Michael S. Ryan Inc
XSOE icon

Michael S. Ryan Inc’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Michael S. Ryan Inc’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 		$22.9M Sell
487,826
-23,372
-5% -$1.1M 11.53% 3
2026
Q2 		$25.1M Buy
511,198
+3,042
+0.6% +$141K 12.55% 3
2026
Q1 		$20.4M Buy
508,156
+38,261
+8% +$1.59M 11.86% 3
2025
Q4 		$18.3M Buy
469,895
+6,033
+1% +$233K 10.61% 4
2025
Q3 		$17.6M Sell
463,862
-2,646
-0.6% -$94.8K 10.5% 4
2025
Q2 		$16.1M Buy
466,508
+157,140
+51% +$5.03M 10.22% 4
2025
Q1 		$9.6M Buy
309,368
+6,566
+2% +$204K 6.68% 7
2024
Q4 		$9.23M Buy
302,802
+9,973
+3% +$319K 6.28% 6
2024
Q3 		$9.7M Buy
292,829
+7,190
+3% +$223K 6.74% 6
2024
Q2 		$8.75M Buy
285,639
+16,281
+6% +$488K 6.63% 6
2024
Q1 		$7.94M Buy
269,358
+106,110
+65% +$3.02M 6.26% 6
2023
Q4 		$4.71M Buy
163,248
+15,717
+11% +$428K 3.91% 8
2023
Q3 		$3.81M Buy
147,531
+57,198
+63% +$1.61M 3.63% 10
2023
Q2 		$2.55M Buy
+90,333
New +$2.5M 2.36% 13

Other funds holding XSOE

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

Michael S. Ryan Inc's XSOE Position: Q3 2026 in Review

Michael S. Ryan Inc reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 4.6% in Q3 2026, selling an estimated $1.1M and leaving 487,826 shares worth $22.9M. The position accounts for 11.53% of the portfolio, ranked #3.

Michael S. Ryan Inc first reported a position in XSOE in Q2 2023 and has held it in 14 quarters since. The position peaked at $25.1M in Q2 2026. 78 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Michael S. Ryan Inc held 487,826 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $22.9M as of Q3 2026.
  • Michael S. Ryan Inc sold 23,372 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $1.1M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 11.53% of Michael S. Ryan Inc's portfolio in Q3 2026, its #3 holding.
  • Michael S. Ryan Inc first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2023 and has held it in 14 quarters since.
  • Michael S. Ryan Inc's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $25.1M in Q2 2026.
  • 78 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Michael S. Ryan Inc's 13F filing for Q3 2026, filed 1 Oct 2026.