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

Summit Financial’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 		$603K Sell
15,045
-499
-3% -$20.8K 0.01% 937
2025
Q4 		$607K Sell
15,544
-805
-5% -$31.1K 0.01% 823
2025
Q3 		$620K Buy
+16,349
New +$586K 0.01% 817

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

Summit Financial's XSOE Position: Q1 2026 in Review

Summit Financial reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.2% in Q1 2026, selling an estimated $20.8K and leaving 15,045 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #937.

Summit Financial first reported a position in XSOE in Q3 2025 and has held it in 3 quarters since. The position peaked at $620K in Q3 2025. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Summit Financial held 15,045 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $603K as of Q1 2026.
  • Summit Financial sold 499 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $20.8K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #937 holding.
  • Summit Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $620K 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.