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

Smartleaf Asset 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	$4.74M	Hold	98,011	–	–	0.15%	113
2026 Q1	$3.79M	Sell	98,011 -1,068	-1%	-$44.5K	0.14%	132
2025 Q4	$3.88M	Buy	99,079 +19,255	+24%	+$744K	0.15%	127
2025 Q3	$3.02M	Buy	79,824 +2,060	+3%	+$73.8K	0.19%	118
2025 Q2	$2.67M	Buy	77,764 +1,686	+2%	+$54K	0.24%	87
2025 Q1	$2.36M	Buy	76,078 +3,388	+5%	+$105K	0.23%	94
2024 Q4	$2.23M	Buy	72,690 +2,043	+3%	+$65.4K	0.23%	95
2024 Q3	$2.37M	Buy	70,647 +1,176	+2%	+$36.5K	0.29%	80
2024 Q2	$2.13M	Sell	69,471 -507	-0.7%	-$15.2K	0.35%	61
2024 Q1	$2.05M	Buy	69,978 +18,132	+35%	+$517K	0.4%	56
2023 Q4	$1.49M	Buy	+51,846	New	+$1.41M	0.4%	60

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

Smartleaf Asset Management's XSOE Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 98,011 shares worth $4.74M. The position accounts for 0.15% of the portfolio, ranked #113.

Smartleaf Asset Management first reported a position in XSOE in Q4 2023 and has held it in 11 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Smartleaf Asset Management held 98,011 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $4.74M as of Q2 2026.
Smartleaf Asset Management 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 0.15% of Smartleaf Asset Management's portfolio in Q2 2026, its #113 holding.
Smartleaf Asset Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 11 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

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