MFG
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Merit Financial Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Merit Financial Group’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 		$3.29M Sell
66,955
-69,894
-51% -$3.25M 0.02% 556
2026
Q1 		$5.49M Sell
136,849
-9,477
-6% -$394K 0.04% 364
2025
Q4 		$5.71M Buy
146,326
+138,041
+1,666% +$5.33M 0.05% 331
2025
Q3 		$314K Sell
8,285
-249
-3% -$8.92K ﹤0.01% 1424
2025
Q2 		$294K Sell
8,534
-1,858
-18% -$59.5K ﹤0.01% 1348
2025
Q1 		$321K Sell
10,392
-33
-0.3% -$1.02K ﹤0.01% 1096
2024
Q4 		$318K Sell
10,425
-866
-8% -$27.7K 0.01% 904
2024
Q3 		$373K Buy
11,291
+24
+0.2% +$746 0.01% 628
2024
Q2 		$345K Sell
11,267
-131
-1% -$3.93K 0.01% 678
2024
Q1 		$346K Sell
11,398
-819
-7% -$23.3K 0.01% 657
2023
Q4 		$353K Sell
12,217
-5,315
-30% -$145K 0.01% 578
2023
Q3 		$468K Sell
17,532
-2,750
-14% -$77.3K 0.02% 474
2023
Q2 		$567K Sell
20,282
-6,205
-23% -$172K 0.02% 437
2023
Q1 		$737K Sell
26,487
-7,403
-22% -$208K 0.03% 330
2022
Q4 		$904K Sell
33,890
-669
-2% -$17.4K 0.03% 313
2022
Q3 		$851K Buy
+34,559
New +$965K 0.04% 277
2022
Q2 		– Sell
-14,116
Closed -$461K – 606
2022
Q1 		$461K Buy
+14,116
New +$490K 0.03% 249
2020
Q2 		– Sell
-22,291
Closed -$544K – 246
2020
Q1 		$544K Buy
+22,291
New +$649K 0.06% 115

Other funds holding XSOE

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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
C1AG
Client 1st Advisory Group Dunedin, Florida $384M AUM 22.43% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
SG
Sherry Group Mountain Home, Arkansas $102M AUM
FFC
First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return
NFG
Northbridge Financial Group Tampa, Florida $261M AUM

Merit Financial Group's XSOE Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 51% in Q2 2026, selling an estimated $3.25M and leaving 66,955 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #556.

Merit Financial Group first reported a position in XSOE in Q1 2020 and has held it in 18 quarters since. The position peaked at $5.71M in Q4 2025. 30 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Merit Financial Group held 66,955 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.29M as of Q2 2026.
  • Merit Financial Group sold 69,894 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $3.25M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #556 holding.
  • Merit Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and has held it in 18 quarters since.
  • Merit Financial Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $5.71M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.