Woodmont Investment Counsel’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Woodmont Investment Counsel’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	$283K	Hold	5,745	–	–	0.02%	249
2026 Q1	$230K	Hold	5,745	–	–	0.01%	248
2025 Q4	$224K	Hold	5,745	–	–	0.01%	247
2025 Q3	$218K	Buy	+5,745	New	+$206K	0.01%	251
2025 Q1	–	Sell	-8,661	Closed	-$264K	–	278
2024 Q4	$264K	Sell	8,661 -315	-4%	-$10.1K	0.02%	241
2024 Q3	$296K	Sell	8,976 -47	-0.5%	-$1.46K	0.02%	229
2024 Q2	$276K	Sell	9,023 -132	-1%	-$3.96K	0.02%	223
2024 Q1	$270K	Sell	9,155 -10,461	-53%	-$298K	0.02%	232
2023 Q4	$567K	Sell	19,616 -114,398	-85%	-$3.11M	0.05%	167
2023 Q3	$3.57M	Buy	134,014 +2,807	+2%	+$78.9K	0.38%	62
2023 Q2	$3.67M	Buy	131,207 +1,970	+2%	+$54.6K	0.38%	61
2023 Q1	$3.6M	Buy	129,237 +22,844	+21%	+$641K	0.38%	64
2022 Q4	$2.84M	Buy	106,393 +12,148	+13%	+$316K	0.32%	73
2022 Q3	$2.32M	Buy	94,245 +14,720	+19%	+$411K	0.29%	80
2022 Q2	$2.28M	Buy	79,525 +8,745	+12%	+$263K	0.28%	83
2022 Q1	$2.31M	Sell	70,780 -20,165	-22%	-$700K	0.27%	83
2021 Q4	$3.35M	Sell	90,945 -995	-1%	-$37.4K	0.43%	56
2021 Q3	$3.43M	Buy	91,940 +29,915	+48%	+$1.17M	0.5%	53
2021 Q2	$2.61M	Buy	62,025 +45,044	+265%	+$1.86M	0.41%	61
2021 Q1	$691K	Buy	+16,981	New	+$717K	0.12%	123

Other funds holding XSOE

HAG

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

WSWA

Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

WMR

Wealth Management Resources Smithfield, Rhode Island $324M AUM 15.49% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Woodmont Investment Counsel's XSOE Position: Q2 2026 in Review

Woodmont Investment Counsel held its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) position steady in Q2 2026 at 5,745 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #249.

Woodmont Investment Counsel first reported a position in XSOE in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.67M in Q2 2023. 116 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Woodmont Investment Counsel held 5,745 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $283K as of Q2 2026.
Woodmont Investment Counsel 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 0.02% of Woodmont Investment Counsel's portfolio in Q2 2026, its #249 holding.
Woodmont Investment Counsel first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and has held it in 20 quarters since.
Woodmont Investment Counsel's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $3.67M in Q2 2023.
116 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.