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XSOE icon

&Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

&Partners’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
2026
Q1 		– Sell
-36,663
Closed -$1.43M – 2475
2025
Q4 		$1.43M Buy
+36,663
New +$1.42M 0.01% 1033

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

&Partners's XSOE Position: Q1 2026 in Review

&Partners sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2026, closing a stake of 36,663 shares — an estimated $1.43M sold.

&Partners first reported a position in XSOE in Q4 2025 and held it in 1 quarter. The position peaked at $1.43M in Q4 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • &Partners reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2026 after selling out during the quarter.
  • &Partners sold 36,663 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $1.43M.
  • &Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025 and held it in 1 quarter.
  • &Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.43M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.