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

VestGen 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 		$268K Sell
5,449
-349
-6% -$16.2K 0.01% 893
2026
Q1 		$271K Buy
5,798
+5
+0.1% +$208 0.01% 880
2025
Q4 		$226K Buy
+5,793
New +$224K 0.01% 688

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

VestGen Advisors's XSOE Position: Q2 2026 in Review

VestGen Advisors reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 6% in Q2 2026, selling an estimated $16.2K and leaving 5,449 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #893.

VestGen Advisors first reported a position in XSOE in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q1 2026. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • VestGen Advisors held 5,449 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $268K as of Q2 2026.
  • VestGen Advisors sold 349 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $16.2K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #893 holding.
  • VestGen Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025 and has held it in 3 quarters since.
  • VestGen Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $271K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.