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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
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 		$9.55M 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 		$9.67M 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

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Michael S. Ryan Inc's XSOE Position: Q2 2026 in Review

Michael S. Ryan Inc increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.6% in Q2 2026, buying an estimated $141K and bringing the position to 511,198 shares worth $25.1M. The position accounts for 12.55% of the portfolio, ranked #3.

Michael S. Ryan Inc first reported a position in XSOE in Q2 2023 and has held it in 13 quarters since. 72 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Michael S. Ryan Inc held 511,198 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $25.1M as of Q2 2026.
  • Michael S. Ryan Inc bought 3,042 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $141K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 12.55% of Michael S. Ryan Inc's portfolio in Q2 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 13 quarters since.
  • 72 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Michael S. Ryan Inc's 13F filing for Q2 2026, filed 1 Jul 2026.