Howard Financial Services
XSOE icon

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
Q3 		$18.1M Buy
385,953
+13,733
+4% +$644K 1.89% 17
2026
Q2 		$18.3M Buy
372,220
+35,387
+11% +$1.64M 1.97% 17
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 		$9.8M 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

Michael S. Ryan Inc
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Evergreen Private Wealth
Evergreen Private Wealth Greenwood Village, Colorado $273M AUM 22.63% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Howard Financial Services's XSOE Position: Q3 2026 in Review

Howard Financial Services increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 3.7% in Q3 2026, buying an estimated $644K and bringing the position to 385,953 shares worth $18.1M. The position accounts for 1.89% of the portfolio, ranked #17.

Howard Financial Services first reported a position in XSOE in Q1 2020 and has held it in 27 quarters since. The position peaked at $18.3M in Q2 2026. 82 funds tracked by Wall St. Rank hold XSOE as of Q3 2026.

  • Howard Financial Services held 385,953 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $18.1M as of Q3 2026.
  • Howard Financial Services bought 13,733 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q3 2026, an estimated $644K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 1.89% of Howard Financial Services's portfolio in Q3 2026, its #17 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 27 quarters since.
  • Howard Financial Services's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $18.3M in Q2 2026.
  • 82 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.