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Steward Partners Investment Advisory’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Steward Partners Investment Advisory’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 		$485K Sell
9,858
-1,147
-10% -$53.3K ﹤0.01% 1709
2026
Q1 		$441K Sell
11,005
-13
-0.1% -$541 ﹤0.01% 1583
2025
Q4 		$430K Buy
11,018
+15
+0.1% +$579 ﹤0.01% 1511
2025
Q3 		$417K Buy
11,003
+538
+5% +$19.3K ﹤0.01% 1470
2025
Q2 		$361K Hold
10,465
– – ﹤0.01% 1458
2025
Q1 		$323K Sell
10,465
-700
-6% -$21.7K ﹤0.01% 1409
2024
Q4 		$340K Sell
11,165
-1,624
-13% -$52K ﹤0.01% 1339
2024
Q3 		$422K Sell
12,789
-210
-2% -$6.53K ﹤0.01% 1179
2024
Q2 		$398K Sell
12,999
-199
-2% -$5.97K ﹤0.01% 1161
2024
Q1 		$389K Sell
13,198
-47
-0.4% -$1.34K ﹤0.01% 1158
2023
Q4 		$383K Buy
13,245
+76
+0.6% +$2.07K 0.01% 1115
2023
Q3 		$351K Sell
13,169
-33,900
-72% -$953K 0.01% 1062
2023
Q2 		$1.32M Sell
47,069
-757
-2% -$21K 0.02% 610
2023
Q1 		$1.33M Buy
47,826
+24,239
+103% +$681K 0.02% 593
2022
Q4 		$629K Sell
23,587
-3,602
-13% -$93.6K 0.01% 813
2022
Q3 		$669K Buy
27,189
+10,374
+62% +$290K 0.01% 760
2022
Q2 		$482K Sell
16,815
-2,544
-13% -$76.6K 0.01% 866
2022
Q1 		$632K Sell
19,359
-87,837
-82% -$3.05M 0.01% 839
2021
Q4 		$3.95M Sell
107,196
-3,663
-3% -$138K 0.06% 313
2021
Q3 		$4.14M Buy
110,859
+10,606
+11% +$416K 0.07% 285
2021
Q2 		$4.22M Sell
100,253
-5,433
-5% -$225K 0.07% 278
2021
Q1 		$4.3M Buy
105,686
+26,190
+33% +$1.11M 0.08% 276
2020
Q4 		$3.15M Buy
79,496
+5,193
+7% +$191K 0.07% 280
2020
Q3 		$2.5M Sell
74,303
-6,816
-8% -$226K 0.06% 287
2020
Q2 		$2.43M Sell
81,119
-3,103
-4% -$84.8K 0.07% 271
2020
Q1 		$2.06M Buy
84,222
+1,922
+2% +$56K 0.08% 254
2019
Q4 		$2.57M Buy
82,300
+3,647
+5% +$107K 0.08% 259
2019
Q3 		$2.17M Buy
78,653
+4,656
+6% +$130K 0.07% 263
2019
Q2 		$2.14M Buy
73,997
+789
+1% +$22.5K 0.08% 248
2019
Q1 		$2.11M Sell
73,208
-11,470
-14% -$319K 0.09% 224
2018
Q4 		$2.16M Buy
84,678
+8,761
+12% +$228K 0.11% 209
2018
Q3 		$2.15M Buy
+75,917
New +$2.2M 0.1% 213

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
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

Steward Partners Investment Advisory's XSOE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 10% in Q2 2026, selling an estimated $53.3K and leaving 9,858 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Steward Partners Investment Advisory first reported a position in XSOE in Q3 2018 and has held it in 32 quarters since. The position peaked at $4.3M in Q1 2021. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Steward Partners Investment Advisory held 9,858 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $485K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,147 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $53.3K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1709 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $4.3M in Q1 2021.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.