KPP Advisory Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

KPP Advisory Services’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	$272K	Hold	5,537	–	–	0.03%	318
2026 Q1	$222K	Sell	5,537 -128	-2%	-$5.33K	0.03%	323
2025 Q4	$221K	Buy	5,665 +1	+0%	+$39	0.03%	311
2025 Q3	$215K	Sell	5,664 -180	-3%	-$6.45K	0.03%	315
2025 Q2	$201K	Buy	+5,844	New	+$187K	0.03%	298

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

KPP Advisory Services's XSOE Position: Q2 2026 in Review

KPP Advisory Services held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 5,537 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #318.

KPP Advisory Services first reported a position in XSOE in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

KPP Advisory Services held 5,537 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $272K as of Q2 2026.
KPP Advisory Services left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #318 holding.
KPP Advisory Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.