Wilmington Savings Fund Society’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Wilmington Savings Fund Society’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
2025 Q3	–	Sell	-488	Closed	-$16.8K	–	2083
2025 Q2	$16.8K	Buy	488 +4	+0.8%	+$128	﹤0.01%	1515
2025 Q1	$14.9K	Hold	484	–	–	﹤0.01%	1539
2024 Q4	$14.8K	Hold	484	–	–	﹤0.01%	1566
2024 Q3	$16K	Buy	+484	New	+$15K	﹤0.01%	1523

Other funds holding XSOE

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Wilmington Savings Fund Society's XSOE Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q3 2025, closing a stake of 488 shares — an estimated $16.8K sold.

Wilmington Savings Fund Society first reported a position in XSOE in Q3 2024 and held it in 4 quarters. The position peaked at $16.8K in Q2 2025. 220 funds tracked by Wall St. Rank hold XSOE as of Q3 2025.

Wilmington Savings Fund Society reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 488 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2025, an estimated $16.8K.
Wilmington Savings Fund Society first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $16.8K in Q2 2025.
220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.