Mercer Global Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Mercer Global Advisors’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	$1.12M	Buy	27,919 +19,492	+231%	+$811K	﹤0.01%	1503
2025 Q4	$329K	Sell	8,427 -1,747	-17%	-$67.5K	﹤0.01%	2159
2025 Q3	$386K	Buy	+10,174	New	+$364K	﹤0.01%	1920
2022 Q3	–	Sell	-29,338	Closed	-$841K	–	1925
2022 Q2	$841K	Buy	29,338 +292	+1%	+$8.79K	0.01%	920
2022 Q1	$949K	Sell	29,046 -70	-0.2%	-$2.43K	0.01%	922
2021 Q4	$1.07M	Sell	29,116 -11,427	-28%	-$429K	0.01%	854
2021 Q3	$1.51M	Sell	40,543 -21,545	-35%	-$844K	0.01%	717
2021 Q2	$2.61M	Buy	62,088 +3,190	+5%	+$132K	0.02%	490
2021 Q1	$2.4M	Buy	+58,898	New	+$2.49M	0.02%	470

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Mercer Global Advisors's XSOE Position: Q1 2026 in Review

Mercer Global Advisors increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 231% in Q1 2026, buying an estimated $811K and bringing the position to 27,919 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Mercer Global Advisors first reported a position in XSOE in Q1 2021 and has held it in 9 quarters since. The position peaked at $2.61M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Mercer Global Advisors held 27,919 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.12M as of Q1 2026.
Mercer Global Advisors bought 19,492 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $811K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1503 holding.
Mercer Global Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 9 quarters since.
Mercer Global Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2.61M in Q2 2021.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.