Principal Securities’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-371	Closed	-$14.1K	–	3544
2025 Q3	$14.1K	Sell	371 -25	-6%	-$895	﹤0.01%	2578
2025 Q2	$13.7K	Buy	396 +266	+205%	+$8.52K	﹤0.01%	2494
2025 Q1	$3.96K	Hold	130	–	–	﹤0.01%	2851
2024 Q4	$3.96K	Sell	130 -75	-37%	-$2.4K	﹤0.01%	2848
2024 Q3	$6.77K	Sell	205 -20	-9%	-$621	﹤0.01%	2568
2024 Q2	$6.89K	Hold	225	–	–	﹤0.01%	2538
2024 Q1	$6.63K	Hold	225	–	–	﹤0.01%	2503
2023 Q4	$6.5K	Buy	+225	New	+$6.12K	﹤0.01%	2430

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Principal Securities's XSOE Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2025, closing a stake of 371 shares — an estimated $14.1K sold.

Principal Securities first reported a position in XSOE in Q4 2023 and held it in 8 quarters. The position peaked at $14.1K in Q3 2025. 234 funds tracked by Wall St. Rank hold XSOE as of Q4 2025.

Principal Securities reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 371 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2025, an estimated $14.1K.
Principal Securities first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $14.1K in Q3 2025.
234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.