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

Western Wealth 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 		$694K Buy
17,302
+10,285
+147% +$428K 0.03% 551
2025
Q4 		$274K Sell
7,017
-1,248
-15% -$48.2K 0.01% 689
2025
Q3 		$314K Buy
8,265
+190
+2% +$6.8K 0.02% 582
2025
Q2 		$278K Sell
8,075
-119
-1% -$3.81K 0.02% 570
2025
Q1 		$253K Sell
8,194
-842
-9% -$26.1K 0.02% 580
2024
Q4 		$275K Sell
9,036
-7,270
-45% -$233K 0.02% 552
2024
Q3 		$539K Buy
16,306
+5,606
+52% +$174K 0.03% 445
2024
Q2 		$328K Buy
10,700
+204
+2% +$6.12K 0.02% 470
2024
Q1 		$309K Sell
10,496
-1,062
-9% -$30.3K 0.02% 497
2023
Q4 		$334K Sell
11,558
-1,428
-11% -$38.9K 0.02% 527
2023
Q3 		$346K Buy
12,986
+1,004
+8% +$28.2K 0.03% 468
2023
Q2 		$335K Sell
11,982
-1,850
-13% -$51.2K 0.03% 478
2023
Q1 		$385K Sell
13,832
-295
-2% -$8.28K 0.04% 439
2022
Q4 		$377K Sell
14,127
-20,919
-60% -$543K 0.04% 408
2022
Q3 		$861K Sell
35,046
-2,829
-7% -$79K 0.05% 341
2022
Q2 		$1.08M Sell
37,875
-2,284
-6% -$68.8K 0.06% 292
2022
Q1 		$1.31M Buy
40,159
+13,004
+48% +$451K 0.06% 285
2021
Q4 		$1M Buy
+27,155
New +$1.02M 0.1% 197
2021
Q2 		$1.37M Buy
32,535
+18,176
+127% +$751K 0.14% 158
2021
Q1 		$584K Buy
14,359
+1,845
+15% +$77.9K 0.08% 252
2020
Q4 		$496K Buy
12,514
+2,808
+29% +$103K 0.07% 255
2020
Q3 		$327K Buy
+9,706
New +$322K 0.05% 321

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

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

Western Wealth Management increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 147% in Q1 2026, buying an estimated $428K and bringing the position to 17,302 shares worth $694K. The position accounts for 0.03% of the portfolio, ranked #551.

Western Wealth Management first reported a position in XSOE in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Western Wealth Management held 17,302 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $694K as of Q1 2026.
  • Western Wealth Management bought 10,285 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $428K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #551 holding.
  • Western Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2020 and has held it in 22 quarters since.
  • Western Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.37M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.