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Sumitomo Mitsui Financial Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Sumitomo Mitsui Financial Group’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 		$150K Hold
3,058
– – ﹤0.01% 167
2026
Q1 		$123K Hold
3,058
– – ﹤0.01% 150
2025
Q4 		$119K Hold
3,058
– – ﹤0.01% 136
2025
Q3 		$116K Buy
3,058
+707
+30% +$25.3K ﹤0.01% 125
2025
Q2 		$81.1K Hold
2,351
– – ﹤0.01% 166
2025
Q1 		$72.6K Hold
2,351
– – ﹤0.01% 142
2024
Q4 		$71.7K Hold
2,351
– – ﹤0.01% 131
2024
Q3 		$77.7K Hold
2,351
– – ﹤0.01% 142
2024
Q2 		$72K Hold
2,351
– – ﹤0.01% 148
2024
Q1 		$69.3K Hold
2,351
– – ﹤0.01% 147
2023
Q4 		$67.9K Hold
2,351
– – ﹤0.01% 137
2023
Q3 		$62.7K Hold
2,351
– – ﹤0.01% 134
2023
Q2 		$65.7K Sell
2,351
-230
-9% -$6.37K ﹤0.01% 146
2023
Q1 		$71.9K Buy
2,581
+680
+36% +$19.1K ﹤0.01% 145
2022
Q4 		$50.7K Sell
1,901
-210
-10% -$5.46K ﹤0.01% 150
2022
Q3 		$52K Sell
2,111
-87
-4% -$2.43K ﹤0.01% 172
2022
Q2 		$63K Buy
2,198
+1,586
+259% +$47.7K ﹤0.01% 182
2022
Q1 		$20K Sell
612
-5,808
-90% -$202K ﹤0.01% 188
2021
Q4 		$237K Sell
6,420
-2,082
-24% -$78.2K 0.01% 151
2021
Q3 		$317K Buy
8,502
+2,237
+36% +$87.7K 0.01% 147
2021
Q2 		$264K Buy
6,265
+4,611
+279% +$191K 0.01% 125
2021
Q1 		$67K Buy
+1,654
New +$69.9K ﹤0.01% 157

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

Sumitomo Mitsui Financial Group's XSOE Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 3,058 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #167.

Sumitomo Mitsui Financial Group first reported a position in XSOE in Q1 2021 and has held it in 22 quarters since. The position peaked at $317K in Q3 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 3,058 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $150K as of Q2 2026.
  • Sumitomo Mitsui Financial Group left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #167 holding.
  • Sumitomo Mitsui Financial Group first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 22 quarters since.
  • Sumitomo Mitsui Financial Group's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $317K in Q3 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.