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 Q3	$3.17K	Sell	103 -19	-16%	-$609	﹤0.01%	7169
2026 Q2	$3.87K	Sell	122 -3	-2%	-$96	﹤0.01%	7053
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

Oarsman Capital Milwaukee, Wisconsin $990M AUM 15.7% 1-Year Est. Return

Sterling Manor Financial Saratoga Springs, New York $173M AUM

tru Independence Portland, Oregon $234M AUM 14.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Legacy Financial Advisors Covington, Kentucky $847M AUM 25.19% 1-Year Est. Return

Osaic Holdings's XC Position: Q3 2026 in Review

Osaic Holdings reduced its WisdomTree True Emerging Markets Fund (XC) stake by 16% in Q3 2026, selling an estimated $609 and leaving 103 shares worth $3.17K. The position accounts for ﹤0.01% of the portfolio, ranked #7169.

Osaic Holdings first reported a position in XC in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.5K in Q2 2025. 27 funds tracked by Wall St. Rank hold XC as of Q3 2026.

Osaic Holdings held 103 shares of WisdomTree True Emerging Markets Fund worth $3.17K as of Q3 2026.
Osaic Holdings sold 19 WisdomTree True Emerging Markets Fund shares in Q3 2026, an estimated $609.
WisdomTree True Emerging Markets Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #7169 holding.
Osaic Holdings first reported a position in WisdomTree True Emerging Markets Fund in Q1 2024 and has held it in 10 quarters since.
Osaic Holdings's WisdomTree True Emerging Markets Fund position peaked at $44.5K in Q2 2025.
27 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.