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Meitav Investment House’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Meitav Investment House’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 		$20.6M Sell
418,672
-158,590
-27% -$7.37M 0.14% 94
2026
Q1 		$23.1M Sell
577,262
-144
-0% -$5.99K 0.25% 66
2025
Q4 		$22.5M Sell
577,406
-603,736
-51% -$23.3M 0.26% 71
2025
Q3 		$44.8M Buy
1,181,142
+141
+0% +$5.05K 0.59% 45
2025
Q2 		$40.7M Hold
1,181,001
– – 0.55% 44
2025
Q1 		$36.5M Hold
1,181,001
– – 0.67% 41
2024
Q4 		$36M Sell
1,181,001
-69,122
-6% -$2.21M 0.61% 49
2024
Q3 		$41.3M Hold
1,250,123
– – 0.69% 43
2024
Q2 		$38.3M Sell
1,250,123
-113,653
-8% -$3.41M 0.68% 46
2024
Q1 		$40.2M Buy
1,363,776
+4,598
+0.3% +$131K 0.79% 43
2023
Q4 		$39.3M Sell
1,359,178
-4,253
-0.3% -$116K 0.58% 57
2023
Q3 		$36.7M Sell
1,363,431
-17,431
-1% -$490K 0.59% 54
2023
Q2 		$38.3M Buy
1,380,862
+46,270
+3% +$1.28M 0.61% 48
2023
Q1 		$36.9M Buy
1,334,592
+6,390
+0.5% +$179K 0.64% 50
2022
Q4 		$36.1M Sell
1,328,202
-232,057
-15% -$6.03M 0.62% 50
2022
Q3 		$38.8M Sell
1,560,259
-48,391
-3% -$1.35M 0.68% 42
2022
Q2 		$46.1M Sell
1,608,650
-419,048
-21% -$12.6M 0.79% 34
2022
Q1 		$66.2M Buy
2,027,698
+66,230
+3% +$2.3M 0.98% 28
2021
Q4 		$72.4M Buy
1,961,468
+38,048
+2% +$1.43M 1.18% 24
2021
Q3 		$71.8M Buy
1,923,420
+1,917,521
+32,506% +$75.1M 1.18% 20
2021
Q2 		$248K Hold
5,899
– – 0.01% 375
2021
Q1 		$240K Buy
+5,899
New +$249K 0.01% 341

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

Meitav Investment House's XSOE Position: Q2 2026 in Review

Meitav Investment House reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 27% in Q2 2026, selling an estimated $7.37M and leaving 418,672 shares worth $20.6M. The position accounts for 0.14% of the portfolio, ranked #94.

Meitav Investment House first reported a position in XSOE in Q1 2021 and has held it in 22 quarters since. The position peaked at $72.4M in Q4 2021. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Meitav Investment House held 418,672 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $20.6M as of Q2 2026.
  • Meitav Investment House sold 158,590 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $7.37M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.14% of Meitav Investment House's portfolio in Q2 2026, its #94 holding.
  • Meitav Investment House first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 22 quarters since.
  • Meitav Investment House's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $72.4M in Q4 2021.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.