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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
ECM
76
Exchange Capital Management
Michigan
$1.58M +$60.6K +1,891 +4%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$1.4M -$157K -4,911 -11%
KAS
78
Kestra Advisory Services
Texas
$1.37M +$108K +3,380 +9%
AA
79
Armis Advisers
Georgia
$1.36M -$346K -10,813 -22%
SWP
80
Summit Wealth Partners
Florida
$1.33M -$2.08M -65,072 -63%
PSCM
81
Per Stirling Capital Management
Texas
$1.29M -$9.64K -301 -0.8%
EWA
82
EverSource Wealth Advisors
Alabama
$1.29M -$119K -3,723 -9%
C1AG
83
Client 1st Advisory Group
Florida
$1.28M -$19.2K -601 -2%
CCM
84
Condor Capital Management
New Jersey
$1.23M +$18.2K +567 +2%
OPWM
85
Oxinas Partners Wealth Management
Indiana
$1.22M -$6.21K -194 -0.5%
BFA
86
Beaumont Financial Advisors
Massachusetts
$1.16M -$40.4K -1,261 -4%
RSWM
87
Robertson Stephens Wealth Management
California
$1.15M -$108K -3,367 -9%
SA
88
Skyline Advisors
Washington
$1.15M +$61.1K +1,908 +6%
MCM
89
MAI Capital Management
Ohio
$1.07M -$27.2K -848 -3%
IWC
90
Integrated Wealth Concepts
Massachusetts
$1.06M -$23.2K -725 -2%
C
91
Croban
Ohio
$1.04M +$46K +1,438 +5%
BI
92
Beckerman Institutional
New Jersey
$1.02M -$2.05K -64 -0.2%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$1,000K -$225K -7,015 -19%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$984K -$1.83M -57,298 -67%
NS
95
NBC Securities
Alabama
$971K +$15.7K +489 +2%
Susquehanna International Group
96
Susquehanna International Group
Pennsylvania
$955K -$2.38M -74,462 -73%
GSF
97
Grove Street Fiduciary
New Hampshire
$938K
PWM
98
Perigon Wealth Management
California
$930K +$57K +1,781 +7%
FFC
99
First Financial Corp
Indiana
$906K +$65.5K +2,047 +8%
SFC
100
Strategic Financial Concepts
Texas
$900K -$5.03K -157 -0.6%

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.