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

TopTier Wealth Management’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	$628K	Sell	12,766 -147	-1%	-$6.83K	0.38%	58
2026 Q1	$518K	Buy	12,913 +9	+0.1%	+$375	0.32%	65
2025 Q4	$504K	Buy	+12,904	New	+$498K	0.34%	68

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

TopTier Wealth Management's XSOE Position: Q2 2026 in Review

TopTier Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.1% in Q2 2026, selling an estimated $6.83K and leaving 12,766 shares worth $628K. The position accounts for 0.38% of the portfolio, ranked #58.

TopTier Wealth Management first reported a position in XSOE in Q4 2025 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

TopTier Wealth Management held 12,766 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $628K as of Q2 2026.
TopTier Wealth Management sold 147 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $6.83K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.38% of TopTier Wealth Management's portfolio in Q2 2026, its #58 holding.
TopTier Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025 and has held it in 3 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.