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

Savvy Advisors Inc’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
Q1 		$251K Buy
6,249
+106
+2% +$4.41K 0.01% 956
2025
Q4 		$240K Sell
6,143
-596
-9% -$23K 0.01% 875
2025
Q3 		$256K Sell
6,739
-373
-5% -$13.4K 0.01% 681
2025
Q2 		$245K Sell
7,112
-228
-3% -$7.3K 0.02% 535
2025
Q1 		$227K Sell
7,340
-280
-4% -$8.69K 0.02% 459
2024
Q4 		$232K Buy
+7,620
New +$244K 0.03% 392

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETS
ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Savvy Advisors Inc's XSOE Position: Q1 2026 in Review

Savvy Advisors Inc increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.7% in Q1 2026, buying an estimated $4.41K and bringing the position to 6,249 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #956.

Savvy Advisors Inc first reported a position in XSOE in Q4 2024 and has held it in 6 quarters since. The position peaked at $256K in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Savvy Advisors Inc held 6,249 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $251K as of Q1 2026.
  • Savvy Advisors Inc bought 106 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $4.41K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #956 holding.
  • Savvy Advisors Inc first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 6 quarters since.
  • Savvy Advisors Inc's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $256K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.