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Optima Capital’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Optima Capital’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
-116
Closed -$4.53K – 1334
2025
Q4 		$4.53K Buy
+116
New +$4.48K ﹤0.01% 633

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Optima Capital's XSOE Position: Q1 2026 in Review

Optima Capital sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026, closing a stake of 116 shares — an estimated $4.53K sold.

Optima Capital first reported a position in XSOE in Q4 2025 and held it in 1 quarter. The position peaked at $4.53K in Q4 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Optima Capital reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 116 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $4.53K.
  • Optima Capital first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025 and held it in 1 quarter.
  • Optima Capital's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $4.53K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.