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 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 $1.66T 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

Smartleaf Asset Management's XSOE Position: Q1 2026 in Review

Smartleaf Asset Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.1% in Q1 2026, selling an estimated $44.5K and leaving 98,011 shares worth $3.79M. The position accounts for 0.14% of the portfolio, ranked #132.

Smartleaf Asset Management first reported a position in XSOE in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.88M in Q4 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Smartleaf Asset Management held 98,011 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.79M as of Q1 2026.
Smartleaf Asset Management sold 1,068 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $44.5K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.14% of Smartleaf Asset Management's portfolio in Q1 2026, its #132 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 10 quarters since.
Smartleaf Asset Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.88M 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 Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.