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WealthShield Partners’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

WealthShield Partners’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 		$525K Hold
13,104
– – 0.06% 238
2025
Q4 		$511K Sell
13,104
-2,129
-14% -$82.2K 0.06% 240
2025
Q3 		$578K Sell
15,233
-31
-0.2% -$1.11K 0.07% 224
2025
Q2 		$526K Sell
15,264
-1,421
-9% -$45.5K 0.06% 231
2025
Q1 		$515K Sell
16,685
-220
-1% -$6.83K 0.07% 219
2024
Q4 		$516K Sell
16,905
-655
-4% -$21K 0.07% 212
2024
Q3 		$580K Sell
17,560
-1,553
-8% -$48.3K 0.08% 199
2024
Q2 		$585K Sell
19,113
-23,769
-55% -$713K 0.09% 189
2024
Q1 		$1.26M Sell
42,882
-274,360
-86% -$7.82M 0.2% 125
2023
Q4 		$9.16M Sell
317,242
-15,978
-5% -$435K 1.51% 10
2023
Q3 		$8.89M Sell
333,220
-37,103
-10% -$1.04M 1.34% 13
2023
Q2 		$10.4M Sell
370,323
-11,122
-3% -$308K 1.56% 12
2023
Q1 		$10.6M Buy
+381,445
New +$10.7M 1.71% 9
2022
Q4 		– Sell
-379,446
Closed -$9.34M – 317
2022
Q3 		$9.34M Buy
379,446
+29,914
+9% +$835K 1.85% 6
2022
Q2 		$10M Buy
349,532
+24,671
+8% +$743K 1.99% 6
2022
Q1 		$10.6M Buy
+324,861
New +$11.3M 1.7% 10
2019
Q2 		– Sell
-46
Closed -$1K – 288
2019
Q1 		$1K Hold
46
– – ﹤0.01% 262
2018
Q4 		$1K Hold
46
– – ﹤0.01% 240
2018
Q3 		$1K Hold
46
– – ﹤0.01% 256
2018
Q2 		$1K Hold
46
– – ﹤0.01% 241
2018
Q1 		$1K Buy
+46
New +$1.53K ﹤0.01% 235

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

WealthShield Partners's XSOE Position: Q1 2026 in Review

WealthShield Partners held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q1 2026 at 13,104 shares worth $525K. The position accounts for 0.06% of the portfolio, ranked #238.

WealthShield Partners first reported a position in XSOE in Q1 2018 and has held it in 21 quarters since. The position peaked at $10.6M in Q1 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • WealthShield Partners held 13,104 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $525K as of Q1 2026.
  • WealthShield Partners left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q1 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.06% of WealthShield Partners's portfolio in Q1 2026, its #238 holding.
  • WealthShield Partners first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2018 and has held it in 21 quarters since.
  • WealthShield Partners's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.6M in Q1 2023.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.