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Koss-Olinger Consulting’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Koss-Olinger Consulting’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 		– Sell
-29,262
Closed -$1.17M – 261
2026
Q1 		$1.17M Sell
29,262
-221
-0.7% -$9.2K 0.1% 76
2025
Q4 		$1.15M Sell
29,483
-18,381
-38% -$710K 0.09% 83
2025
Q3 		$1.65M Hold
47,864
– – 0.14% 92
2025
Q2 		$1.65M Sell
47,864
-1,519
-3% -$48.6K 0.14% 92
2025
Q1 		$1.52M Buy
49,383
+180
+0.4% +$5.59K 0.13% 92
2024
Q4 		$1.5M Buy
49,203
+393
+0.8% +$12.6K 0.13% 79
2024
Q3 		$1.61M Buy
48,810
+1,823
+4% +$56.6K 0.14% 83
2024
Q2 		$1.44M Buy
+46,987
New +$1.41M 0.13% 84
2024
Q1 		– Sell
-44,987
Closed -$1.3M – 327
2023
Q4 		$1.3M Buy
44,987
+10
+0% +$272 0.13% 88
2023
Q3 		$1.2M Buy
44,977
+802
+2% +$22.5K 0.18% 69
2023
Q2 		$1.24M Buy
44,175
+2,616
+6% +$72.4K 0.14% 73
2023
Q1 		$1.16M Buy
41,559
+910
+2% +$25.5K 0.14% 79
2022
Q4 		$1.08M Buy
40,649
+3,244
+9% +$84.3K 0.16% 78
2022
Q3 		$921K Buy
+37,405
New +$1.04M 0.16% 58
2022
Q2 		– Sell
-29,750
Closed -$972K – 212
2022
Q1 		$972K Buy
29,750
+4,188
+16% +$145K 0.16% 62
2021
Q4 		$942K Sell
25,562
-1,425
-5% -$53.6K 0.15% 57
2021
Q3 		$1.01M Buy
26,987
+1,403
+5% +$55K 0.16% 56
2021
Q2 		$1.08M Buy
25,584
+2,194
+9% +$90.7K 0.16% 75
2021
Q1 		$952K Buy
+23,390
New +$988K 0.16% 77

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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

Koss-Olinger Consulting's XSOE Position: Q2 2026 in Review

Koss-Olinger Consulting sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026, closing a stake of 29,262 shares — an estimated $1.17M sold.

Koss-Olinger Consulting first reported a position in XSOE in Q1 2021 and held it in 19 quarters. The position peaked at $1.65M in Q2 2025. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Koss-Olinger Consulting reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2026 after selling out during the quarter.
  • Koss-Olinger Consulting sold 29,262 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.17M.
  • Koss-Olinger Consulting first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 19 quarters.
  • Koss-Olinger Consulting's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.65M in Q2 2025.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.