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 Q2	$298K	Sell	6,052 -197	-3%	-$9.15K	0.01%	1000
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 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

Savvy Advisors Inc's XSOE Position: Q2 2026 in Review

Savvy Advisors Inc reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.2% in Q2 2026, selling an estimated $9.15K and leaving 6,052 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1000.

Savvy Advisors Inc first reported a position in XSOE in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Savvy Advisors Inc held 6,052 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $298K as of Q2 2026.
Savvy Advisors Inc sold 197 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $9.15K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1000 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 7 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.