Premier Path Wealth Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Premier Path Wealth Partners’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	$3.89M	Buy	79,063 +9,254	+13%	+$430K	0.45%	52
2026 Q1	$2.8M	Sell	69,809 -12,657	-15%	-$527K	0.36%	59
2025 Q4	$3.22M	Sell	82,466 -6,997	-8%	-$270K	0.42%	53
2025 Q3	$3.39M	Buy	89,463 +2,636	+3%	+$94.4K	0.44%	49
2025 Q2	$2.99M	Sell	86,827 -284	-0.3%	-$9.09K	0.42%	52
2025 Q1	$2.69M	Buy	87,111 +4,968	+6%	+$154K	0.42%	54
2024 Q4	$2.5M	Buy	82,143 +287	+0.4%	+$9.19K	0.38%	57
2024 Q3	$2.7M	Buy	81,856 +3,539	+5%	+$110K	0.43%	49
2024 Q2	$2.4M	Buy	78,317 +2,698	+4%	+$80.9K	0.41%	53
2024 Q1	$2.24M	Buy	75,619 +17,446	+30%	+$497K	0.42%	58
2023 Q4	$1.71M	Buy	+58,173	New	+$1.58M	0.38%	57

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

Premier Path Wealth Partners's XSOE Position: Q2 2026 in Review

Premier Path Wealth Partners increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 13% in Q2 2026, buying an estimated $430K and bringing the position to 79,063 shares worth $3.89M. The position accounts for 0.45% of the portfolio, ranked #52.

Premier Path Wealth Partners first reported a position in XSOE in Q4 2023 and has held it in 11 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Premier Path Wealth Partners held 79,063 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.89M as of Q2 2026.
Premier Path Wealth Partners bought 9,254 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $430K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.45% of Premier Path Wealth Partners's portfolio in Q2 2026, its #52 holding.
Premier Path Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 11 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.