MML Investors Services
XSOE icon

MML Investors Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

MML Investors Services’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 		$608K Sell
15,174
-6,571
-30% -$274K ﹤0.01% 2100
2025
Q4 		$848K Buy
21,745
+5,953
+38% +$230K ﹤0.01% 1913
2025
Q3 		$599K Sell
15,792
-4,265
-21% -$153K ﹤0.01% 2050
2025
Q2 		$692K Sell
20,057
-910
-4% -$29.1K ﹤0.01% 1885
2025
Q1 		$647K Buy
20,967
+4,253
+25% +$132K ﹤0.01% 1841
2024
Q4 		$509K Sell
16,714
-9,335
-36% -$299K ﹤0.01% 1909
2024
Q3 		$860K Buy
26,049
+10,476
+67% +$325K ﹤0.01% 1535
2024
Q2 		$477K Sell
15,573
-1,183
-7% -$35.5K ﹤0.01% 1819
2024
Q1 		$494K Sell
16,756
-5,331
-24% -$152K ﹤0.01% 1793
2023
Q4 		$638K Sell
22,087
-13,302
-38% -$362K ﹤0.01% 1616
2023
Q3 		$944K Sell
35,389
-13,689
-28% -$385K 0.01% 1252
2023
Q2 		$1.37M Sell
49,078
-18,368
-27% -$509K 0.01% 1077
2023
Q1 		$1.88M Buy
67,446
+31,073
+85% +$872K 0.01% 804
2022
Q4 		$970K Buy
36,373
+1,207
+3% +$31.4K 0.01% 1168
2022
Q3 		$866K Buy
35,166
+913
+3% +$25.5K 0.01% 1136
2022
Q2 		$982K Sell
34,253
-10,337
-23% -$311K 0.01% 1050
2022
Q1 		$1.46M Buy
44,590
+647
+1% +$22.5K 0.01% 928
2021
Q4 		$1.62M Sell
43,943
-5,636
-11% -$212K 0.01% 848
2021
Q3 		$1.85M Sell
49,579
-104,246
-68% -$4.08M 0.01% 756
2021
Q2 		$6.47M Buy
153,825
+22,329
+17% +$923K 0.05% 337
2021
Q1 		$5.35M Sell
131,496
-15,694
-11% -$663K 0.05% 347
2020
Q4 		$5.84M Buy
147,190
+40,553
+38% +$1.49M 0.06% 289
2020
Q3 		$3.59M Buy
106,637
+9,044
+9% +$300K 0.05% 347
2020
Q2 		$2.92M Buy
+97,593
New +$2.67M 0.04% 377

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

MML Investors Services's XSOE Position: Q1 2026 in Review

MML Investors Services reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 30% in Q1 2026, selling an estimated $274K and leaving 15,174 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

MML Investors Services first reported a position in XSOE in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.47M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • MML Investors Services held 15,174 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $608K as of Q1 2026.
  • MML Investors Services sold 6,571 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $274K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2100 holding.
  • MML Investors Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2020 and has held it in 24 quarters since.
  • MML Investors Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $6.47M 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 MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.