Keel Point’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Keel Point’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	$1.64M	Buy	+33,348	New	+$1.55M	0.1%	127

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

Keel Point's XSOE Position: Q2 2026 in Review

Keel Point opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026: 33,348 shares worth $1.64M. The stake represents 0.1% of the portfolio and ranks #127 among its holdings.

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

Keel Point held 33,348 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.64M as of Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Keel Point position in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.1% of Keel Point's portfolio in Q2 2026, its #127 holding.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.