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

Spire 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
2025 Q2	–	Sell	-485	Closed	-$15K	–	2595
2025 Q1	$15K	Hold	485	–	–	﹤0.01%	1709
2024 Q4	$14.8K	Hold	485	–	–	﹤0.01%	1723
2024 Q3	$16K	Hold	485	–	–	﹤0.01%	1504
2024 Q2	$14.9K	Hold	485	–	–	﹤0.01%	1530
2024 Q1	$14.3K	Hold	485	–	–	﹤0.01%	1609
2023 Q4	$13.4K	Hold	485	–	–	﹤0.01%	1660
2023 Q3	$12.9K	Hold	485	–	–	﹤0.01%	1653
2023 Q2	$13.6K	Hold	485	–	–	﹤0.01%	1720
2023 Q1	$13.5K	Sell	485 -253	-34%	-$7.1K	﹤0.01%	1755
2022 Q4	$20K	Sell	738 -36	-5%	-$935	﹤0.01%	1376
2022 Q3	$19K	Sell	774 -495	-39%	-$13.8K	﹤0.01%	1361
2022 Q2	$36K	Sell	1,269 -564	-31%	-$17K	﹤0.01%	1437
2022 Q1	$60K	Sell	1,833 -33	-2%	-$1.15K	﹤0.01%	1383
2021 Q4	$69K	Sell	1,866 -3,586	-66%	-$135K	﹤0.01%	1574
2021 Q3	$203K	Sell	5,452 -874	-14%	-$34.2K	0.01%	917
2021 Q2	$266K	Buy	6,326 +4,496	+246%	+$186K	0.01%	824
2021 Q1	$74K	Buy	+1,830	New	+$77.3K	﹤0.01%	1535

Other funds holding XSOE

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Spire Wealth Management's XSOE Position: Q2 2025 in Review

Spire Wealth Management sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2025, closing a stake of 485 shares — an estimated $15K sold.

Spire Wealth Management first reported a position in XSOE in Q1 2021 and held it in 17 quarters. The position peaked at $266K in Q2 2021. 217 funds tracked by Wall St. Rank hold XSOE as of Q2 2025.

Spire Wealth Management reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 485 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2025, an estimated $15K.
Spire Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $266K in Q2 2021.
217 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.