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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE

220 hedge funds and large institutions have $1.01B invested in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 84 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.81% more ownership

Funds ownership: 58.72% → 60.53% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $975M → $1.01B (+$29.7M)

4% less funds holding

Funds holding: 229 → 220 (-9)

24% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 21

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

Holders
220
Holders Change
-9
Holders Change %
-3.93%
% of All Funds
2.95%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
16
Increased
87
Reduced
84
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$43.7M
2
OIA
OneDigital Investment Advisors
Kansas
+$32.5M
3
MOS
MGO One Seven
Ohio
+$5.74M
4
BCM
Beaumont Capital Management
Massachusetts
+$3.17M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$16M
2
CI
Clal Insurance
Israel
-$13.9M
3
FTUS
Flow Traders U.S.
New York
-$13.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.14M
5
RWM
Refined Wealth Management
Utah
-$5.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
126
Harbour Investments
Wisconsin
$450K -$66.8K -2,151 -13%
FA
127
FSA Advisors
Michigan
$449K -$285K -9,178 -39%
FTS
128
Fifth Third Securities
Ohio
$446K +$3.85K +124 +0.9%
CFG
129
Cornerstone Financial Group
Nebraska
$437K -$37.7K -1,214 -8%
WB
130
Webster Bank
Connecticut
$424K -$80.9K -2,605 -16%
USCWA
131
U.S. Capital Wealth Advisors
Texas
$421K – – –
AFG
132
Atomi Financial Group
New York
$419K -$30.9K -994 -7%
RA
133
RFG Advisory
Alabama
$418K -$7.48K -241 -2%
O3W
134
Omni 360 Wealth
New Jersey
$394K +$10.1K +327 +3%
RFG
135
REAP Financial Group
Texas
$368K -$62.4K -2,011 -14%
TPWA
136
Twin Peaks Wealth Advisors
California
$366K -$206K -6,624 -35%
CA
137
CoreCap Advisors
Michigan
$352K -$5.31K -171 -1%
CastleKeep Investment Advisors
138
CastleKeep Investment Advisors
Connecticut
$346K +$348K +11,208 New
HAC
139
Harbor Advisory Corp
New Hampshire
$332K – – –
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$329K – – –
WIM
141
WealthPlan Investment Management
Nebraska
$327K -$79.3K -2,555 -19%
FAIM
142
Financial Advocates Investment Management
Washington
$325K -$63.1K -2,032 -16%
SPIA
143
Steward Partners Investment Advisory
New York
$323K -$21.7K -700 -6%
MFG
144
Merit Financial Group
Georgia
$321K -$1.02K -33 -0.3%
GSEP
145
Golden State Equity Partners
California
$302K -$7.79K -251 -2%
RWP
146
Revolve Wealth Partners
New Jersey
$291K -$20.1K -647 -6%
MWM
147
Modera Wealth Management
New Jersey
$290K – – –
SA
148
Sanctuary Advisors
Indiana
$289K -$5.25K -169 -2%
Corient Private Wealth
149
Corient Private Wealth
Florida
$287K -$13.3K -428 -4%
PCS
150
Personal CFO Solutions
New Jersey
$263K +$264K +8,517 New
4 5
6
7 8

XSOE Hedge Fund Activity: Q1 2025 in Review

220 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) for Q1 2025, worth a combined $1.01B — up 3% from $975M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of XSOE and 16 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 87 added.

The largest buyer was State of Wisconsin Investment Board, opening a new position worth an estimated $43.7M. The largest seller was Morgan Stanley, cutting an estimated $16M.

  • 220 institutional investors held WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) as of Q1 2025, down from 229 in Q4 2024.
  • Funds reported $1.01B of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock for Q1 2025, up 3% quarter-over-quarter.
  • 16 funds opened new WisdomTree Emerging Markets ex-State-Owned Enterprises Fund positions in Q1 2025 and 21 closed out, a net change of -5 holders.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund buyer in Q1 2025 was State of Wisconsin Investment Board, an estimated $43.7M added.
  • The largest WisdomTree Emerging Markets ex-State-Owned Enterprises Fund seller in Q1 2025 was Morgan Stanley, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2025.