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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Skyline Advisors's XSOE Position: Q1 2026 in Review

Skyline Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 44% in Q1 2026, selling an estimated $648K and leaving 19,578 shares worth $785K. The position accounts for 0.27% of the portfolio, ranked #52.

Skyline Advisors first reported a position in XSOE in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.37M in Q4 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Skyline Advisors held 19,578 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $785K as of Q1 2026.
Skyline Advisors sold 15,578 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $648K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.27% of Skyline Advisors's portfolio in Q1 2026, its #52 holding.
Skyline Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 10 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 Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.