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 Q2	$124K	Buy	2,519 +538	+27%	+$25K	0.01%	371
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 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

Strategic Wealth Partners's XSOE Position: Q2 2026 in Review

Strategic Wealth Partners increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 27% in Q2 2026, buying an estimated $25K and bringing the position to 2,519 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #371.

Strategic Wealth Partners first reported a position in XSOE in Q3 2025 and has held it in 4 quarters since. The position peaked at $852K in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Strategic Wealth Partners held 2,519 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $124K as of Q2 2026.
Strategic Wealth Partners bought 538 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $25K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #371 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 4 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 Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.