PSI
XSOE icon

Planning Strategies Inc.’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Planning Strategies Inc.’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 		$1.52K Buy
+31
New +$1.44K ﹤0.01% 656

Other funds holding XSOE

WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 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
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
EPW
Evergreen Private Wealth Greenwood Village, Colorado $270M AUM 26.09% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Planning Strategies Inc.'s XSOE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026: 31 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings.

88 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Planning Strategies Inc. held 31 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.52K as of Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Planning Strategies Inc. position in Q2 2026.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #656 holding.
  • 88 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.