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

MBE Wealth 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 Q3	$637K	Hold	13,586	–	–	0.22%	64
2026 Q2	$668K	Hold	13,586	–	–	0.23%	62
2026 Q1	$545K	Hold	13,586	–	–	0.23%	59
2025 Q4	$530K	Sell	13,586 -38	-0.3%	-$1.47K	0.22%	62
2025 Q3	$517K	Hold	13,624	–	–	0.22%	63
2025 Q2	$470K	Sell	13,624 -1,267	-9%	-$40.6K	0.2%	65
2025 Q1	$460K	Hold	14,891	–	–	0.22%	58
2024 Q4	$454K	Sell	14,891 -70	-0.5%	-$2.24K	0.26%	51
2024 Q3	$494K	Hold	14,961	–	–	0.27%	53
2024 Q2	$458K	Sell	14,961 -50	-0.3%	-$1.5K	0.28%	50
2024 Q1	$442K	Sell	15,011 -1,468	-9%	-$41.8K	0.27%	54
2023 Q4	$476K	Sell	16,479 -75	-0.5%	-$2.04K	0.24%	50
2023 Q3	$441K	Hold	16,554	–	–	0.25%	45
2023 Q2	$463K	Buy	16,554 +87	+0.5%	+$2.41K	0.25%	46
2023 Q1	$458K	Sell	16,467 -129	-0.8%	-$3.62K	0.27%	39
2022 Q4	$443K	Sell	16,596 -1,215	-7%	-$31.6K	0.29%	37
2022 Q3	$439K	Sell	17,811 -2,621	-13%	-$73.2K	0.32%	32
2022 Q2	$586K	Sell	20,432 -1,518	-7%	-$45.7K	0.41%	27
2022 Q1	$717K	Sell	21,950 -8,557	-28%	-$297K	0.43%	25
2021 Q4	$1.12M	Sell	30,507 -266,084	-90%	-$10M	0.58%	15
2021 Q3	$11.1M	Buy	296,591 +22,475	+8%	+$881K	5.64%	6
2021 Q2	$11.5M	Buy	274,116 +112,958	+70%	+$4.67M	5.97%	6
2021 Q1	$6.56M	Buy	161,158 +2,144	+1%	+$90.6K	3.56%	8
2020 Q4	$6.31M	Sell	159,014 -1,382	-0.9%	-$50.8K	4.27%	7
2020 Q3	$4.8M	Buy	160,396 +299	+0.2%	+$9.9K	4.03%	8
2020 Q2	$4.79M	Buy	160,097 +6,538	+4%	+$179K	4.03%	8
2020 Q1	$3.75M	Buy	+153,559	New	+$4.47M	3.57%	7

Other funds holding XSOE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Warren Street Wealth Advisors Newport Beach, California $510M AUM 20.51% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

MBE Wealth Management's XSOE Position: Q3 2026 in Review

MBE Wealth Management held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q3 2026 at 13,586 shares worth $637K. The position accounts for 0.22% of the portfolio, ranked #64.

MBE Wealth Management first reported a position in XSOE in Q1 2020 and has held it in 27 quarters since. The position peaked at $11.5M in Q2 2021. 132 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

MBE Wealth Management held 13,586 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $637K as of Q3 2026.
MBE Wealth Management left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.22% of MBE Wealth Management's portfolio in Q3 2026, its #64 holding.
MBE Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and has held it in 27 quarters since.
MBE Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $11.5M in Q2 2021.
132 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.