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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

220 hedge funds and large institutions have $1.27B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 75 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

10% more capital invested

Capital invested by funds: $1.16B → $1.27B (+$112M)

1% more funds holding

Funds holding: 217 → 220 (+3)

0.12% less ownership

Funds ownership: 61.6% → 61.47% (-0.12%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 91

Holders
220
Holders Change
+3
Holders Change %
+1.38%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
23
Increased
75
Reduced
91
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIA
OneDigital Investment Advisors
Kansas
+$13.4M
2
UBS Group
UBS Group
Switzerland
+$5.31M
3
FTUS
Flow Traders U.S.
New York
+$2.81M
4
Wells Fargo
Wells Fargo
California
+$2.41M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.3M

Top Sellers

1
EWM
Evermay Wealth Management
Virginia
-$8.07M
2
AAP
Arax Advisory Partners
Colorado
-$6.7M
3
Bank of America
Bank of America
North Carolina
-$3.88M
4
OMC
Old Mission Capital
Illinois
-$3.03M
5
NAM
NorthCrest Asset Manangement
Minnesota
-$2.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$1.53M +$22.7K +633 +2%
PSCM
77
Per Stirling Capital Management
Texas
$1.49M +$65.1K +1,818 +5%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$1.45M -$82.6K -2,306 -6%
C1AG
79
Client 1st Advisory Group
Florida
$1.41M – – –
SA
80
Skyline Advisors
Washington
$1.36M +$94.7K +2,643 +8%
CCM
81
Condor Capital Management
New Jersey
$1.36M +$7.41K +207 +0.6%
OPWM
82
Oxinas Partners Wealth Management
Indiana
$1.36M +$13.2K +368 +1%
BCP
83
Blackhawk Capital Partners
Wisconsin
$1.31M +$654K +18,252 +112%
MCM
84
MAI Capital Management
Ohio
$1.27M +$93.9K +2,621 +8%
SWP
85
Summit Wealth Partners
Florida
$1.26M -$196K -5,483 -14%
RSWM
86
Robertson Stephens Wealth Management
California
$1.26M -$9.99K -279 -0.8%
BFA
87
Beaumont Financial Advisors
Massachusetts
$1.23M -$37.1K -1,036 -3%
EWA
88
EverSource Wealth Advisors
Alabama
$1.17M -$235K -6,554 -18%
NS
89
NBC Securities
Alabama
$1.16M +$87.8K +2,452 +9%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$1.09M -$4.94K -138 -0.5%
BI
91
Beckerman Institutional
New Jersey
$1.08M -$31.9K -891 -3%
IWC
92
Integrated Wealth Concepts
Massachusetts
$1.08M -$76.6K -2,139 -7%
Citadel Advisors
93
Citadel Advisors
Florida
$1.03M +$970K +27,079 New
FFC
94
First Financial Corp
Indiana
$974K -$21.4K -598 -2%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$971K +$916K +25,583 New
PWM
96
Perigon Wealth Management
California
$967K -$53K -1,480 -5%
NEWAS
97
N.E.W. Advisory Services
Wisconsin
$946K +$57.4K +1,604 +7%
IWM
98
IHT Wealth Management
Illinois
$926K -$680 -19 -0.1%
SA
99
SFI Advisors
New Jersey
$916K -$37.5K -1,046 -4%
FFS
100
Fischer Financial Services
Pennsylvania
$883K +$73.9K +2,063 +10%
2 3
4
5 6

XSOE Hedge Fund Activity: Q3 2025 in Review

220 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q3 2025, worth a combined $1.27B — up 9.6% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XSOE positions and 16 closed out — a net gain of 7 holders — while 75 added to existing stakes and 91 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $13.4M. The largest seller was Evermay Wealth Management, cutting an estimated $8.07M.

  • 220 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q3 2025, up from 217 in Q2 2025.
  • Funds reported $1.27B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q3 2025, up 9.6% quarter-over-quarter.
  • 23 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q3 2025 and 16 closed out, a net change of +7 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q3 2025 was OneDigital Investment Advisors, an estimated $13.4M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q3 2025 was Evermay Wealth Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q3 2025.