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Per Stirling Capital Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Per Stirling Capital Management’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 		$1.59M Sell
39,641
-407
-1% -$16.9K 0.18% 109
2025
Q4 		$1.56M Buy
40,048
+702
+2% +$27.1K 0.18% 92
2025
Q3 		$1.49M Buy
39,346
+1,818
+5% +$65.1K 0.18% 93
2025
Q2 		$1.29M Sell
37,528
-301
-0.8% -$9.64K 0.17% 96
2025
Q1 		$1.17M Buy
37,829
+3,069
+9% +$95.3K 0.17% 104
2024
Q4 		$1.06M Buy
34,760
+6,736
+24% +$216K 0.15% 106
2024
Q3 		$926K Buy
28,024
+2,748
+11% +$85.4K 0.13% 123
2024
Q2 		$774K Buy
25,276
+5,768
+30% +$173K 0.12% 116
2024
Q1 		$575K Buy
19,508
+1,388
+8% +$39.6K 0.1% 129
2023
Q4 		$523K Buy
18,120
+2,924
+19% +$79.6K 0.1% 126
2023
Q3 		$405K Buy
15,196
+7,567
+99% +$213K 0.08% 138
2023
Q2 		$213K Buy
7,629
+215
+3% +$5.95K 0.04% 185
2023
Q1 		$206K Buy
+7,414
New +$208K 0.04% 174

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Per Stirling Capital Management's XSOE Position: Q1 2026 in Review

Per Stirling Capital Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1% in Q1 2026, selling an estimated $16.9K and leaving 39,641 shares worth $1.59M. The position accounts for 0.18% of the portfolio, ranked #109.

Per Stirling Capital Management first reported a position in XSOE in Q1 2023 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Per Stirling Capital Management held 39,641 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.59M as of Q1 2026.
  • Per Stirling Capital Management sold 407 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $16.9K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.18% of Per Stirling Capital Management's portfolio in Q1 2026, its #109 holding.
  • Per Stirling Capital Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2023 and has held it in 13 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.