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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
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 $1.66T 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Wealth Management Resources's XSOE Position: Q1 2026 in Review

Wealth Management Resources reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.1% in Q1 2026, selling an estimated $12.5K and leaving 316,459 shares worth $12.7M. The position accounts for 4.42% of the portfolio, ranked #9.

Wealth Management Resources first reported a position in XSOE in Q4 2021 and has held it in 18 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Wealth Management Resources held 316,459 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $12.7M as of Q1 2026.
  • Wealth Management Resources sold 301 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $12.5K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 4.42% of Wealth Management Resources's portfolio in Q1 2026, its #9 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 18 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Wealth Management Resources's 13F filing for Q1 2026, filed 28 Apr 2026.