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

SK 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	$3.59M	Sell	77,358 -1,699	-2%	-$78.9K	0.81%	21
2026 Q1	$3.18M	Sell	79,057 -802	-1%	-$33.4K	0.88%	20
2025 Q4	$3.39M	Sell	79,859 -8,641	-10%	-$334K	0.95%	19
2025 Q3	$3.4M	Sell	88,500 -3,309	-4%	-$119K	1.27%	21
2025 Q2	$3.17M	Buy	91,809 +54	+0.1%	+$1.73K	1.37%	15
2025 Q1	$2.74M	Sell	91,755 -8,050	-8%	-$250K	1.47%	14
2024 Q4	$3.04M	Buy	99,805 +387	+0.4%	+$12.4K	1.55%	12
2024 Q3	$3.06M	Buy	+99,418	New	+$3.09M	1.57%	12

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

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

SK Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 2.1% in Q2 2026, selling an estimated $78.9K and leaving 77,358 shares worth $3.59M. The position accounts for 0.81% of the portfolio, ranked #21.

SK Wealth Management first reported a position in XSOE in Q3 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

SK Wealth Management held 77,358 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.59M as of Q2 2026.
SK Wealth Management sold 1,699 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $78.9K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.81% of SK Wealth Management's portfolio in Q2 2026, its #21 holding.
SK Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2024 and has held it in 8 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on SK Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.