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

Sanctuary 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	$363K	Buy	7,384 +7	+0.1%	+$325	﹤0.01%	2199
2026 Q1	$296K	Buy	7,377 +779	+12%	+$32.4K	﹤0.01%	2109
2025 Q4	$257K	Sell	6,598 -1,183	-15%	-$45.7K	﹤0.01%	2116
2025 Q3	$295K	Sell	7,781 -501	-6%	-$17.9K	﹤0.01%	2014
2025 Q2	$286K	Sell	8,282 -1,093	-12%	-$35K	﹤0.01%	1957
2025 Q1	$289K	Sell	9,375 -169	-2%	-$5.25K	﹤0.01%	1817
2024 Q4	$296K	Sell	9,544 -645	-6%	-$20.7K	﹤0.01%	2004
2024 Q3	$319K	Sell	10,189 -538	-5%	-$16.7K	﹤0.01%	1951
2024 Q2	$315K	Buy	+10,727	New	+$322K	﹤0.01%	1931

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

Sanctuary Advisors's XSOE Position: Q2 2026 in Review

Sanctuary Advisors increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.09% in Q2 2026, buying an estimated $325 and bringing the position to 7,384 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

Sanctuary Advisors first reported a position in XSOE in Q2 2024 and has held it in 9 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Sanctuary Advisors held 7,384 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $363K as of Q2 2026.
Sanctuary Advisors bought 7 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $325.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2199 holding.
Sanctuary Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2024 and has held it in 9 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.