Opulen Financial Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Opulen Financial Group’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	$720K	Sell	14,636 -741	-5%	-$34.4K	0.45%	45
2026 Q1	$617K	Buy	15,377 +251	+2%	+$10.4K	0.43%	48
2025 Q4	$590K	Sell	15,126 -916	-6%	-$35.4K	0.43%	51
2025 Q3	$609K	Buy	16,042 +23	+0.1%	+$824	0.46%	45
2025 Q2	$552K	Sell	16,019 -287	-2%	-$9.19K	0.45%	50
2025 Q1	$503K	Buy	16,306 +563	+4%	+$17.5K	0.46%	49
2024 Q4	$480K	Buy	+15,743	New	+$504K	0.44%	53

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

Opulen Financial Group's XSOE Position: Q2 2026 in Review

Opulen Financial Group reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 4.8% in Q2 2026, selling an estimated $34.4K and leaving 14,636 shares worth $720K. The position accounts for 0.45% of the portfolio, ranked #45.

Opulen Financial Group first reported a position in XSOE in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Opulen Financial Group held 14,636 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $720K as of Q2 2026.
Opulen Financial Group sold 741 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $34.4K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.45% of Opulen Financial Group's portfolio in Q2 2026, its #45 holding.
Opulen Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 7 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.