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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
SWP
101
Strategic Wealth Partners
Ohio
$852K +$804K +22,449 New
EIP
102
Ellis Investment Partners
Pennsylvania
$807K +$12.8K +357 +2%
ES
103
ETF Store
Kansas
$807K +$19.7K +551 +3%
HighTower Advisors
104
HighTower Advisors
Illinois
$790K -$11K -308 -1%
WIM
105
WealthPlan Investment Management
Nebraska
$786K -$1.93M -53,929 -72%
MSFS
106
Main Street Financial Solutions
Pennsylvania
$753K – – –
RW
107
REDW Wealth
New Mexico
$727K – – –
Legacy Financial Group (Iowa)
108
Legacy Financial Group (Iowa)
Iowa
$681K +$20.8K +580 +3%
GWM
109
Geneos Wealth Management
Colorado
$674K -$5.01K -140 -0.8%
SFS
110
Security Financial Services
Indiana
$630K +$45.1K +1,258 +8%
BAM
111
Belpointe Asset Management
Nevada
$628K +$593K +16,561 New
SF
112
Summit Financial
New Jersey
$620K +$586K +16,349 New
MCM
113
Mengis Capital Management
Oregon
$616K -$5.44K -152 -0.9%
OFG
114
Opulen Financial Group
Virginia
$609K +$824 +23 +0.1%
MML Investors Services
115
MML Investors Services
Massachusetts
$599K -$153K -4,265 -21%
MFA
116
Mayflower Financial Advisors
Massachusetts
$589K -$107K -2,981 -16%
FA
117
Fermata Advisors
California
$587K -$55.5K -1,549 -9%
AC
118
Avestar Capital
New York
$583K -$11.4K -317 -2%
WP
119
WealthShield Partners
North Carolina
$578K -$1.11K -31 -0.2%
HI
120
Harbour Investments
Wisconsin
$575K +$42.3K +1,182 +8%
AWM
121
Axxcess Wealth Management
California
$549K -$42.9K -1,197 -8%
Comerica Bank
122
Comerica Bank
Texas
$548K -$13.6K -379 -3%
WB
123
Webster Bank
Connecticut
$544K +$21.7K +605 +4%
RWP
124
Revolve Wealth Partners
New Jersey
$522K +$195K +5,434 +65%
USCWA
125
U.S. Capital Wealth Advisors
Texas
$517K – – –
3 4
5
6 7

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.