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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
MBT
76
Montecito Bank & Trust
California
$1.56M -$155K -3,725 -9%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.53M -$916 -22 -0.1%
GEA
78
Glen Eagle Advisors
New Jersey
$1.49M -$493K -11,834 -24%
CCM
79
Condor Capital Management
New Jersey
$1.48M -$6.37K -153 -0.4%
MCM
80
MAI Capital Management
Ohio
$1.43M +$24.4K +586 +2%
C1AG
81
Client 1st Advisory Group
Florida
$1.43M -$36.4K -875 -2%
OPWM
82
Oxinas Partners Wealth Management
Indiana
$1.42M -$42.2K -1,013 -3%
RSWM
83
Robertson Stephens Wealth Management
California
$1.33M +$375 +9 +0%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$1.32M -$290K -6,961 -17%
BFA
85
Beaumont Financial Advisors
Massachusetts
$1.28M -$27.7K -665 -2%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$1.26M +$123K +2,951 +10%
EWA
87
EverSource Wealth Advisors
Alabama
$1.21M +$22.9K +551 +2%
SG
88
Sherry Group
Arkansas
$1.21M +$666 +16 +0.1%
EF
89
Empowered Funds
Pennsylvania
$1.2M +$303K +7,276 +32%
FFC
90
First Financial Corp
Indiana
$1.18M +$61.1K +1,468 +5%
NFG
91
Northbridge Financial Group
Florida
$1.18M -$38.8K -932 -3%
KOC
92
Koss-Olinger Consulting
Florida
$1.17M -$9.2K -221 -0.7%
IWC
93
Integrated Wealth Concepts
Massachusetts
$1.15M +$164K +3,933 +16%
BI
94
Beckerman Institutional
New Jersey
$1.13M +$42 +1 +0%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$1.12M +$811K +19,492 +231%
NS
96
NBC Securities
Alabama
$1.03M -$142K -3,402 -12%
PWM
97
Perigon Wealth Management
California
$1.03M +$53.7K +1,289 +5%
SWP
98
Summit Wealth Partners
Florida
$1.02M -$102K -2,453 -9%
ES
99
ETF Store
Kansas
$997K +$158K +3,788 +18%
FFS
100
Fischer Financial Services
Pennsylvania
$976K +$27.6K +662 +3%

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.