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

Planning Strategies’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 		$1.52K Buy
+31
New +$1.44K ﹤0.01% 656

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Planning Strategies's XSOE Position: Q2 2026 in Review

Planning Strategies opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026: 31 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings.

229 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Planning Strategies held 31 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.52K as of Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Planning Strategies position in Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #656 holding.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.