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

Wealth Management Resources’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 		$12.7M Sell
257,460
-58,999
-19% -$2.74M 3.91% 11
2026
Q1 		$12.7M Sell
316,459
-301
-0.1% -$12.5K 4.42% 9
2025
Q4 		$12.4M Sell
316,760
-3,399
-1% -$131K 4.35% 9
2025
Q3 		$12.1M Buy
320,159
+8,065
+3% +$289K 3.93% 11
2025
Q2 		$10.8M Buy
312,094
+11,081
+4% +$355K 3.67% 11
2025
Q1 		$9.29M Buy
301,013
+1,154
+0.4% +$35.8K 3.37% 11
2024
Q4 		$9.14M Buy
299,859
+206,791
+222% +$6.62M 3.37% 11
2024
Q3 		$3.07M Buy
93,068
+3,157
+4% +$98.1K 1.23% 19
2024
Q2 		$2.75M Buy
89,911
+9,390
+12% +$282K 1.18% 19
2024
Q1 		$2.37M Buy
80,521
+11,830
+17% +$337K 1.03% 20
2023
Q4 		$1.98M Buy
68,691
+9,147
+15% +$249K 0.93% 21
2023
Q3 		$1.59M Buy
59,544
+10,232
+21% +$288K 0.77% 21
2023
Q2 		$1.38M Buy
49,312
+17,296
+54% +$479K 0.8% 19
2023
Q1 		$891K Buy
32,016
+3,005
+10% +$84.4K 0.55% 23
2022
Q4 		$774K Buy
29,011
+3,445
+13% +$89.5K 0.5% 25
2022
Q3 		$629K Buy
25,566
+3,432
+16% +$95.8K 0.42% 28
2022
Q2 		$635K Buy
22,134
+6,098
+38% +$184K 0.39% 28
2022
Q1 		$524K Buy
16,036
+2,361
+17% +$81.9K 0.36% 31
2021
Q4 		$504K Buy
+13,675
New +$514K 0.32% 34

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

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

Wealth Management Resources reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 19% in Q2 2026, selling an estimated $2.74M and leaving 257,460 shares worth $12.7M. The position accounts for 3.91% of the portfolio, ranked #11.

Wealth Management Resources first reported a position in XSOE in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.7M in Q1 2026. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Wealth Management Resources held 257,460 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $12.7M as of Q2 2026.
  • Wealth Management Resources sold 58,999 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $2.74M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 3.91% of Wealth Management Resources's portfolio in Q2 2026, its #11 holding.
  • Wealth Management Resources first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2021 and has held it in 19 quarters since.
  • Wealth Management Resources's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $12.7M 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 Wealth Management Resources's 13F filing for Q2 2026, filed 22 Jul 2026.