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 Q3	$7.64K	Hold	163	–	–	﹤0.01%	2179
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

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return

Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return

American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Pinnacle Wealth Planning Services's XSOE Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q3 2026 at 163 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2179.

Pinnacle Wealth Planning Services first reported a position in XSOE in Q4 2025 and has held it in 4 quarters since. The position peaked at $8.02K in Q2 2026. 75 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

Pinnacle Wealth Planning Services held 163 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $7.64K as of Q3 2026.
Pinnacle Wealth Planning Services left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2179 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 4 quarters since.
Pinnacle Wealth Planning Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $8.02K in Q2 2026.
75 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.