Leo Wealth LLC’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Leo Wealth LLC’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 Q1	$3.21M	Buy	80,130 +16,684	+26%	+$694K	0.23%	83
2025 Q4	$2.48M	Buy	63,446 +54,781	+632%	+$2.12M	0.18%	99
2025 Q3	$329K	Sell	8,665 -52,332	-86%	-$1.87M	0.04%	220
2025 Q2	$2.1M	Buy	60,997 +52,662	+632%	+$1.69M	0.16%	111
2025 Q1	$257K	Sell	8,335 -50,470	-86%	-$1.57M	0.04%	236
2024 Q4	$1.79M	Buy	58,805 +1,144	+2%	+$36.6K	0.16%	110
2024 Q3	$1.9M	Buy	57,661 +995	+2%	+$30.9K	0.17%	97
2024 Q2	$1.74M	Sell	56,666 -4,572	-7%	-$137K	0.18%	102
2024 Q1	$1.81M	Buy	61,238 +2,752	+5%	+$78.4K	0.19%	95
2023 Q4	$1.72M	Buy	+58,486	New	+$1.59M	0.18%	92

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Leo Wealth LLC's XSOE Position: Q1 2026 in Review

Leo Wealth LLC increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 26% in Q1 2026, buying an estimated $694K and bringing the position to 80,130 shares worth $3.21M. The position accounts for 0.23% of the portfolio, ranked #83.

Leo Wealth LLC first reported a position in XSOE in Q4 2023 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Leo Wealth LLC held 80,130 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.21M as of Q1 2026.
Leo Wealth LLC bought 16,684 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $694K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.23% of Leo Wealth LLC's portfolio in Q1 2026, its #83 holding.
Leo Wealth LLC first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 10 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.