TC
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TownSquare Capital’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

TownSquare Capital’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
2025
Q2 		– Sell
-582,284
Closed -$18M – 1632
2025
Q1 		$18M Buy
582,284
+30,724
+6% +$954K 0.19% 97
2024
Q4 		$16.8M Buy
551,560
+102,289
+23% +$3.28M 0.19% 98
2024
Q3 		$14.8M Buy
449,271
+201,257
+81% +$6.25M 0.18% 108
2024
Q2 		$7.6M Buy
248,014
+224,399
+950% +$6.73M 0.1% 193
2024
Q1 		$696K Buy
+23,615
New +$673K 0.01% 757
2022
Q2 		– Sell
-6,720
Closed -$219K – 789
2022
Q1 		$219K Buy
+6,720
New +$233K 0.01% 655

Other funds holding XSOE

OIA
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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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return