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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Premier Path Wealth Partners's XSOE Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 15% in Q1 2026, selling an estimated $527K and leaving 69,809 shares worth $2.8M. The position accounts for 0.36% of the portfolio, ranked #59.

Premier Path Wealth Partners first reported a position in XSOE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.39M in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Premier Path Wealth Partners held 69,809 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.8M as of Q1 2026.
Premier Path Wealth Partners sold 12,657 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $527K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.36% of Premier Path Wealth Partners's portfolio in Q1 2026, its #59 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 10 quarters since.
Premier Path Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.39M in Q3 2025.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.