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Perigon Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Perigon Wealth 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 		$1.03M Buy
25,734
+1,289
+5% +$53.7K 0.02% 527
2025
Q4 		$954K Sell
24,445
-1,044
-4% -$40.3K 0.02% 572
2025
Q3 		$967K Sell
25,489
-1,480
-5% -$53K 0.02% 522
2025
Q2 		$930K Buy
26,969
+1,781
+7% +$57K 0.02% 490
2025
Q1 		$778K Buy
25,188
+2,460
+11% +$76.4K 0.02% 508
2024
Q4 		$689K Buy
22,728
+2,120
+10% +$67.9K 0.02% 548
2024
Q3 		$681K Buy
+20,608
New +$640K 0.02% 528
2024
Q1 		– Sell
-17,846
Closed -$515K – 933
2023
Q4 		$515K Sell
17,846
-2,881
-14% -$78.4K 0.02% 491
2023
Q3 		$553K Sell
20,727
-3,887
-16% -$109K 0.02% 425
2023
Q2 		$688K Buy
24,614
+1,073
+5% +$29.7K 0.03% 383
2023
Q1 		$655K Buy
23,541
+2,730
+13% +$76.6K 0.04% 344
2022
Q4 		$555K Buy
20,811
+10,011
+93% +$260K 0.03% 367
2022
Q3 		$266K Buy
10,800
+1,413
+15% +$39.4K 0.02% 459
2022
Q2 		$269K Sell
9,387
-1,882
-17% -$56.7K 0.02% 452
2022
Q1 		$368K Buy
11,269
+879
+8% +$30.5K 0.03% 426
2021
Q4 		$383K Buy
10,390
+632
+6% +$23.8K 0.03% 401
2021
Q3 		$364K Buy
9,758
+1,856
+23% +$72.7K 0.03% 375
2021
Q2 		$332K Buy
7,902
+2,633
+50% +$109K 0.03% 380
2021
Q1 		$214K Buy
5,269
+2,345
+80% +$99.1K 0.02% 460
2020
Q4 		$116K Buy
+2,924
New +$108K 0.01% 511

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

Perigon Wealth Management's XSOE Position: Q1 2026 in Review

Perigon Wealth Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 5.3% in Q1 2026, buying an estimated $53.7K and bringing the position to 25,734 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #527.

Perigon Wealth Management first reported a position in XSOE in Q4 2020 and has held it in 20 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Perigon Wealth Management held 25,734 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.03M as of Q1 2026.
  • Perigon Wealth Management bought 1,289 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $53.7K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #527 holding.
  • Perigon Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 20 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.