Clal Insurance’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Clal Insurance’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
2025 Q4	–	Sell	-1,360,000	Closed	-$51.6M	–	231
2025 Q3	$51.6M	Hold	1,360,000	–	–	0.39%	57
2025 Q2	$46.9M	Hold	1,360,000	–	–	0.46%	52
2025 Q1	$42M	Sell	1,360,000 -449,401	-25%	-$13.9M	0.43%	48
2024 Q4	$55.2M	Hold	1,809,401	–	–	0.5%	45
2024 Q3	$59.8M	Hold	1,809,401	–	–	0.53%	46
2024 Q2	$55.4M	Hold	1,809,401	–	–	0.58%	41
2024 Q1	$53.3M	Hold	1,809,401	–	–	0.6%	44
2023 Q4	$52.3M	Hold	1,809,401	–	–	0.68%	39
2023 Q3	$48.3M	Hold	1,809,401	–	–	0.67%	37
2023 Q2	$50.6M	Sell	1,809,401 -23,460	-1%	-$650K	0.6%	45
2023 Q1	$51M	Sell	1,832,861 -100,000	-5%	-$2.81M	0.76%	38
2022 Q4	$51.6M	Hold	1,932,861	–	–	0.77%	42
2022 Q3	$47.6M	Hold	1,932,861	–	–	0.65%	51
2022 Q2	$55.4M	Hold	1,932,861	–	–	0.74%	45
2022 Q1	$63.1M	Hold	1,932,861	–	–	0.67%	50
2021 Q4	$71.2M	Hold	1,932,861	–	–	0.77%	42
2021 Q3	$72.1M	Sell	1,932,861 -757,000	-28%	-$29.7M	0.82%	41
2021 Q2	$113M	Sell	2,689,861 -1,430,400	-35%	-$59.1M	1.29%	25
2021 Q1	$168M	Buy	4,120,261 +1,927,561	+88%	+$81.4M	1.94%	9
2020 Q4	$81.3M	Sell	2,192,700 -7,300	-0.3%	-$268K	1.1%	29
2020 Q3	$74.1M	Hold	2,200,000	–	–	1.25%	30
2020 Q2	$65.8M	Hold	2,200,000	–	–	1.3%	28
2020 Q1	$53.7M	Buy	2,200,000 +2,131,316	+3,103%	+$62.1M	1.34%	26
2019 Q4	$2.2M	Buy	+68,684	New	+$2.01M	2.36%	12

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clal Insurance's XSOE Position: Q4 2025 in Review

Clal Insurance sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q4 2025, closing a stake of 1,360,000 shares — an estimated $51.6M sold.

Clal Insurance first reported a position in XSOE in Q4 2019 and held it in 24 quarters. The position peaked at $168M in Q1 2021. 235 funds tracked by Wall St. Rank hold XSOE as of Q4 2025.

Clal Insurance reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q4 2025 after selling out during the quarter.
Clal Insurance sold 1,360,000 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q4 2025, an estimated $51.6M.
Clal Insurance first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q4 2019 and held it in 24 quarters.
Clal Insurance's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $168M in Q1 2021.
235 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q4 2025.

Based on Clal Insurance's 13F filing for Q4 2025, filed 13 Feb 2026.