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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
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
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

Opulen Financial Group's XSOE Position: Q1 2026 in Review

Opulen Financial Group increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.7% in Q1 2026, buying an estimated $10.4K and bringing the position to 15,377 shares worth $617K. The position accounts for 0.43% of the portfolio, ranked #48.

Opulen Financial Group first reported a position in XSOE in Q4 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Opulen Financial Group held 15,377 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $617K as of Q1 2026.
  • Opulen Financial Group bought 251 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $10.4K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.43% of Opulen Financial Group's portfolio in Q1 2026, its #48 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 6 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Opulen Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.