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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
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
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

Pinnacle Wealth Planning Services's XSOE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q1 2026 at 163 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Pinnacle Wealth Planning Services first reported a position in XSOE in Q4 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Pinnacle Wealth Planning Services held 163 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $6.54K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q1 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2173 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 2 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.