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 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

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 $1.83B AUM 18.24% 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

O'Shaughnessy Asset Management's XC Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its WisdomTree True Emerging Markets Fund (XC) stake by 13% in Q1 2026, selling an estimated $691 and leaving 143 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

O'Shaughnessy Asset Management first reported a position in XC in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.32K in Q4 2025. 34 funds tracked by Wall St. Rank hold XC as of Q1 2026.

O'Shaughnessy Asset Management held 143 shares of WisdomTree True Emerging Markets Fund worth $4.46K as of Q1 2026.
O'Shaughnessy Asset Management sold 21 WisdomTree True Emerging Markets Fund shares in Q1 2026, an estimated $691.
WisdomTree True Emerging Markets Fund made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2511 holding.
O'Shaughnessy Asset Management first reported a position in WisdomTree True Emerging Markets Fund in Q1 2025 and has held it in 5 quarters since.
O'Shaughnessy Asset Management's WisdomTree True Emerging Markets Fund position peaked at $5.32K in Q4 2025.
34 funds tracked by Wall St. Rank held WisdomTree True Emerging Markets Fund as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.