Yoder Wealth Management, Inc. XSOE — WISDOMTREE TR

Ownership history in Yoder Wealth Management, Inc.  ·  13 quarters on record

AI Ownership Summary

Yoder Wealth Management, Inc. reported WISDOMTREE TR (XSOE) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.48% in 2023 Q4. The latest visible filing shows XSOE at 1.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XSOE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yoder Wealth Management, Inc.'s position in WISDOMTREE TR, 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
2026 Q1

XSOE was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

XSOE stock page Yoder Wealth Management, Inc. fund profile Yoder Wealth Management, Inc. full holdings
How Yoder Wealth Management, Inc. held XSOE — position size vs. price
% of Fund (quarterly)    XSOE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 55,531 -265 -0.5% 1.01% $2.2M 2026-04-22 $44.91
2025 Q4 REDUCED — — — 55,796 -520 -0.9% 0.99% $2.2M 2026-01-22 $41.47
2025 Q3 REDUCED — — — 56,316 -1,420 -2.5% 1.01% $2.1M 2025-10-22 $38.29
2025 Q2 REDUCED — — — 57,736 -1,455 -2.5% 1.03% $2.0M 2025-07-22 $34.75
2025 Q1 REDUCED — — — 59,191 -1,640 -2.7% 1.03% $1.8M 2025-04-22 $29.72
2024 Q4 REDUCED — — — 60,831 -1,297 -2.1% 1.02% $1.9M 2025-01-24 $30.49
2024 Q3 REDUCED 5.2% -7.0% ✅ 62,128 -3,390 -5.2% 1.23% $2.0M 2024-10-23 $31.89
2024 Q2 REDUCED — — — 65,518 -800 -1.2% 1.30% $2.0M 2024-07-23 $29.99
2024 Q1 REDUCED 8.5% +4.6% ❌ 66,318 -6,165 -8.5% 1.27% $2.0M 2024-04-19 $27.42
2023 Q4 REDUCED 27.8% +2.3% ❌ 72,483 -27,915 -27.8% 1.48% $2.1M 2024-02-02 $26.76
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XSOE

As of 2026 Q1 — sorted by position size

Marathon Mission, Inc. 11.86% Warren Street Wealth Advisors, LLC 3Y 5.54% INVENIO WEALTH PARTNERS LLC 3.97% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 1.52% Pallas Capital Advisors LLC 3Y 0.74% Oxinas Partners, LLC 3Y 0.65% NORTHBRIDGE FINANCIAL GROUP, LLC 0.51% DRIVE WEALTH MANAGEMENT, LLC 3Y 0.47% FIRST FINANCIAL CORP /IN/ 3Y 7Y 0.46% CLIENT 1ST ADVISORY GROUP, LLC 3Y 0.43%

FAQ About Yoder Wealth Management, Inc. and XSOE

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

How long has Yoder Wealth Management, Inc. reported owning XSOE?

Yoder Wealth Management, Inc. reported XSOE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported XSOE position in Yoder Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for XSOE was 1.48% in 2023 Q4.

What is the latest reported XSOE position on this page?

The most recent filing on this page is 2026 Q1, when Yoder Wealth Management, Inc. reported 55,531 shares, equal to 1.01% of portfolio, with an estimated market value of $2.2M.

What does the chart on this XSOE ownership page compare?

The chart compares Yoder Wealth Management, Inc.'s quarterly XSOE 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.

How well did Yoder Wealth Management, Inc. time their XSOE position?

Based on 13F filing dates vs. subsequent XSOE price moves, Yoder Wealth Management, Inc. correctly timed 4 out of 12 reported position changes (33%). The annualised alpha on XSOE relative to SPY over the holding period was -2.0%.

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