Janney Montgomery Scott
XSOE icon

Janney Montgomery Scott’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Janney Montgomery Scott’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 		$246K Buy
6,136
+92
+2% +$3.83K ﹤0.01% 2523
2025
Q4 		$236K Sell
6,044
-664
-10% -$25.6K ﹤0.01% 2709
2025
Q3 		$255K Buy
6,708
+322
+5% +$11.5K ﹤0.01% 2587
2025
Q2 		$220K Buy
+6,386
New +$204K ﹤0.01% 2521
2024
Q4 		– Sell
-6,833
Closed -$226K – 2873
2024
Q3 		$226K Sell
6,833
-772
-10% -$24K ﹤0.01% 2460
2024
Q2 		$233K Sell
7,605
-3,048
-29% -$91.4K ﹤0.01% 2364
2024
Q1 		$314K Buy
10,653
+1,250
+13% +$35.6K ﹤0.01% 2313
2023
Q4 		$272K Sell
9,403
-3,783
-29% -$103K ﹤0.01% 2288
2023
Q3 		$352K Sell
13,186
-2,156
-14% -$60.6K ﹤0.01% 2036
2023
Q2 		$429K Sell
15,342
-489
-3% -$13.5K ﹤0.01% 1993
2023
Q1 		$441K Sell
15,831
-1,231
-7% -$34.6K ﹤0.01% 1800
2022
Q4 		$455K Sell
17,062
-1,229
-7% -$31.9K ﹤0.01% 1841
2022
Q3 		$450K Sell
18,291
-2,042
-10% -$57K ﹤0.01% 1768
2022
Q2 		$589K Sell
20,333
-5,826
-22% -$175K ﹤0.01% 1518
2022
Q1 		$854K Buy
26,159
+2,434
+10% +$84.5K ﹤0.01% 1343
2021
Q4 		$874K Sell
23,725
-15,045
-39% -$565K ﹤0.01% 1410
2021
Q3 		$1.45M Sell
38,770
-152,882
-80% -$5.99M 0.01% 1100
2021
Q2 		$8.06M Sell
191,652
-76,966
-29% -$3.18M 0.04% 431
2021
Q1 		$10.9M Buy
268,618
+258,382
+2,524% +$10.9M 0.05% 312
2020
Q4 		$406K Buy
+10,236
New +$376K ﹤0.01% 1701

Other funds holding XSOE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
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

Janney Montgomery Scott's XSOE Position: Q1 2026 in Review

Janney Montgomery Scott increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 1.5% in Q1 2026, buying an estimated $3.83K and bringing the position to 6,136 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Janney Montgomery Scott first reported a position in XSOE in Q4 2020 and has held it in 20 quarters since. The position peaked at $10.9M in Q1 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Janney Montgomery Scott held 6,136 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $246K as of Q1 2026.
  • Janney Montgomery Scott bought 92 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $3.83K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2523 holding.
  • Janney Montgomery Scott first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2020 and has held it in 20 quarters since.
  • Janney Montgomery Scott's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $10.9M in Q1 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.