XC β€” WISDOMTREE EMERGING MARKETS EX-CHINA FUND

Ownership history in OARSMAN CAPITAL, INC.  Β·  4 quarters on record

AI Ownership Summary

OARSMAN CAPITAL, INC. reported WISDOMTREE EMERGING MARKETS EX-CHINA FUND (XC) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows XC at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OARSMAN CAPITAL, INC.'s position in WISDOMTREE EMERGING MARKETS EX-CHINA FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XC was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OARSMAN CAPITAL, INC. held XC β€” position size vs. price
% of Fund (quarterly)    XC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 6,768 +689 +11.3% 0.03% $220K 2026-02-14 (Est.) $33.92
2025 Q3 ADDED 6,079 +2,539 +71.7% 0.03% $211K 2025-11-21 $31.41
2024 Q4 ADDED 3,540 +58 +1.7% 0.02% $109K 2025-02-13 $27.76
2024 Q3 INITIATED 3,482 β€” β€” 0.02% $115K 2024-11-08 $28.60

🏒 Other funds also holding XC

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 1.87%

FAQ About OARSMAN CAPITAL, INC. and XC

These are the practical questions this page is built to answer before you even open the full history table.

How long has OARSMAN CAPITAL, INC. reported owning XC?

OARSMAN CAPITAL, INC. reported XC across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported XC position in OARSMAN CAPITAL, INC.'s portfolio?

The largest reported portfolio weight for XC was 0.03% in 2025 Q3.

What is the latest reported XC position on this page?

The most recent filing on this page is 2025 Q4, when OARSMAN CAPITAL, INC. reported 6,768 shares, equal to 0.03% of portfolio, with an estimated market value of $220K.

What does the chart on this XC ownership page compare?

The chart compares OARSMAN CAPITAL, INC.'s quarterly XC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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