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

Jones Financial Companies’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	$3.99K	Buy	+83	New	+$3.86K	﹤0.01%	4198
2025 Q2	–	Sell	-74	Closed	-$2.29K	–	4176
2025 Q1	$2.29K	Buy	74 +22	+42%	+$683	﹤0.01%	3214
2024 Q4	$1.58K	Buy	+52	New	+$1.67K	﹤0.01%	3051

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

Jones Financial Companies's XSOE Position: Q2 2026 in Review

Jones Financial Companies opened a new position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q2 2026: 83 shares worth $3.99K. The stake represents ﹤0.01% of the portfolio and ranks #4198 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in XSOE as recently as Q1 2025.

Jones Financial Companies first reported a position in XSOE in Q4 2024 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Jones Financial Companies held 83 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $3.99K as of Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund was a new Jones Financial Companies position in Q2 2026.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4198 holding.
Jones Financial Companies first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2024 and has held it in 3 quarters since.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.