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Howard Financial Services’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Howard Financial Services’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 		$18.3M Buy
372,715
+35,882
+11% +$1.67M 1.83% 18
2026
Q1 		$13.5M Buy
336,833
+30,267
+10% +$1.26M 1.52% 21
2025
Q4 		$12M Buy
306,566
+4,963
+2% +$192K 1.4% 21
2025
Q3 		$11.4M Sell
301,603
-2,763
-0.9% -$99K 1.4% 21
2025
Q2 		$10.5M Sell
304,366
-14,100
-4% -$452K 1.38% 21
2025
Q1 		$9.83M Sell
318,466
-31,694
-9% -$984K 1.34% 20
2024
Q4 		$10.7M Sell
350,160
-31,373
-8% -$1M 1.45% 20
2024
Q3 		$12.6M Sell
381,533
-17,177
-4% -$534K 1.82% 17
2024
Q2 		$12.2M Buy
398,710
+29,974
+8% +$899K 2% 16
2024
Q1 		$10.9M Buy
368,736
+8,669
+2% +$247K 1.87% 18
2023
Q4 		$10.4M Buy
360,067
+25,295
+8% +$688K 2% 17
2023
Q3 		$8.93M Buy
334,772
+14,450
+5% +$406K 2.05% 16
2023
Q2 		$8.95M Sell
320,322
-1,984
-0.6% -$54.9K 2.14% 16
2023
Q1 		$8.97M Buy
322,306
+30,227
+10% +$849K 2.19% 16
2022
Q4 		$7.79M Sell
292,079
-40,830
-12% -$1.06M 2.05% 14
2022
Q3 		$8.2M Buy
332,909
+5,755
+2% +$161K 2.66% 9
2022
Q2 		$9.38M Sell
327,154
-7,936
-2% -$239K 3.19% 9
2022
Q1 		$10.9M Buy
335,090
+42,292
+14% +$1.47M 3.24% 9
2021
Q4 		$10.8M Buy
292,798
+60,825
+26% +$2.29M 3.24% 9
2021
Q3 		$8.66M Buy
231,973
+18,704
+9% +$733K 3.25% 9
2021
Q2 		$8.97M Buy
213,269
+17,257
+9% +$713K 3.52% 7
2021
Q1 		$7.98M Buy
196,012
+11,585
+6% +$489K 3.58% 7
2020
Q4 		$7.32M Buy
184,427
+27,261
+17% +$1M 3.85% 7
2020
Q3 		$5.29M Buy
157,166
+26,519
+20% +$881K 3.42% 7
2020
Q2 		$3.91M Buy
130,647
+97,877
+299% +$2.68M 2.78% 10
2020
Q1 		$800K Buy
+32,770
New +$955K 0.71% 25

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
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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Howard Financial Services's XSOE Position: Q2 2026 in Review

Howard Financial Services increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 11% in Q2 2026, buying an estimated $1.67M and bringing the position to 372,715 shares worth $18.3M. The position accounts for 1.83% of the portfolio, ranked #18.

Howard Financial Services first reported a position in XSOE in Q1 2020 and has held it in 26 quarters since. 71 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

  • Howard Financial Services held 372,715 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $18.3M as of Q2 2026.
  • Howard Financial Services bought 35,882 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $1.67M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 1.83% of Howard Financial Services's portfolio in Q2 2026, its #18 holding.
  • Howard Financial Services first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2020 and has held it in 26 quarters since.
  • 71 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.