
-25,970
-37% -$675K 0.42% 58
2022
Q3 		$1.74M Sell
70,634
-89
-0.1% -$2.48K 0.68% 33
2022
Q2 		$2.04M Buy
70,723
+1,491
+2% +$44.9K 0.69% 31
2022
Q1 		$2.26M Buy
69,232
+4,110
+6% +$143K 0.68% 31
2021
Q4 		$2.4M Buy
65,122
+2,198
+3% +$82.6K 0.71% 33
2021
Q3 		$2.4M Buy
62,924
+1,901
+3% +$74.5K 0.72% 31
2021
Q2 		$2.4M Buy
61,023
+3,177
+5% +$131K 0.75% 31
2021
Q1 		$2.38M Buy
57,846
+5,562
+11% +$235K 0.75% 30
2020
Q4 		$2.07M Buy
+52,284
New +$1.92M 0.78% 27

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

Insight Advisors's XSOE Position: Q1 2026 in Review

Insight Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026, closing a stake of 99,595 shares — an estimated $3.89M sold.

Insight Advisors first reported a position in XSOE in Q4 2020 and held it in 21 quarters. The position peaked at $3.89M in Q4 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Insight Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
  • Insight Advisors sold 99,595 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $3.89M.
  • Insight Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and held it in 21 quarters.
  • Insight Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.89M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.