Prime Capital Investment Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Prime Capital Investment Advisors’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	$296K	Sell	6,021 -1,529	-20%	-$71K	﹤0.01%	870
2026 Q1	$303K	Buy	7,550 +175	+2%	+$7.28K	﹤0.01%	828
2025 Q4	$288K	Sell	7,375 -2,072	-22%	-$80K	﹤0.01%	829
2025 Q3	$358K	Buy	9,447 +690	+8%	+$24.7K	﹤0.01%	749
2025 Q2	$302K	Sell	8,757 -8,931	-50%	-$286K	﹤0.01%	766
2025 Q1	$546K	Buy	17,688 +8,246	+87%	+$256K	0.01%	645
2024 Q4	$288K	Buy	9,442 +1,269	+16%	+$40.6K	﹤0.01%	745
2024 Q3	$270K	Buy	8,173 +600	+8%	+$18.6K	﹤0.01%	768
2024 Q2	$232K	Sell	7,573 -996	-12%	-$29.9K	﹤0.01%	807
2024 Q1	$252K	Buy	+8,569	New	+$244K	﹤0.01%	828

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

Prime Capital Investment Advisors's XSOE Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 20% in Q2 2026, selling an estimated $71K and leaving 6,021 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Prime Capital Investment Advisors first reported a position in XSOE in Q1 2024 and has held it in 10 quarters since. The position peaked at $546K in Q1 2025. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Prime Capital Investment Advisors held 6,021 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $296K as of Q2 2026.
Prime Capital Investment Advisors sold 1,529 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $71K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #870 holding.
Prime Capital Investment Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2024 and has held it in 10 quarters since.
Prime Capital Investment Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $546K in Q1 2025.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.