Kestra Advisory Services’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Kestra Advisory Services’s Portfolio XC Stock Details XC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$709K	Sell	22,375 -1,263	-5%	-$40.4K	﹤0.01%	2062
2026 Q1	$737K	Sell	23,638 -695	-3%	-$22.9K	﹤0.01%	1945
2025 Q4	$789K	Buy	24,333 +3,203	+15%	+$110K	﹤0.01%	1826
2025 Q3	$732K	Sell	21,130 -1,480	-7%	-$50.8K	﹤0.01%	1802
2025 Q2	$778K	Buy	22,610 +125	+0.6%	+$3.94K	﹤0.01%	1653
2025 Q1	$668K	Buy	22,485 +10,893	+94%	+$334K	﹤0.01%	1638
2024 Q4	$356K	Sell	11,592 -18	-0.2%	-$577	﹤0.01%	2113
2024 Q3	$383K	Buy	11,610 +485	+4%	+$15.8K	﹤0.01%	1936
2024 Q2	$357K	Buy	+11,125	New	+$344K	﹤0.01%	2016

Other funds holding XC

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Kestra Advisory Services's XC Position: Q2 2026 in Review

Kestra Advisory Services reduced its WisdomTree True Emerging Markets Fund (XC) stake by 5.3% in Q2 2026, selling an estimated $40.4K and leaving 22,375 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Kestra Advisory Services first reported a position in XC in Q2 2024 and has held it in 9 quarters since. The position peaked at $789K in Q4 2025. 29 funds tracked by Wall St. Rank hold XC as of Q2 2026.

Kestra Advisory Services held 22,375 shares of WisdomTree True Emerging Markets Fund worth $709K as of Q2 2026.
Kestra Advisory Services sold 1,263 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $40.4K.
WisdomTree True Emerging Markets Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2062 holding.
Kestra Advisory Services first reported a position in WisdomTree True Emerging Markets Fund in Q2 2024 and has held it in 9 quarters since.
Kestra Advisory Services's WisdomTree True Emerging Markets Fund position peaked at $789K in Q4 2025.
29 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.