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

Sentinel 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	$5.93M	Buy	120,549 +1,889	+2%	+$87.8K	4.18%	8
2026 Q1	$4.76M	Buy	118,660 +2,982	+3%	+$124K	3.81%	11
2025 Q4	$4.51M	Buy	115,678 +6,107	+6%	+$236K	3.74%	11
2025 Q3	$4.16M	Buy	109,571 +9,122	+9%	+$327K	3.61%	11
2025 Q2	$3.46M	Buy	+100,449	New	+$3.22M	3.25%	11

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

Sentinel Wealth Management's XSOE Position: Q2 2026 in Review

Sentinel Wealth Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.6% in Q2 2026, buying an estimated $87.8K and bringing the position to 120,549 shares worth $5.93M. The position accounts for 4.18% of the portfolio, ranked #8.

Sentinel Wealth Management first reported a position in XSOE in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Sentinel Wealth Management held 120,549 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $5.93M as of Q2 2026.
Sentinel Wealth Management bought 1,889 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $87.8K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 4.18% of Sentinel Wealth Management's portfolio in Q2 2026, its #8 holding.
Sentinel Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Sentinel Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.