Osaic Holdings’s WisdomTree True Emerging Markets Fund XC Stock Holding History

Osaic Holdings’s Portfolio XC Stock Details XC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.9K	Sell	125 -1,199	-91%	-$39.4K	﹤0.01%	6800
2025 Q4	$42.9K	Buy	1,324 +789	+147%	+$27.2K	﹤0.01%	5340
2025 Q3	$18.5K	Sell	535 -757	-59%	-$26K	﹤0.01%	5982
2025 Q2	$44.5K	Buy	1,292 +22	+2%	+$694	﹤0.01%	5143
2025 Q1	$37.7K	Buy	1,270 +119	+10%	+$3.64K	﹤0.01%	4916
2024 Q4	$35.4K	Buy	1,151 +1,066	+1,254%	+$34.1K	﹤0.01%	4945
2024 Q3	$2.8K	Buy	+85	New	+$2.77K	﹤0.01%	6472
2024 Q2	–	Sell	-999	Closed	-$30.7K	–	7637
2024 Q1	$30.7K	Buy	+999	New	+$29.6K	﹤0.01%	5087

Other funds holding XC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oarsman Capital Milwaukee, Wisconsin $806M AUM 19.96% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

SMF

Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return

tru Independence Portland, Oregon $202M AUM 15.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Osaic Holdings's XC Position: Q1 2026 in Review

Osaic Holdings reduced its WisdomTree True Emerging Markets Fund (XC) stake by 91% in Q1 2026, selling an estimated $39.4K and leaving 125 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6800.

Osaic Holdings first reported a position in XC in Q1 2024 and has held it in 8 quarters since. The position peaked at $44.5K in Q2 2025. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

Osaic Holdings held 125 shares of WisdomTree True Emerging Markets Fund worth $3.9K as of Q1 2026.
Osaic Holdings sold 1,199 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $39.4K.
WisdomTree True Emerging Markets Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #6800 holding.
Osaic Holdings first reported a position in WisdomTree True Emerging Markets Fund in Q1 2024 and has held it in 8 quarters since.
Osaic Holdings's WisdomTree True Emerging Markets Fund position peaked at $44.5K in Q2 2025.
34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.