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

Skyline 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	$766K	Sell	15,581 -3,997	-20%	-$186K	0.24%	57
2026 Q1	$785K	Sell	19,578 -15,578	-44%	-$648K	0.27%	52
2025 Q4	$1.37M	Sell	35,156 -820	-2%	-$31.7K	0.46%	28
2025 Q3	$1.36M	Buy	35,976 +2,643	+8%	+$94.7K	0.47%	27
2025 Q2	$1.15M	Buy	33,333 +1,908	+6%	+$61.1K	0.42%	33
2025 Q1	$970K	Buy	31,425 +1,361	+5%	+$42.2K	0.38%	31
2024 Q4	$916K	Buy	30,064 +6,940	+30%	+$222K	0.36%	33
2024 Q3	$764K	Buy	23,124 +325	+1%	+$10.1K	0.31%	35
2024 Q2	$698K	Sell	22,799 -289	-1%	-$8.67K	0.3%	35
2024 Q1	$680K	Sell	23,088 -97	-0.4%	-$2.76K	0.3%	35
2023 Q4	$670K	Buy	+23,185	New	+$631K	0.32%	34

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

Skyline Advisors's XSOE Position: Q2 2026 in Review

Skyline Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 20% in Q2 2026, selling an estimated $186K and leaving 15,581 shares worth $766K. The position accounts for 0.24% of the portfolio, ranked #57.

Skyline Advisors first reported a position in XSOE in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.37M in Q4 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Skyline Advisors held 15,581 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $766K as of Q2 2026.
Skyline Advisors sold 3,997 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $186K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.24% of Skyline Advisors's portfolio in Q2 2026, its #57 holding.
Skyline Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 11 quarters since.
Skyline Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.37M in Q4 2025.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.