Mivtachim The Workers Social Insurance Fund’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Mivtachim The Workers Social Insurance Fund’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	–	Sell	-47,241	Closed	-$1.84M	–	53
2025 Q4	$1.84M	Hold	47,241	–	–	0.26%	35
2025 Q3	$1.79M	Hold	47,241	–	–	0.26%	29
2025 Q2	$1.63M	Hold	47,241	–	–	0.25%	30
2025 Q1	$1.46M	Hold	47,241	–	–	0.24%	33
2024 Q4	$1.44M	Hold	47,241	–	–	0.24%	31
2024 Q3	$1.56M	Hold	47,241	–	–	0.21%	34
2024 Q2	$1.45M	Hold	47,241	–	–	0.17%	32
2024 Q1	$1.39M	Hold	47,241	–	–	0.13%	34
2023 Q4	$1.36M	Hold	47,241	–	–	0.11%	33
2023 Q3	$1.26M	Hold	47,241	–	–	0.11%	34
2023 Q2	$1.32M	Hold	47,241	–	–	0.12%	36
2023 Q1	$1.31M	Sell	47,241 -14,000	-23%	-$393K	0.08%	35
2022 Q4	$1.63M	Hold	61,241	–	–	0.09%	37
2022 Q3	$1.51M	Hold	61,241	–	–	0.11%	39
2022 Q2	$1.76M	Hold	61,241	–	–	0.08%	39
2022 Q1	$2M	Hold	61,241	–	–	0.07%	41
2021 Q4	$2.26M	Sell	61,241 -23,000	-27%	-$864K	0.07%	42
2021 Q3	$3.14M	Hold	84,241	–	–	0.11%	39
2021 Q2	$3.54M	Sell	84,241 -22,624	-21%	-$935K	0.12%	35
2021 Q1	$4.35M	Hold	106,865	–	–	0.16%	32
2020 Q4	$4.24M	Sell	106,865 -134,700	-56%	-$4.95M	0.17%	33
2020 Q3	$8.13M	Hold	241,565	–	–	0.34%	32
2020 Q2	$7.22M	Buy	241,565 +76,355	+46%	+$2.09M	0.28%	30
2020 Q1	$4.03M	Buy	+165,210	New	+$4.81M	0.17%	24

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 $9.42B AUM 17.63% 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

Mivtachim The Workers Social Insurance Fund's XSOE Position: Q1 2026 in Review

Mivtachim The Workers Social Insurance Fund sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026, closing a stake of 47,241 shares — an estimated $1.84M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in XSOE in Q1 2020 and held it in 24 quarters. The position peaked at $8.13M in Q3 2020. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Mivtachim The Workers Social Insurance Fund reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 47,241 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $1.84M.
Mivtachim The Workers Social Insurance Fund first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and held it in 24 quarters.
Mivtachim The Workers Social Insurance Fund's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $8.13M in Q3 2020.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q1 2026, filed 13 May 2026.