We are live on ! Find out more
XSOE icon

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

235 hedge funds and large institutions have $1.12B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 93 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

0% more funds holding

Funds holding: 234235 (+1)

1% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$12.8M)

1.71% less ownership

Funds ownership: 63.38%61.67% (-1.7%)

15% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 93

Holders
235
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
2.89%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.12%
New
21
Increased
79
Reduced
93
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$120M +$4.79M +114,974 +4%
Bank of America
2
Bank of America
North Carolina
$74.3M -$6.3M -151,464 -8%
VA
3
Valmark Advisers
Ohio
$65.8M -$2.68M -64,391 -4%
UBS Group
4
UBS Group
Switzerland
$57.5M +$2.68M +64,436 +5%
State of Wisconsin Investment Board
5
State of Wisconsin Investment Board
Wisconsin
$56.5M
Wells Fargo
6
Wells Fargo
California
$50.5M +$829K +19,928 +2%
LPL Financial
7
LPL Financial
California
$48.5M -$6.3M -151,430 -11%
ETS
8
ESL Trust Services
New York
$38.4M +$54.8K +1,317 +0.1%
Charles Schwab
9
Charles Schwab
California
$27.1M -$881K -21,172 -3%
EGWAG
10
Elwood & Goetz Wealth Advisory Group
Georgia
$24.8M +$452K +10,861 +2%
OIA
11
OneDigital Investment Advisors
Kansas
$24M -$6.8M -163,247 -21%
MIH
12
Meitav Investment House
Israel
$23.1M -$5.99K -144 -0%
WSWA
13
Warren Street Wealth Advisors
California
$21.8M -$902K -21,664 -4%
MSRI
14
Michael S. Ryan Inc
New York
$20.4M +$1.59M +38,261 +8%
PCA
15
Pallas Capital Advisors
Massachusetts
$19.8M -$1.92M -46,202 -9%
HAG
16
HighPoint Advisor Group
Illinois
$17.3M -$3.72M -89,324 -17%
Osaic Holdings
17
Osaic Holdings
Arizona
$17.1M -$4M -96,038 -18%
HFS
18
Howard Financial Services
Texas
$13.5M +$1.26M +30,267 +10%
TFA
19
Transamerica Financial Advisors
Florida
$13.2M -$1.31M -31,487 -9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$12.8M -$1.96M -47,111 -13%
WMR
21
Wealth Management Resources
Rhode Island
$12.7M -$12.5K -301 -0.1%
Stifel Financial
22
Stifel Financial
Missouri
$11.4M +$1.14M +27,330 +11%
KHLMVGHM
23
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.6M
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$10.3M -$159K -3,808 -1%
IWP
25
Invenio Wealth Partners
Florida
$10M +$1.9M +45,647 +22%

XSOE Hedge Fund Activity: Q1 2026 in Review

235 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2026, worth a combined $1.12B — down 1.1% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new XSOE positions and 16 closed out — a net gain of 5 holders — while 79 added to existing stakes and 93 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.79M. The largest seller was Susquehanna International Group, cutting an estimated $8.68M.

  • 235 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2026, up from 234 in Q4 2025.
  • Funds reported $1.12B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2026, down 1.1% quarter-over-quarter.
  • 21 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2026 and 16 closed out, a net change of +5 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2026 was Morgan Stanley, an estimated $4.79M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2026 was Susquehanna International Group, an estimated $8.68M sold.

Based on aggregated 13F filings for Q1 2026.