Twin Peaks Wealth Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Twin Peaks Wealth 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 Q1	$309K	Hold	7,707	–	–	0.08%	137
2025 Q4	$329K	Sell	7,707 -2,150	-22%	-$83K	0.1%	134
2025 Q3	$374K	Sell	9,857 -1,672	-15%	-$59.9K	0.13%	116
2025 Q2	$410K	Sell	11,529 -688	-6%	-$22K	0.13%	106
2025 Q1	$366K	Sell	12,217 -6,624	-35%	-$206K	0.17%	103
2024 Q4	$574K	Sell	18,841 -2,416	-11%	-$77.4K	0.24%	72
2024 Q3	$702K	Sell	21,257 -473	-2%	-$14.7K	0.32%	62
2024 Q2	$666K	Sell	21,730 -367	-2%	-$11K	0.33%	60
2024 Q1	$651K	Sell	22,097 -2,196	-9%	-$62.6K	0.36%	58
2023 Q4	$702K	Buy	+24,293	New	+$661K	0.45%	47

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

Twin Peaks Wealth Advisors's XSOE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q1 2026 at 7,707 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #137.

Twin Peaks Wealth Advisors first reported a position in XSOE in Q4 2023 and has held it in 10 quarters since. The position peaked at $702K in Q3 2024. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Twin Peaks Wealth Advisors held 7,707 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $309K as of Q1 2026.
Twin Peaks Wealth Advisors left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.08% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #137 holding.
Twin Peaks Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $702K in Q3 2024.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.