Yoder Wealth Management’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Yoder Wealth Management’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 Q1	$2.22M	Sell	55,531 -265	-0.5%	-$11K	1.01%	31
2025 Q4	$2.17M	Sell	55,796 -520	-0.9%	-$20.1K	0.99%	33
2025 Q3	$2.13M	Sell	56,316 -1,420	-2%	-$50.9K	1.01%	30
2025 Q2	$1.99M	Sell	57,736 -1,455	-2%	-$46.6K	1.03%	31
2025 Q1	$1.83M	Sell	59,191 -1,640	-3%	-$50.9K	1.03%	32
2024 Q4	$1.85M	Sell	60,831 -1,297	-2%	-$41.5K	1.02%	31
2024 Q3	$2.05M	Sell	62,128 -3,390	-5%	-$105K	1.23%	26
2024 Q2	$2M	Sell	65,518 -800	-1%	-$24K	1.3%	25
2024 Q1	$1.95M	Sell	66,318 -6,165	-9%	-$176K	1.27%	24
2023 Q4	$2.09M	Sell	72,483 -27,915	-28%	-$760K	1.48%	23
2023 Q3	$2.68M	Sell	100,398 -5,809	-5%	-$163K	2.21%	12
2023 Q2	$2.97M	Sell	106,207 -4,843	-4%	-$134K	2.34%	12
2023 Q1	$3.09M	Buy	+111,050	New	+$3.12M	2.57%	10

Other funds holding XSOE

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

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

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

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

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

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Yoder Wealth Management's XSOE Position: Q1 2026 in Review

Yoder Wealth Management reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 0.47% in Q1 2026, selling an estimated $11K and leaving 55,531 shares worth $2.22M. The position accounts for 1.01% of the portfolio, ranked #31.

Yoder Wealth Management first reported a position in XSOE in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.09M in Q1 2023. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

Yoder Wealth Management held 55,531 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $2.22M as of Q1 2026.
Yoder Wealth Management sold 265 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $11K.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 1.01% of Yoder Wealth Management's portfolio in Q1 2026, its #31 holding.
Yoder Wealth Management first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2023 and has held it in 13 quarters since.
Yoder Wealth Management's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.09M in Q1 2023.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.