Pinnacle Wealth Planning Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Pinnacle Wealth Planning Services’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 Q2	$8.02K	Hold	163	–	–	﹤0.01%	2150
2026 Q1	$6.54K	Hold	163	–	–	﹤0.01%	2173
2025 Q4	$6.36K	Buy	+163	New	+$6.3K	﹤0.01%	2203

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Pinnacle Wealth Planning Services's XSOE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 163 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Pinnacle Wealth Planning Services first reported a position in XSOE in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Pinnacle Wealth Planning Services held 163 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $8.02K as of Q2 2026.
Pinnacle Wealth Planning Services left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2150 holding.
Pinnacle Wealth Planning Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025 and has held it in 3 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.