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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
IWM
101
IHT Wealth Management
Illinois
$965K -$7.49K -180 -0.7%
NEWAS
102
N.E.W. Advisory Services
Wisconsin
$881K +$7.83K +188 +0.9%
IAA
103
Independent Advisor Alliance
North Carolina
$862K +$895K +21,501 New
EIP
104
Ellis Investment Partners
Pennsylvania
$860K +$4.87K +117 +0.5%
XPN
105
XY Planning Network
Montana
$850K +$269K +6,452 +44%
ACA
106
Arsenal Capital Advisors
Pennsylvania
$795K
GWM
107
Geneos Wealth Management
Colorado
$793K +$84.8K +2,037 +11%
GSEP
108
Golden State Equity Partners
California
$788K +$412K +9,900 +102%
SA
109
Skyline Advisors
Washington
$785K -$648K -15,578 -44%
SA
110
SFI Advisors
New Jersey
$762K -$183K -4,399 -19%
RPGK
111
Retirement Planning Group (Kansas)
Kansas
$739K +$768K +18,440 New
Baird Financial Group
112
Baird Financial Group
Wisconsin
$734K +$762K +18,301 New
WWM
113
Western Wealth Management
Colorado
$694K +$428K +10,285 +147%
Legacy Financial Group (Iowa)
114
Legacy Financial Group (Iowa)
Iowa
$694K -$10.6K -254 -1%
HBS
115
Howard Bailey Securities
Indiana
$683K -$11.5K -277 -2%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$680K +$656K +15,756 +1,314%
HI
117
Harbour Investments
Wisconsin
$655K +$35.4K +851 +5%
MCM
118
Mengis Capital Management
Oregon
$651K
CW
119
CreativeOne Wealth
Kansas
$630K +$66.2K +1,591 +11%
WIM
120
WealthPlan Investment Management
Nebraska
$629K -$93.3K -2,241 -12%
AA
121
Armis Advisers
Georgia
$626K -$26.9K -646 -5%
OFG
122
Opulen Financial Group
Virginia
$617K +$10.4K +251 +2%
AC
123
Avestar Capital
New York
$613K -$1.42K -34 -0.2%
WB
124
Webster Bank
Connecticut
$611K
MML Investors Services
125
MML Investors Services
Massachusetts
$608K -$274K -6,571 -30%

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.