LPL Financial
XSOE icon

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

LPL Financial’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 		$48.5M Sell
1,210,114
-151,430
-11% -$6.3M 0.01% 935
2025
Q4 		$53.1M Sell
1,361,544
-199,971
-13% -$7.72M 0.01% 845
2025
Q3 		$59.2M Buy
1,561,515
+34,611
+2% +$1.24M 0.02% 764
2025
Q2 		$52.6M Buy
1,526,904
+52,115
+4% +$1.67M 0.02% 739
2025
Q1 		$45.5M Sell
1,474,789
-40,098
-3% -$1.24M 0.02% 723
2024
Q4 		$46.2M Buy
1,514,887
+104,492
+7% +$3.35M 0.02% 689
2024
Q3 		$46.6M Buy
1,410,395
+50,251
+4% +$1.56M 0.02% 647
2024
Q2 		$41.7M Sell
1,360,144
-53,129
-4% -$1.59M 0.02% 631
2024
Q1 		$41.6M Sell
1,413,273
-175,880
-11% -$5.01M 0.02% 606
2023
Q4 		$45.9M Sell
1,589,153
-637,877
-29% -$17.4M 0.03% 530
2023
Q3 		$59.4M Sell
2,227,030
-10,364
-0.5% -$291K 0.04% 404
2023
Q2 		$62.5M Buy
2,237,394
+58,318
+3% +$1.61M 0.04% 380
2023
Q1 		$60.7M Buy
2,179,076
+266,956
+14% +$7.5M 0.05% 364
2022
Q4 		$51M Sell
1,912,120
-142,540
-7% -$3.7M 0.04% 389
2022
Q3 		$50.6M Sell
2,054,660
-166,782
-8% -$4.66M 0.05% 343
2022
Q2 		$63.7M Sell
2,221,442
-233,034
-9% -$7.01M 0.06% 293
2022
Q1 		$80.2M Sell
2,454,476
-1,349,076
-35% -$46.8M 0.07% 264
2021
Q4 		$140M Buy
3,803,552
+162,006
+4% +$6.09M 0.12% 157
2021
Q3 		$136M Sell
3,641,546
-2,758,178
-43% -$108M 0.13% 154
2021
Q2 		$269M Buy
6,399,724
+1,732,230
+37% +$71.6M 0.27% 77
2021
Q1 		$190M Buy
4,667,494
+1,129,689
+32% +$47.7M 0.22% 96
2020
Q4 		$140M Buy
3,537,805
+552,187
+18% +$20.3M 0.18% 110
2020
Q3 		$101M Buy
2,985,618
+1,613,527
+118% +$53.6M 0.16% 131
2020
Q2 		$41M Buy
1,372,091
+710,145
+107% +$19.4M 0.07% 243
2020
Q1 		$16.2M Buy
661,946
+310,971
+89% +$9.06M 0.03% 365
2019
Q4 		$11M Buy
350,975
+13,831
+4% +$405K 0.02% 545
2019
Q3 		$9.32M Buy
337,144
+301
+0.1% +$8.44K 0.02% 556
2019
Q2 		$9.72M Sell
336,843
-3,978
-1% -$114K 0.02% 521
2019
Q1 		$9.83M Sell
340,821
-6,877
-2% -$191K 0.02% 508
2018
Q4 		$8.89M Buy
347,698
+310,549
+836% +$8.09M 0.02% 485
2018
Q3 		$1.05M Sell
37,149
-4,894
-12% -$142K ﹤0.01% 1646
2018
Q2 		$1.24M Buy
42,043
+2,002
+5% +$62.5K ﹤0.01% 1486
2018
Q1 		$1.29M Buy
40,041
+17,132
+75% +$569K ﹤0.01% 1412
2017
Q4 		$730K Buy
22,909
+7,299
+47% +$226K ﹤0.01% 1752
2017
Q3 		$462K Buy
+15,610
New +$451K ﹤0.01% 2004

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
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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

LPL Financial's XSOE Position: Q1 2026 in Review

LPL Financial reduced its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 11% in Q1 2026, selling an estimated $6.3M and leaving 1,210,114 shares worth $48.5M. The position accounts for 0.01% of the portfolio, ranked #935.

LPL Financial first reported a position in XSOE in Q3 2017 and has held it in 35 quarters since. The position peaked at $269M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • LPL Financial held 1,210,114 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $48.5M as of Q1 2026.
  • LPL Financial sold 151,430 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $6.3M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of LPL Financial's portfolio in Q1 2026, its #935 holding.
  • LPL Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q3 2017 and has held it in 35 quarters since.
  • LPL Financial's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $269M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.