Jim Simons’s WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE Stock Holding History

Jim Simons’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 Q1	–	Sell	-6,700	Closed	-$204K	–	3901
2024 Q4	$204K	Buy	+6,700	New	+$215K	﹤0.01%	3164
2023 Q4	–	Sell	-13,500	Closed	-$360K	–	4205
2023 Q3	$360K	Buy	+13,500	New	+$379K	﹤0.01%	2855
2023 Q1	–	Sell	-17,800	Closed	-$475K	–	4467
2022 Q4	$475K	Buy	+17,800	New	+$462K	﹤0.01%	2977
2022 Q2	–	Sell	-37,200	Closed	-$1.22M	–	4625
2022 Q1	$1.22M	Buy	37,200 +5,200	+16%	+$180K	﹤0.01%	2601
2021 Q4	$1.18M	Buy	32,000 +22,300	+230%	+$838K	﹤0.01%	2526
2021 Q3	$362K	Buy	+9,700	New	+$380K	﹤0.01%	3016
2021 Q2	–	Sell	-47,080	Closed	-$1.92M	–	3820
2021 Q1	$1.92M	Buy	+47,080	New	+$1.99M	﹤0.01%	2256

Other funds holding XSOE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

ETS

ESL Trust Services Rochester, New York $524M AUM 17.18% 1-Year Est. Return

Jim Simons's XSOE Position: Q1 2025 in Review

Jim Simons sold out of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) in Q1 2025, closing a stake of 6,700 shares — an estimated $204K sold.

Jim Simons first reported a position in XSOE in Q1 2021 and held it in 7 quarters. The position peaked at $1.92M in Q1 2021. 220 funds tracked by Wall St. Rank hold XSOE as of Q1 2025.

Jim Simons reported no remaining WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position as of Q1 2025 after selling out during the quarter.
Jim Simons sold 6,700 WisdomTree Emerging Markets ex-State-Owned Enterprises Fund shares in Q1 2025, an estimated $204K.
Jim Simons first reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in Q1 2021 and held it in 7 quarters.
Jim Simons's WisdomTree Emerging Markets ex-State-Owned Enterprises Fund position peaked at $1.92M in Q1 2021.
220 funds tracked by Wall St. Rank held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund as of Q1 2025.

Based on Renaissance Technologies's 13F filing for Q1 2025, filed 14 May 2025.