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

Transamerica Financial Advisors’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 		$13M Sell
265,023
-64,754
-20% -$3.01M 1.1% 18
2026
Q1 		$13.2M Sell
329,777
-31,487
-9% -$1.31M 1.13% 18
2025
Q4 		$14.1M Sell
361,264
-32,978
-8% -$1.27M 1.18% 17
2025
Q3 		$15M Buy
394,242
+1,758
+0.4% +$63K 1.24% 14
2025
Q2 		$13.5M Sell
392,484
-4,126
-1% -$132K 1.27% 14
2025
Q1 		$12.2M Buy
396,610
+23,662
+6% +$734K 1.25% 14
2024
Q4 		$11.4M Sell
372,948
-6,705
-2% -$215K 1.12% 14
2024
Q3 		$12.5M Sell
379,653
-1,279
-0.3% -$39.7K 1.22% 14
2024
Q2 		$11.7M Hold
380,932
– – 1.25% 15
2024
Q1 		$11.2M Buy
380,932
+31,782
+9% +$906K 1.14% 14
2023
Q4 		$10.1M Sell
349,150
-28,117
-7% -$765K 1.39% 15
2023
Q3 		$10.1M Buy
377,267
+14,330
+4% +$403K 1.36% 15
2023
Q2 		$10.1M Buy
362,937
+17,280
+5% +$479K 1.32% 15
2023
Q1 		$9.62M Sell
345,657
-15,539
-4% -$436K 1.27% 16
2022
Q4 		$9.64M Buy
361,196
+22,632
+7% +$588K 1.37% 17
2022
Q3 		$8.34M Buy
338,564
+6,895
+2% +$192K 1.23% 18
2022
Q2 		$9.51M Buy
331,669
+328,836
+11,607% +$9.9M 1.35% 16
2022
Q1 		$93K Sell
2,833
-382
-12% -$13.3K 3.32% 6
2021
Q4 		$119K Buy
3,215
+293
+10% +$11K 3.22% 7
2021
Q3 		$110K Buy
+2,922
New +$114K 3.08% 6

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

Transamerica Financial Advisors's XSOE Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 20% in Q2 2026, selling an estimated $3.01M and leaving 265,023 shares worth $13M. The position accounts for 1.1% of the portfolio, ranked #18.

Transamerica Financial Advisors first reported a position in XSOE in Q3 2021 and has held it in 20 quarters since. The position peaked at $15M in Q3 2025. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Transamerica Financial Advisors held 265,023 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $13M as of Q2 2026.
  • Transamerica Financial Advisors sold 64,754 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $3.01M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 1.1% of Transamerica Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Transamerica Financial Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2021 and has held it in 20 quarters since.
  • Transamerica Financial Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $15M in Q3 2025.
  • 236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.