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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund

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: 67 (+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: 220217 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$4.05M -$24.6K -769 -0.7%
PAG
52
Private Advisor Group
New Jersey
$3.52M -$97.7K -3,051 -3%
SWM
53
Sentinel Wealth Management
Virginia
$3.46M +$3.22M +100,449 New
IA
54
Insight Advisors
Pennsylvania
$3.45M +$112K +3,504 +4%
BRWA
55
B. Riley Wealth Advisors
Florida
$3.44M +$3.19M +99,757 New
SWM
56
SK Wealth Management
Rhode Island
$3.17M +$1.73K +54 +0.1%
OMC
57
Old Mission Capital
Illinois
$3.03M -$2.53M -79,052 -47%
PPWP
58
Premier Path Wealth Partners
New Jersey
$2.99M -$9.09K -284 -0.3%
NAM
59
NorthCrest Asset Manangement
Minnesota
$2.94M +$24.2K +755 +0.9%
SAM
60
Smartleaf Asset Management
Massachusetts
$2.67M +$54K +1,686 +2%
WIM
61
WealthPlan Investment Management
Nebraska
$2.57M +$2.05M +64,046 +605%
AAS
62
Avantax Advisory Services
Texas
$2.52M +$13.3K +414 +0.6%
CastleKeep Investment Advisors
63
CastleKeep Investment Advisors
Connecticut
$2.24M +$1.72M +53,739 +479%
CIA
64
Concurrent Investment Advisors
Florida
$2.12M +$246K +7,667 +14%
LWL
65
Leo Wealth LLC
Texas
$2.1M +$1.69M +52,662 +632%
JSW
66
Journey Strategic Wealth
New Jersey
$2.07M +$546K +17,066 +40%
YWM
67
Yoder Wealth Management
California
$1.99M -$46.6K -1,455 -2%
AC
68
Addison Capital
Pennsylvania
$1.95M +$194K +6,059 +12%
EH
69
Equitable Holdings
New York
$1.71M +$9.73K +304 +0.6%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$1.65M -$185K -5,767 -11%
DWM
71
Drive Wealth Management
Utah
$1.65M +$37K +1,157 +2%
KOC
72
Koss-Olinger Consulting
Florida
$1.65M -$48.6K -1,519 -3%
XF
73
XML Financial
Maryland
$1.65M -$13.7K -428 -0.9%
MTWSIF
74
Mivtachim The Workers Social Insurance Fund
Israel
$1.63M
GEA
75
Glen Eagle Advisors
New Jersey
$1.6M +$193K +6,013 +15%

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.