Jeff Yass’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Jeff Yass’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	–	Sell	-8,700	Closed	-$339K	–	14255
2025 Q4	$339K	Buy	+8,700	New	+$336K	﹤0.01%	9659
2022 Q1	–	Sell	-12,300	Closed	-$453K	–	14112
2021 Q4	$453K	Buy	12,300 +1,300	+12%	+$48.9K	﹤0.01%	9464
2021 Q3	$411K	Buy	+11,000	New	+$431K	﹤0.01%	9867

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

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

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

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

HAG

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

Jeff Yass's XSOE Position: Q2 2026 in Review

Jeff Yass increased its WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) stake by 214% in Q2 2026, buying an estimated $15.2M and bringing the position to 480,219 shares worth $23.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Jeff Yass first reported a position in XSOE in Q1 2018 and has held it in 27 quarters since. The position peaked at $40.5M in Q3 2024. 236 funds tracked by Wall St. Rank hold XSOE as of Q2 2026.

Jeff Yass held 480,219 shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $23.6M as of Q2 2026.
Jeff Yass bought 327,067 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q2 2026, an estimated $15.2M.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #2279 holding.
Jeff Yass first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2018 and has held it in 27 quarters since.
Jeff Yass's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $40.5M in Q3 2024.
236 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.