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Pacific Capital Wealth Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-232
Closed -$7.07K – 395
2024
Q4 		$7.07K Hold
232
– – ﹤0.01% 297
2024
Q3 		$7.66K Hold
232
– – ﹤0.01% 321
2024
Q2 		$7.11K Hold
232
– – ﹤0.01% 347
2024
Q1 		$6.83K Sell
232
-990
-81% -$28.2K ﹤0.01% 263
2023
Q4 		$35.3K Buy
+1,222
New +$33.3K 0.01% 155

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Pacific Capital Wealth Advisors's XSOE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 232 shares — an estimated $7.07K sold.

Pacific Capital Wealth Advisors first reported a position in XSOE in Q4 2023 and held it in 5 quarters. The position peaked at $35.3K in Q4 2023. 221 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 232 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $7.07K.
  • Pacific Capital Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $35.3K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.