Larson Financial Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Larson Financial Group’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	$58.6K	Sell	1,191 -43	-3%	-$2K	﹤0.01%	1449
2026 Q1	$49.5K	Buy	1,234 +2	+0.2%	+$83	﹤0.01%	1361
2025 Q4	$48.1K	Buy	1,232 +7	+0.6%	+$270	﹤0.01%	1248
2025 Q3	$46.5K	Buy	1,225 +6	+0.5%	+$215	﹤0.01%	1191
2025 Q2	$42K	Buy	1,219 +5	+0.4%	+$160	﹤0.01%	1144
2025 Q1	$37.5K	Buy	1,214 +1	+0.1%	+$31	﹤0.01%	1132
2024 Q4	$37K	Buy	1,213 +4	+0.3%	+$128	﹤0.01%	993
2024 Q3	$39.9K	Buy	1,209 +5	+0.4%	+$155	﹤0.01%	971
2024 Q2	$36.9K	Buy	+1,204	New	+$36.1K	﹤0.01%	881
2021 Q1	–	Sell	-59	Closed	-$2K	–	938
2020 Q4	$2K	Hold	59	–	–	﹤0.01%	659
2020 Q3	$2K	Sell	59 -5	-8%	-$166	﹤0.01%	622
2020 Q2	$2K	Buy	+64	New	+$1.75K	﹤0.01%	579

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

Larson Financial Group's XSOE Position: Q2 2026 in Review

Larson Financial Group reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.5% in Q2 2026, selling an estimated $2K and leaving 1,191 shares worth $58.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Larson Financial Group first reported a position in XSOE in Q2 2020 and has held it in 12 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Larson Financial Group held 1,191 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $58.6K as of Q2 2026.
Larson Financial Group sold 43 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $2K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1449 holding.
Larson Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 12 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.