World Equity Group’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

World Equity Group’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	$703K	Sell	14,284 -801	-5%	-$37.2K	0.16%	147
2026 Q1	$605K	Buy	15,085 +3,324	+28%	+$138K	0.16%	161
2025 Q4	$459K	Buy	11,761 +388	+3%	+$15K	0.13%	178
2025 Q3	$431K	Buy	11,373 +4,533	+66%	+$162K	0.1%	203
2025 Q2	$236K	Buy	+6,840	New	+$219K	0.06%	287

Other funds holding XSOE

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Client 1st Advisory Group Dunedin, Florida $372M AUM 22.43% 1-Year Est. Return

First Financial Corp Terre Haute, Indiana $289M AUM 28.65% 1-Year Est. Return

Northbridge Financial Group Tampa, Florida $260M AUM

Omni 360 Wealth Plainsboro, New Jersey $216M AUM 19.47% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return