XY Planning Network
XSOE icon

XY Planning Network’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

XY Planning Network’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
Q3 		$1.09M Buy
23,168
+324
+1% +$15.2K 0.12% 147
2026
Q2 		$1.12M Buy
22,844
+1,785
+8% +$82.9K 0.14% 134
2026
Q1 		$850K Buy
21,059
+6,452
+44% +$269K 0.14% 142
2025
Q4 		$570K Buy
+14,607
New +$564K 0.1% 161

Other funds holding XSOE

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
Wealth Management Resources
Wealth Management Resources Smithfield, Rhode Island $324M AUM 8.9% 1-Year Est. Return
Sloy Dahl & Holst
Sloy Dahl & Holst Vancouver, Washington $693M AUM 4.8% 1-Year Est. Return
American Financial & Tax Strategies
American Financial & Tax Strategies New York $217M AUM 9.89% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

XY Planning Network's XSOE Position: Q3 2026 in Review

XY Planning Network increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.4% in Q3 2026, buying an estimated $15.2K and bringing the position to 23,168 shares worth $1.09M. The position accounts for 0.12% of the portfolio, ranked #147.

XY Planning Network first reported a position in XSOE in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q2 2026. 57 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • XY Planning Network held 23,168 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.09M as of Q3 2026.
  • XY Planning Network bought 324 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $15.2K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.12% of XY Planning Network's portfolio in Q3 2026, its #147 holding.
  • XY Planning Network first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2025 and has held it in 4 quarters since.
  • XY Planning Network's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.12M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.