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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
FIA
176
Foundations Investment Advisors
Arizona
$213K +$201K +5,602 New
MA
177
MONECO Advisors
Connecticut
$204K +$192K +5,374 New
KAM
178
Knightsbridge Asset Management
California
$204K +$192K +5,371 New
CIAS
179
Capital Investment Advisory Services
North Carolina
$179K +$10.3K +288 +7%
SS
180
SBI Securities
Japan
$177K -$430 -12 -0.3%
Fidelity Investments
181
Fidelity Investments
Massachusetts
$170K +$8.09K +226 +5%
PTC
182
Private Trust Company
Ohio
$169K -$3.33K -93 -2%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$165K +$121K +3,392 +357%
GWP
184
Gen-Wealth Partners
Michigan
$163K – – –
AssetMark Inc
185
AssetMark Inc
California
$117K +$44K +1,229 +66%
SMFG
186
Sumitomo Mitsui Financial Group
Japan
$116K +$25.3K +707 +30%
AF
187
Allworth Financial
California
$116K – – –
FFA
188
Farther Finance Advisors
California
$113K -$31.7K -885 -23%
AT
189
Arlington Trust
Alabama
$94.8K – – –
US Bancorp
190
US Bancorp
Minnesota
$62.7K -$60.6K -1,693 -51%
ACA
191
Aptus Capital Advisors
Alabama
$53.3K +$36 +1 +0.1%
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$50.9K – – –
LFG
193
Larson Financial Group
Missouri
$46.5K +$215 +6 +0.5%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$45.5K +$42.9K +1,199 New
HNB
195
Huntington National Bank
Ohio
$40.8K – – –
KSWA
196
Kathleen S. Wright Associates
Pennsylvania
$26.6K – – –
CI
197
CX Institutional
Indiana
$19K +$17.7K +495 New
ASN
198
Advisory Services Network
Georgia
$19K +$17.9K +500 New
HWP
199
Highline Wealth Partners
California
$18.6K -$3.55K -99 -17%
PS
200
Principal Securities
Iowa
$14.1K -$895 -25 -6%
6 7
8
9 10

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.