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Lodestar Private Asset Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Lodestar Private Asset Management’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 		$8.76M Sell
178,086
-27,095
-13% -$1.26M 0.76% 36
2026
Q1 		$8.23M Sell
205,181
-35,707
-15% -$1.49M 0.81% 35
2025
Q4 		$9.4M Sell
240,888
-68,382
-22% -$2.64M 0.94% 30
2025
Q3 		$11.7M Buy
309,270
+11,933
+4% +$427K 1.23% 27
2025
Q2 		$10.3M Buy
297,337
+13,351
+5% +$428K 1.18% 28
2025
Q1 		$8.77M Buy
283,986
+2,261
+0.8% +$70.2K 1.1% 30
2024
Q4 		$8.59M Buy
281,725
+2,369
+0.8% +$75.9K 1.07% 29
2024
Q3 		$9.23M Buy
279,356
+559
+0.2% +$17.4K 1.18% 26
2024
Q2 		$8.54M Sell
278,797
-990
-0.4% -$29.7K 1.18% 24
2024
Q1 		$8.24M Buy
279,787
+1,793
+0.6% +$51.1K 1.18% 23
2023
Q4 		$8.03M Buy
277,994
+20,225
+8% +$550K 1.23% 22
2023
Q3 		$6.87M Sell
257,769
-20,723
-7% -$582K 1.18% 23
2023
Q2 		$7.78M Sell
278,492
-2,404
-0.9% -$66.6K 1.31% 24
2023
Q1 		$7.82M Buy
280,896
+6,708
+2% +$188K 1.4% 20
2022
Q4 		$7.32M Buy
+274,188
New +$7.12M 1.4% 21

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

Lodestar Private Asset Management's XSOE Position: Q2 2026 in Review

Lodestar Private Asset Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 13% in Q2 2026, selling an estimated $1.26M and leaving 178,086 shares worth $8.76M. The position accounts for 0.76% of the portfolio, ranked #36.

Lodestar Private Asset Management first reported a position in XSOE in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.7M in Q3 2025. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Lodestar Private Asset Management held 178,086 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $8.76M as of Q2 2026.
  • Lodestar Private Asset Management sold 27,095 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.26M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.76% of Lodestar Private Asset Management's portfolio in Q2 2026, its #36 holding.
  • Lodestar Private Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2022 and has held it in 15 quarters since.
  • Lodestar Private Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $11.7M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.