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

Key Financial Inc’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 		$355K Buy
8,853
+2,524
+40% +$105K 0.06% 222
2025
Q4 		$247K Buy
6,329
+765
+14% +$29.5K 0.05% 259
2025
Q3 		$213K Buy
5,564
+375
+7% +$13.4K 0.04% 278
2025
Q2 		$179K Buy
5,189
+250
+5% +$8.01K 0.04% 293
2025
Q1 		$152K Hold
4,939
– – 0.03% 300
2024
Q4 		$151K Buy
4,939
+965
+24% +$30.9K 0.03% 295
2024
Q3 		$131K Sell
3,974
-476
-11% -$14.8K 0.03% 306
2024
Q2 		$136K Buy
4,450
+1,805
+68% +$54.1K 0.03% 285
2024
Q1 		$77.9K Hold
2,645
– – 0.02% 366
2023
Q4 		$76.4K Sell
2,645
-4,516
-63% -$123K 0.02% 355
2023
Q3 		$191K Sell
7,161
-353
-5% -$9.92K 0.06% 213
2023
Q2 		$210K Buy
7,514
+2,249
+43% +$62.3K 0.07% 202
2023
Q1 		$147K Sell
5,265
-2,932
-36% -$82.3K 0.05% 235
2022
Q4 		$202K Hold
8,197
– – 0.1% 162
2022
Q3 		$202K Sell
8,197
-2,085
-20% -$58.2K 0.1% 165
2022
Q2 		$293K Buy
10,282
+9,355
+1,009% +$282K 0.16% 114
2022
Q1 		$30K Buy
927
+437
+89% +$15.2K 0.01% 431
2021
Q4 		$18K Buy
490
+38
+8% +$1.43K 0.01% 507
2021
Q3 		$17K Buy
452
+217
+92% +$8.5K 0.01% 498
2021
Q2 		$9K Buy
235
+175
+292% +$7.23K 0.01% 605
2021
Q1 		$2K Buy
+60
New +$2.54K ﹤0.01% 703

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

Key Financial Inc's XSOE Position: Q1 2026 in Review

Key Financial Inc increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 40% in Q1 2026, buying an estimated $105K and bringing the position to 8,853 shares worth $355K. The position accounts for 0.06% of the portfolio, ranked #222.

Key Financial Inc first reported a position in XSOE in Q1 2021 and has held it in 21 quarters since. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Key Financial Inc held 8,853 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $355K as of Q1 2026.
  • Key Financial Inc bought 2,524 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $105K.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.06% of Key Financial Inc's portfolio in Q1 2026, its #222 holding.
  • Key Financial Inc first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 21 quarters since.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.