MWM
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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
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% +$9.93K 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

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MBE Wealth Management's XSOE Position: Q2 2026 in Review

MBE Wealth Management held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 13,586 shares worth $668K. The position accounts for 0.23% of the portfolio, ranked #62.

MBE Wealth Management first reported a position in XSOE in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.5M in Q2 2021. 90 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • MBE Wealth Management held 13,586 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $668K as of Q2 2026.
  • MBE Wealth Management 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 0.23% of MBE Wealth Management's portfolio in Q2 2026, its #62 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 26 quarters since.
  • MBE Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $11.5M in Q2 2021.
  • 90 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.