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

Strategic Wealth Partners’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 		$79.4K Sell
1,981
-185
-9% -$7.7K 0.01% 428
2025
Q4 		$84.5K Sell
2,166
-20,283
-90% -$783K 0.01% 432
2025
Q3 		$852K Buy
+22,449
New +$804K 0.06% 170

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Strategic Wealth Partners's XSOE Position: Q1 2026 in Review

Strategic Wealth Partners reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 8.5% in Q1 2026, selling an estimated $7.7K and leaving 1,981 shares worth $79.4K. The position accounts for 0.01% of the portfolio, ranked #428.

Strategic Wealth Partners first reported a position in XSOE in Q3 2025 and has held it in 3 quarters since. The position peaked at $852K in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Strategic Wealth Partners held 1,981 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $79.4K as of Q1 2026.
  • Strategic Wealth Partners sold 185 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $7.7K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #428 holding.
  • Strategic Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $852K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.