JFS Wealth Advisors’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

JFS Wealth Advisors’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	$6.27K	Hold	127	–	–	﹤0.01%	1195
2026 Q1	$5.08K	Hold	127	–	–	﹤0.01%	1194
2025 Q4	$4.94K	Buy	127 +1	+0.8%	+$39	﹤0.01%	1238
2025 Q3	$4.77K	Buy	126 +1	+0.8%	+$36	﹤0.01%	1130
2025 Q2	$4.32K	Sell	125 -53	-30%	-$1.7K	﹤0.01%	1131
2025 Q1	$5.48K	Buy	178 +1	+0.6%	+$31	﹤0.01%	1085
2024 Q4	$5.41K	Hold	177	–	–	﹤0.01%	1105
2024 Q3	$5.84K	Buy	177 +1	+0.6%	+$31	﹤0.01%	1067
2024 Q2	$5.39K	Buy	176 +1	+0.6%	+$30	﹤0.01%	1035
2024 Q1	$5.16K	Sell	175 -78	-31%	-$2.22K	﹤0.01%	1085
2023 Q4	$7.31K	Buy	253 +1	+0.4%	+$27	﹤0.01%	897
2023 Q3	$6.72K	Buy	252 +1	+0.4%	+$28	﹤0.01%	872
2023 Q2	$7.02K	Buy	251 +1	+0.4%	+$28	﹤0.01%	865
2023 Q1	$6.96K	Hold	250	–	–	﹤0.01%	859
2022 Q4	$6.67K	Hold	250	–	–	﹤0.01%	873
2022 Q3	$6K	Buy	250 +2	+0.8%	+$56	﹤0.01%	955
2022 Q2	$7K	Buy	248 +2	+0.8%	+$60	﹤0.01%	908
2022 Q1	$8K	Hold	246	–	–	﹤0.01%	892
2021 Q4	$9K	Hold	246	–	–	﹤0.01%	712
2021 Q3	$9K	Buy	+246	New	+$9.64K	﹤0.01%	666

Other funds holding XSOE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $587M AUM 22.12% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

JFS Wealth Advisors's XSOE Position: Q2 2026 in Review

JFS Wealth Advisors held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 127 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

JFS Wealth Advisors first reported a position in XSOE in Q3 2021 and has held it in 20 quarters since. The position peaked at $9K in Q4 2021. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

JFS Wealth Advisors held 127 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $6.27K as of Q2 2026.
JFS Wealth Advisors left its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1195 holding.
JFS Wealth Advisors first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2021 and has held it in 20 quarters since.
JFS Wealth Advisors's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $9K in Q4 2021.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.