Stifel Financial
XSOE icon

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

Stifel 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 		$11.4M Buy
285,217
+27,330
+11% +$1.14M 0.01% 886
2025
Q4 		$10.1M Sell
257,887
-10,453
-4% -$404K 0.01% 949
2025
Q3 		$10.2M Sell
268,340
-2,503
-0.9% -$89.6K 0.01% 938
2025
Q2 		$9.34M Sell
270,843
-25,253
-9% -$809K 0.01% 917
2025
Q1 		$9.14M Sell
296,096
-86,852
-23% -$2.7M 0.01% 876
2024
Q4 		$11.7M Sell
382,948
-41,233
-10% -$1.32M 0.01% 796
2024
Q3 		$14M Sell
424,181
-19,452
-4% -$604K 0.01% 726
2024
Q2 		$13.6M Sell
443,633
-102,915
-19% -$3.09M 0.02% 699
2024
Q1 		$16.1M Sell
546,548
-26,201
-5% -$747K 0.02% 629
2023
Q4 		$16.5M Sell
572,749
-123,138
-18% -$3.35M 0.02% 586
2023
Q3 		$18.6M Sell
695,887
-35,406
-5% -$995K 0.03% 492
2023
Q2 		$20.4M Buy
731,293
+276
+0% +$7.64K 0.03% 469
2023
Q1 		$20.4M Buy
731,017
+33,165
+5% +$931K 0.03% 451
2022
Q4 		$18.6M Sell
697,852
-113,329
-14% -$2.94M 0.03% 466
2022
Q3 		$20M Buy
811,181
+49,415
+6% +$1.38M 0.03% 428
2022
Q2 		$21.8M Sell
761,766
-51,848
-6% -$1.56M 0.03% 419
2022
Q1 		$26.6M Buy
813,614
+178,867
+28% +$6.21M 0.04% 409
2021
Q4 		$23.4M Sell
634,747
-75,634
-11% -$2.84M 0.03% 452
2021
Q3 		$26.5M Buy
710,381
+60,467
+9% +$2.37M 0.04% 393
2021
Q2 		$27.3M Buy
649,914
+103,701
+19% +$4.29M 0.04% 368
2021
Q1 		$22.2M Buy
546,213
+298,937
+121% +$12.6M 0.04% 401
2020
Q4 		$9.81M Buy
247,276
+192,054
+348% +$7.06M 0.02% 607
2020
Q3 		$1.86M Buy
55,222
+40,497
+275% +$1.35M ﹤0.01% 1249
2020
Q2 		$440K Sell
14,725
-212,853
-94% -$5.82M ﹤0.01% 2127
2020
Q1 		$5.56M Sell
227,578
-7,848
-3% -$229K 0.02% 633
2019
Q4 		$7.35M Buy
235,426
+5,113
+2% +$150K 0.02% 721
2019
Q3 		$6.37M Sell
230,313
-129
-0.1% -$3.62K 0.02% 733
2019
Q2 		$6.65M Buy
230,442
+95
+0% +$2.71K 0.02% 732
2019
Q1 		$6.65M Buy
230,347
+21,955
+11% +$610K 0.02% 685
2018
Q4 		$5.33M Buy
+208,392
New +$5.43M 0.02% 739

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

Stifel Financial's XSOE Position: Q1 2026 in Review

Stifel Financial increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 11% in Q1 2026, buying an estimated $1.14M and bringing the position to 285,217 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #886.

Stifel Financial first reported a position in XSOE in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.3M in Q2 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q1 2026.

  • Stifel Financial held 285,217 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $11.4M as of Q1 2026.
  • Stifel Financial bought 27,330 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2026, an estimated $1.14M.
  • WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #886 holding.
  • Stifel Financial first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2018 and has held it in 30 quarters since.
  • Stifel Financial's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $27.3M 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 Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.