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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
217
Holders Change
-3
Holders Change %
-1.36%
% of All Funds
2.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
16
Increased
79
Reduced
89
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
+$30.4M
2
Wells Fargo
Wells Fargo
California
+$16.6M
3
Osaic Holdings
Osaic Holdings
Arizona
+$15.4M
4
PCA
Pallas Capital Advisors
Massachusetts
+$5.36M
5
MSRI
Michael S. Ryan Inc
New York
+$5.03M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$18M
2
CCA
Clearwater Capital Advisors
Illinois
-$10.5M
3
UBS Group
UBS Group
Switzerland
-$9.95M
4
Morgan Stanley
Morgan Stanley
New York
-$7.06M
5
OMC
Old Mission Capital
Illinois
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFTS
26
American Financial & Tax Strategies
New York
$9.47M -$263K -8,216 -3%
Stifel Financial
27
Stifel Financial
Missouri
$9.34M -$809K -25,253 -9%
SDH
28
Sloy Dahl & Holst
Washington
$8.19M +$430K +13,417 +6%
Ameriprise
29
Ameriprise
Minnesota
$7.92M +$335K +10,467 +5%
HBS
30
Howard Bailey Securities
Indiana
$7.79M +$173K +5,411 +2%
GA
31
Goldstein Advisors
Wisconsin
$7.71M -$50.3K -1,572 -0.7%
GAM
32
Gould Asset Management
California
$7.65M -$411K -12,831 -5%
IWP
33
Invenio Wealth Partners
Florida
$7.3M -$514K -16,066 -7%
MOS
34
MGO One Seven
Ohio
$6.9M +$86.7K +2,709 +1%
AAP
35
Arax Advisory Partners
Colorado
$6.7M +$1.66M +51,803 +36%
Betterment LLC
36
Betterment LLC
New York
$6.48M -$157K -4,902 -3%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$6.48M -$327K -10,207 -5%
WMG
38
WESCAP Management Group
California
$6.44M +$193K +6,021 +3%
AI
39
Atria Investments
North Carolina
$6.31M +$447K +13,954 +8%
EPW
40
Evergreen Private Wealth
Colorado
$6.19M +$162K +5,066 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$6.15M +$32.1K +1,002 +0.6%
SWP
42
Stratos Wealth Partners
Ohio
$5.76M +$376K +11,755 +8%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$5.22M +$607K +18,965 +14%
DFP
44
Defined Financial Planning
California
$4.98M +$266K +8,304 +6%
JP Morgan Chase
45
JP Morgan Chase
New York
$4.79M +$57.1K +1,784 +1%
PFPT
46
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.69M +$67.3K +2,101 +2%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$4.39M -$505K -15,765 -11%
IA
48
IFP Advisors
Florida
$4.27M -$402K -12,567 -9%
DADC
49
D.A. Davidson & Co
Montana
$4.16M +$87.3K +2,726 +2%
BCM
50
Beaumont Capital Management
Massachusetts
$4.13M +$559K +17,451 +17%
1
2
3 4 5

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.