Robertson Stephens Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Robertson Stephens Wealth Management’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	$1.63M	Buy	33,174 +39	+0.1%	+$1.81K	0.04%	235
2026 Q1	$1.33M	Buy	33,135 +9	+0%	+$375	0.04%	260
2025 Q4	$1.29M	Buy	33,126 +39	+0.1%	+$1.51K	0.03%	259
2025 Q3	$1.26M	Sell	33,087 -279	-0.8%	-$9.99K	0.04%	227
2025 Q2	$1.15M	Sell	33,366 -3,367	-9%	-$108K	0.04%	252
2025 Q1	$1.13M	Sell	36,733 -46,828	-56%	-$1.45M	0.04%	254
2024 Q4	$2.55M	Sell	83,561 -5,027	-6%	-$161K	0.09%	173
2024 Q3	$2.93M	Sell	88,588 -10,670	-11%	-$332K	0.11%	158
2024 Q2	$3.04M	Sell	99,258 -348	-0.3%	-$10.4K	0.15%	116
2024 Q1	$2.93M	Buy	+99,606	New	+$2.84M	0.16%	113

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

Robertson Stephens Wealth Management's XSOE Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.12% in Q2 2026, buying an estimated $1.81K and bringing the position to 33,174 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #235.

Robertson Stephens Wealth Management first reported a position in XSOE in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.04M in Q2 2024. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Robertson Stephens Wealth Management held 33,174 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.63M as of Q2 2026.
Robertson Stephens Wealth Management bought 39 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.81K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #235 holding.
Robertson Stephens Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2024 and has held it in 10 quarters since.
Robertson Stephens Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.04M in Q2 2024.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.