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

SFI 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 		$934K Hold
18,992
– – 0.81% 35
2026
Q1 		$762K Sell
18,992
-4,399
-19% -$183K 0.8% 33
2025
Q4 		$913K Sell
23,391
-746
-3% -$28.8K 0.59% 37
2025
Q3 		$916K Sell
24,137
-1,046
-4% -$37.5K 0.58% 37
2025
Q2 		$868K Buy
25,183
+184
+0.7% +$5.89K 0.6% 36
2025
Q1 		$772K Sell
24,999
-582
-2% -$18.1K 0.57% 38
2024
Q4 		$780K Sell
25,581
-1,100
-4% -$35.2K 0.55% 37
2024
Q3 		$881K Sell
26,681
-1,004
-4% -$31.2K 0.63% 37
2024
Q2 		$848K Sell
27,685
-1,166
-4% -$35K 0.65% 37
2024
Q1 		$850K Sell
28,851
-873
-3% -$24.9K 0.67% 36
2023
Q4 		$858K Sell
29,724
-1,827
-6% -$49.7K 0.73% 38
2023
Q3 		$841K Sell
31,551
-3,772
-11% -$106K 0.82% 37
2023
Q2 		$987K Sell
35,323
-1,446
-4% -$40K 0.94% 34
2023
Q1 		$1.02M Sell
36,769
-25,664
-41% -$721K 1.03% 32
2022
Q4 		$1.67M Buy
62,433
+6,336
+11% +$165K 1.81% 22
2022
Q3 		$1.38M Sell
56,097
-1,954
-3% -$54.5K 1.6% 27
2022
Q2 		$1.66M Buy
58,051
+199
+0.3% +$5.99K 1.84% 24
2022
Q1 		$1.89K Buy
57,852
+4,894
+9% +$170K 1.15% 24
2021
Q4 		$2M Buy
+52,958
New +$1.99M 1.76% 23

Other funds holding XSOE

HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return

SFI Advisors's XSOE Position: Q2 2026 in Review

SFI Advisors held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 18,992 shares worth $934K. The position accounts for 0.81% of the portfolio, ranked #35.

SFI Advisors first reported a position in XSOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $2M in Q4 2021. 116 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • SFI Advisors held 18,992 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $934K as of Q2 2026.
  • SFI Advisors left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.81% of SFI Advisors's portfolio in Q2 2026, its #35 holding.
  • SFI Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 19 quarters since.
  • SFI Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $2M in Q4 2021.
  • 116 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on SFI Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.