WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
217 hedge funds and large institutions have $1.16B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 16 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more capital invested
Capital invested by funds: $1.01B → $1.16B (+$155M)
1.07% more ownership
Funds ownership: 60.53% → 61.6% (+1.1%)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1% less funds holding
Funds holding: 220 → 217 (-3)
11% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 89
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$30.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$16.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.4M |
| 4 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$5.36M |
| 5 |
MSRI
Michael S. Ryan Inc
Latham,
New York
|
+$5.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TownSquare Capital
Provo,
Utah
|
-$18M |
| 2 |
CCA
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
-$10.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.95M |
| 4 |
Morgan Stanley
New York
|
-$7.06M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
226
Spire Wealth Management
Mclean,
Virginia
| – | -$15K | -485 | Closed |
|
227
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$7.41K | -240 | Closed |
|
|
HCA
228
Heck Capital Advisors
Rhinelander,
Wisconsin
| – | -$5.68K | -184 | Closed |
|
|
PMFA
229
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$2.72K | -88 | Closed |
|
230
Jones Financial Companies
Des Peres,
Missouri
| – | -$2.29K | -74 | Closed |
|
|
CAM
231
Clarity Asset Management
Ames,
Iowa
| – | -$1.89K | -61 | Closed |
|
|
NP
232
NorthRock Partners
Minneapolis,
Minnesota
| – | -$1.79K | -58 | Closed |
|
|
KWM
233
Kiker Wealth Management
Jasper,
Georgia
| – | -$1.73K | -56 | Closed |
|
|
NFSG
234
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$370 | -12 | Closed |
|
XSOE Hedge Fund Activity: Q2 2025 in Review
217 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q2 2025, worth a combined $1.16B — up 15% from $1.01B a quarter earlier.
Fund positioning in XSOE was balanced in Q2 2025: 16 funds opened new positions, 16 closed out, 79 added to existing stakes and 89 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $30.4M. The largest seller was TownSquare Capital, exiting entirely with an estimated $18M sold.
- 217 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q2 2025, down from 220 in Q1 2025.
- Funds reported $1.16B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q2 2025, up 15% quarter-over-quarter.
- 16 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q2 2025 and 16 closed out, a net change of 0 holders.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q2 2025 was OneDigital Investment Advisors, an estimated $30.4M added.
- The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q2 2025 was TownSquare Capital, an estimated $18M sold.
Based on aggregated 13F filings for Q2 2025.