Kathleen S. Wright Associates’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$26.6K	Hold	700	–	–	0.01%	179
2025 Q2	$24.1K	Hold	700	–	–	0.01%	186
2025 Q1	$21.6K	Sell	700 -2,000	-74%	-$62.1K	0.01%	187
2024 Q4	$82.3K	Hold	2,700	–	–	0.03%	132
2024 Q3	$89.2K	Hold	2,700	–	–	0.04%	128
2024 Q2	$82.7K	Hold	2,700	–	–	0.04%	129
2024 Q1	$79.5K	Sell	2,700 -117	-4%	-$3.33K	0.04%	123
2023 Q4	$81.4K	Sell	2,817 -4,715	-63%	-$128K	0.04%	113
2023 Q3	$201K	Sell	7,532 -28,570	-79%	-$803K	0.11%	95
2023 Q2	$1.01M	Sell	36,102 -1,453	-4%	-$40.2K	0.64%	40
2023 Q1	$1.05M	Sell	37,555 -1,873	-5%	-$52.6K	0.69%	41
2022 Q4	$1.05M	Sell	39,428 -6,793	-15%	-$176K	0.71%	38
2022 Q3	$1.14M	Sell	46,221 -1,150	-2%	-$32.1K	0.92%	33
2022 Q2	$1.36M	Sell	47,371 -9,605	-17%	-$289K	1.14%	27
2022 Q1	$1.86M	Buy	56,976 +12,320	+28%	+$428K	1.36%	21
2021 Q4	$1.65M	Buy	+44,656	New	+$1.68M	1.21%	25

Other funds holding XSOE

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Kathleen S. Wright Associates's XSOE Position: Q3 2025 in Review

Kathleen S. Wright Associates held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q3 2025 at 700 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #179.

Kathleen S. Wright Associates first reported a position in XSOE in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.86M in Q1 2022. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

Kathleen S. Wright Associates held 700 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $26.6K as of Q3 2025.
Kathleen S. Wright Associates left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q3 2025.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #179 holding.
Kathleen S. Wright Associates first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.86M in Q1 2022.
220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.