SBI Securities’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

SBI Securities’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	$102K	Sell	2,066 -2,317	-53%	-$108K	﹤0.01%	913
2026 Q1	$176K	Buy	4,383 +168	+4%	+$6.99K	﹤0.01%	664
2025 Q4	$164K	Sell	4,215 -452	-10%	-$17.5K	﹤0.01%	689
2025 Q3	$177K	Sell	4,667 -12	-0.3%	-$430	﹤0.01%	661
2025 Q2	$161K	Buy	4,679 +36	+0.8%	+$1.15K	﹤0.01%	653
2025 Q1	$143K	Sell	4,643 -124	-3%	-$3.85K	﹤0.01%	629
2024 Q4	$145K	Buy	+4,767	New	+$153K	﹤0.01%	639

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

SBI Securities's XSOE Position: Q2 2026 in Review

SBI Securities reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 53% in Q2 2026, selling an estimated $108K and leaving 2,066 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

SBI Securities first reported a position in XSOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $177K in Q3 2025. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

SBI Securities held 2,066 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $102K as of Q2 2026.
SBI Securities sold 2,317 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $108K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #913 holding.
SBI Securities first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 7 quarters since.
SBI Securities's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $177K in Q3 2025.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.