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 Q2	$1.03M	Buy	21,017 +5,843	+39%	+$271K	﹤0.01%	1995
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

MML Investors Services's XSOE Position: Q2 2026 in Review

MML Investors Services increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 39% in Q2 2026, buying an estimated $271K and bringing the position to 21,017 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

MML Investors Services first reported a position in XSOE in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.47M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

MML Investors Services held 21,017 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.03M as of Q2 2026.
MML Investors Services bought 5,843 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $271K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1995 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 25 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 Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.