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

Institute for 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
Q2 		$32K Buy
+650
New +$30.2K ﹤0.01% 996

Other funds holding XSOE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

Institute for Wealth Management's XSOE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026: 650 shares worth $32K. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

153 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Institute for Wealth Management held 650 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $32K as of Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #996 holding.
  • 153 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.