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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$4.55M -$75.6K -1,816 -2%
PAG
52
Private Advisor Group
New Jersey
$4.23M +$153K +3,671 +4%
BCM
53
Beaumont Capital Management
Massachusetts
$4M -$223K -5,351 -5%
EH
54
Equitable Holdings
New York
$3.99M +$121K +2,911 +3%
CastleKeep Investment Advisors
55
CastleKeep Investment Advisors
Connecticut
$3.84M +$242K +5,815 +6%
SAM
56
Smartleaf Asset Management
Massachusetts
$3.79M -$44.5K -1,068 -1%
Goldman Sachs
57
Goldman Sachs
New York
$3.79M +$3.93M +94,410 New
JP Morgan Chase
58
JP Morgan Chase
New York
$3.28M -$619K -14,882 -15%
LWL
59
Leo Wealth LLC
Texas
$3.21M +$694K +16,684 +26%
SWM
60
SK Wealth Management
Rhode Island
$3.18M -$33.4K -802 -1%
Raymond James Financial
61
Raymond James Financial
Florida
$2.98M +$118K +2,832 +4%
HighTower Advisors
62
HighTower Advisors
Illinois
$2.91M +$2.14M +51,524 +244%
Lido Advisors
63
Lido Advisors
California
$2.8M +$575K +13,819 +25%
PPWP
64
Premier Path Wealth Partners
New Jersey
$2.8M -$527K -12,657 -15%
JSW
65
Journey Strategic Wealth
New Jersey
$2.64M -$36.3K -873 -1%
Citadel Advisors
66
Citadel Advisors
Florida
$2.55M -$2.35M -56,424 -47%
NW
67
NewEdge Wealth
Pennsylvania
$2.29M +$2.37M +57,056 New
YWM
68
Yoder Wealth Management
California
$2.22M -$11K -265 -0.5%
DWM
69
Drive Wealth Management
Utah
$2.21M +$230K +5,530 +11%
OMC
70
Old Mission Capital
Illinois
$2.03M -$280K -6,718 -12%
XF
71
XML Financial
Maryland
$1.97M -$10.2K -244 -0.5%
KRAVCF
72
Karnit Road Accident Victims Compensation Fund
$1.89M
BCP
73
Blackhawk Capital Partners
Wisconsin
$1.83M +$105K +2,511 +6%
KAS
74
Kestra Advisory Services
Texas
$1.69M +$60.1K +1,444 +4%
PSCM
75
Per Stirling Capital Management
Texas
$1.59M -$16.9K -407 -1%

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.