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

SGL Investment 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	$234K	Sell	5,038 -67	-1%	-$3.11K	0.08%	131
2026 Q1	$246K	Buy	+5,105	New	+$212K	0.09%	121

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

SGL Investment Advisors's XSOE Position: Q2 2026 in Review

SGL Investment Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.3% in Q2 2026, selling an estimated $3.11K and leaving 5,038 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #131.

SGL Investment Advisors first reported a position in XSOE in Q1 2026 and has held it in 2 quarters since. The position peaked at $246K in Q1 2026. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

SGL Investment Advisors held 5,038 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $234K as of Q2 2026.
SGL Investment Advisors sold 67 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $3.11K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.08% of SGL Investment Advisors's portfolio in Q2 2026, its #131 holding.
SGL Investment Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2026 and has held it in 2 quarters since.
SGL Investment Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $246K in Q1 2026.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.