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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
GWP
176
Gen-Wealth Partners
Michigan
$148K
Fidelity Investments
177
Fidelity Investments
Massachusetts
$147K -$14.7K -459 -10%
FFA
178
Farther Finance Advisors
California
$134K -$6.88K -215 -5%
US Bancorp
179
US Bancorp
Minnesota
$115K +$1.34K +42 +1%
AF
180
Allworth Financial
California
$105K +$96.1K +3,000 +6,522%
T
181
Transce3nd
Texas
$88K +$352 +11 +0.4%
AT
182
Arlington Trust
Alabama
$86.2K
SMFG
183
Sumitomo Mitsui Financial Group
Japan
$81.1K
AssetMark Inc
184
AssetMark Inc
California
$63.8K +$18.6K +582 +46%
ACA
185
Aptus Capital Advisors
Alabama
$48.5K
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$46.2K
LFG
187
Larson Financial Group
Missouri
$42K +$160 +5 +0.4%
AAS
188
Ameritas Advisory Services
Nebraska
$37.3K +$34.7K +1,083 New
HNB
189
Huntington National Bank
Ohio
$37.1K
OSAM
190
O'Shaughnessy Asset Management
Connecticut
$32.7K -$16.1K -502 -35%
KSWA
191
Kathleen S. Wright Associates
Pennsylvania
$24.1K
TF
192
Tompkins Financial
New York
$23.6K -$167K -5,204 -88%
TH
193
TCTC Holdings
Texas
$20.4K +$18.9K +591 New
HWP
194
Highline Wealth Partners
California
$20.3K -$18.3K -572 -49%
WSFS
195
Wilmington Savings Fund Society
Delaware
$16.8K +$128 +4 +0.8%
Q1WB
196
Quest 10 Wealth Builders
Virginia
$16.3K
CAM
197
Creekmur Asset Management
Illinois
$14.8K +$13.7K +428 New
PS
198
Principal Securities
Iowa
$13.7K +$8.52K +266 +205%
C
199
Covestor
United Kingdom
$10K +$961 +30 +12%
AIM
200
Arcadia Investment Management
Michigan
$9.21K

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.