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

Summit 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 		$1.07M Sell
21,752
-3,773
-15% -$175K 0.15% 101
2026
Q1 		$1.02M Sell
25,525
-2,453
-9% -$102K 0.16% 100
2025
Q4 		$1.09M Sell
27,978
-5,238
-16% -$202K 0.2% 76
2025
Q3 		$1.26M Sell
33,216
-5,483
-14% -$196K 0.23% 73
2025
Q2 		$1.33M Sell
38,699
-65,072
-63% -$2.08M 0.25% 68
2025
Q1 		$3.2M Sell
103,771
-19,267
-16% -$598K 0.65% 41
2024
Q4 		$3.75M Sell
123,038
-13,831
-10% -$443K 0.77% 32
2024
Q3 		$4.52M Sell
136,869
-9,892
-7% -$307K 0.87% 27
2024
Q2 		$4.5M Sell
146,761
-8,018
-5% -$241K 0.93% 25
2024
Q1 		$4.56M Sell
154,779
-3,894
-2% -$111K 0.97% 23
2023
Q4 		$4.58M Sell
158,673
-443
-0.3% -$12.1K 1.06% 21
2023
Q3 		$4.24M Buy
159,116
+6,911
+5% +$194K 1.08% 24
2023
Q2 		$4.25M Sell
152,205
-64
-0% -$1.77K 1.07% 24
2023
Q1 		$4.24M Buy
152,269
+10,119
+7% +$284K 1.09% 24
2022
Q4 		$3.79M Sell
142,150
-24,698
-15% -$642K 1.01% 25
2022
Q3 		$4.11M Buy
166,848
+4,714
+3% +$132K 1.16% 22
2022
Q2 		$4.65M Sell
162,134
-80,830
-33% -$2.43M 1.25% 22
2022
Q1 		$7.94M Buy
242,964
+16,467
+7% +$572K 1.8% 19
2021
Q4 		$8.35M Buy
226,497
+10,308
+5% +$387K 1.79% 19
2021
Q3 		$8.07M Buy
216,189
+31,648
+17% +$1.24M 1.91% 19
2021
Q2 		$7.76M Buy
+184,541
New +$7.63M 1.85% 19

Other funds holding XSOE

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

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

Summit Wealth Partners reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 15% in Q2 2026, selling an estimated $175K and leaving 21,752 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #101.

Summit Wealth Partners first reported a position in XSOE in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.35M in Q4 2021. 106 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Summit Wealth Partners held 21,752 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.07M as of Q2 2026.
  • Summit Wealth Partners sold 3,773 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $175K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.15% of Summit Wealth Partners's portfolio in Q2 2026, its #101 holding.
  • Summit Wealth Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q2 2021 and has held it in 21 quarters since.
  • Summit Wealth Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $8.35M in Q4 2021.
  • 106 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.