O'Shaughnessy Asset Management’s WisdomTree True Emerging Markets Fund XC Stock Holding History

O'Shaughnessy Asset Management’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 Q2	–	Sell	-143	Closed	-$4.46K	–	2842
2026 Q1	$4.46K	Sell	143 -21	-13%	-$691	﹤0.01%	2511
2025 Q4	$5.32K	Buy	164 +163	+16,300%	+$5.62K	﹤0.01%	2474
2025 Q3	$35	Hold	1	–	–	﹤0.01%	2540
2025 Q2	$34	Hold	1	–	–	﹤0.01%	2359
2025 Q1	$30	Buy	+1	New	+$31	﹤0.01%	2290

Other funds holding XC

Oarsman Capital Milwaukee, Wisconsin $945M AUM 24.13% 1-Year Est. Return

AWM

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

tru Independence Portland, Oregon $229M AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NWMP

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Viaable Wayne, Pennsylvania $121M AUM

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

O'Shaughnessy Asset Management's XC Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of WisdomTree True Emerging Markets Fund (XC) in Q2 2026, closing a stake of 143 shares — an estimated $4.46K sold.

O'Shaughnessy Asset Management first reported a position in XC in Q1 2025 and held it in 5 quarters. The position peaked at $5.32K in Q4 2025. 30 funds tracked by Wall St. Rank hold XC as of Q2 2026.

O'Shaughnessy Asset Management reported no remaining WisdomTree True Emerging Markets Fund position as of Q2 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 143 WisdomTree True Emerging Markets Fund shares in Q2 2026, an estimated $4.46K.
O'Shaughnessy Asset Management first reported a position in WisdomTree True Emerging Markets Fund in Q1 2025 and held it in 5 quarters.
O'Shaughnessy Asset Management's WisdomTree True Emerging Markets Fund position peaked at $5.32K in Q4 2025.
30 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.