WA
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WPG Advisers’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

WPG Advisers’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 		$3.54K Sell
72
-50
-41% -$2.32K ﹤0.01% 1060
2026
Q1 		$4.89K Hold
122
– – ﹤0.01% 883
2025
Q4 		$4.76K Hold
122
– – ﹤0.01% 924
2025
Q3 		$4.63K Hold
122
– – ﹤0.01% 927
2025
Q2 		$4.21K Hold
122
– – ﹤0.01% 933
2025
Q1 		$3.77K Sell
122
-43
-26% -$1.33K ﹤0.01% 963
2024
Q4 		$5.03K Buy
+165
New +$5.29K ﹤0.01% 817

Other funds holding XSOE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
PCA
Pallas Capital Advisors Braintree, Massachusetts $3.25B AUM 40.07% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
WMR
Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

WPG Advisers's XSOE Position: Q2 2026 in Review

WPG Advisers reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 41% in Q2 2026, selling an estimated $2.32K and leaving 72 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

WPG Advisers first reported a position in XSOE in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.03K in Q4 2024. 147 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • WPG Advisers held 72 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.54K as of Q2 2026.
  • WPG Advisers sold 50 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $2.32K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1060 holding.
  • WPG Advisers first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $5.03K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.