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
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 $1.66T 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

WealthPlan Investment Management's XSOE Position: Q1 2026 in Review

WealthPlan Investment Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 12% in Q1 2026, selling an estimated $93.3K and leaving 15,688 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #274.

WealthPlan Investment Management first reported a position in XSOE in Q1 2022 and has held it in 16 quarters since. The position peaked at $12.9M in Q1 2022. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • WealthPlan Investment Management held 15,688 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $629K as of Q1 2026.
  • WealthPlan Investment Management sold 2,241 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $93.3K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.04% of WealthPlan Investment Management's portfolio in Q1 2026, its #274 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 16 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 Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.