WIM
XSOE icon

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

WealthPlan Investment Management’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 		$539K Sell
10,957
-4,731
-30% -$220K 0.03% 305
2026
Q1 		$629K Sell
15,688
-2,241
-12% -$93.3K 0.04% 274
2025
Q4 		$700K Sell
17,929
-2,776
-13% -$107K 0.04% 222
2025
Q3 		$786K Sell
20,705
-53,929
-72% -$1.93M 0.05% 193
2025
Q2 		$2.57M Buy
74,634
+64,046
+605% +$2.05M 0.19% 110
2025
Q1 		$327K Sell
10,588
-2,555
-19% -$79.3K 0.03% 214
2024
Q4 		$401K Buy
13,143
+3,341
+34% +$107K 0.04% 192
2024
Q3 		$324K Buy
9,802
+482
+5% +$15K 0.03% 198
2024
Q2 		$285K Buy
9,320
+45
+0.5% +$1.35K 0.04% 154
2024
Q1 		$273K Buy
9,275
+450
+5% +$12.8K 0.04% 161
2023
Q4 		$255K Sell
8,825
-2,550
-22% -$69.4K 0.04% 168
2023
Q3 		$303K Buy
11,375
+9,872
+657% +$277K 0.05% 141
2023
Q2 		$42K Sell
1,503
-10,778
-88% -$298K 0.01% 204
2023
Q1 		$342K Sell
12,281
-14,878
-55% -$418K 0.06% 134
2022
Q4 		$778K Sell
27,159
-11,782
-30% -$306K 0.05% 199
2022
Q3 		$1.06M Buy
+38,941
New +$1.09M 0.08% 161
2022
Q1 		$12.9M Buy
+424,550
New +$14.7M 0.89% 37

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

WealthPlan Investment Management's XSOE Position: Q2 2026 in Review

WealthPlan Investment Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 30% in Q2 2026, selling an estimated $220K and leaving 10,957 shares worth $539K. The position accounts for 0.03% of the portfolio, ranked #305.

WealthPlan Investment Management first reported a position in XSOE in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.9M in Q1 2022. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • WealthPlan Investment Management held 10,957 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $539K as of Q2 2026.
  • WealthPlan Investment Management sold 4,731 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $220K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #305 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $12.9M in Q1 2022.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.