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

Revolve 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 		$410K Hold
8,331
– – 0.04% 223
2026
Q1 		$334K Hold
8,331
– – 0.04% 165
2025
Q4 		$325K Sell
8,331
-5,434
-39% -$210K 0.04% 179
2025
Q3 		$522K Buy
13,765
+5,434
+65% +$195K 0.06% 131
2025
Q2 		$287K Sell
8,331
-1,108
-12% -$35.5K 0.04% 175
2025
Q1 		$291K Sell
9,439
-647
-6% -$20.1K 0.04% 165
2024
Q4 		$307K Sell
10,086
-78
-0.8% -$2.5K 0.04% 164
2024
Q3 		$336K Sell
10,164
-1,618
-14% -$50.3K 0.05% 146
2024
Q2 		$361K Sell
11,782
-405
-3% -$12.2K 0.06% 124
2024
Q1 		$359K Sell
12,187
-1,409
-10% -$40.2K 0.06% 119
2023
Q4 		$393K Sell
13,596
-2,872
-17% -$78.2K 0.08% 108
2023
Q3 		$439K Sell
16,468
-602
-4% -$16.9K 0.1% 94
2023
Q2 		$477K Buy
17,070
+939
+6% +$26K 0.11% 84
2023
Q1 		$449K Buy
16,131
+56
+0.3% +$1.57K 0.11% 87
2022
Q4 		$429K Buy
16,075
+4,868
+43% +$126K 0.12% 86
2022
Q3 		$276K Sell
11,207
-80
-0.7% -$2.23K 0.09% 97
2022
Q2 		$324K Sell
11,287
-5,576
-33% -$168K 0.11% 93
2022
Q1 		$551K Buy
+16,863
New +$585K 0.16% 71

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Revolve Wealth Partners's XSOE Position: Q2 2026 in Review

Revolve Wealth Partners held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 8,331 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #223.

Revolve Wealth Partners first reported a position in XSOE in Q1 2022 and has held it in 18 quarters since. The position peaked at $551K in Q1 2022. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Revolve Wealth Partners held 8,331 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $410K as of Q2 2026.
  • Revolve Wealth Partners left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.04% of Revolve Wealth Partners's portfolio in Q2 2026, its #223 holding.
  • Revolve Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and has held it in 18 quarters since.
  • Revolve Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $551K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.