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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
OIA
1
OneDigital Investment Advisors
Kansas
$116M +$30.4M +950,549 +40%
Morgan Stanley
2
Morgan Stanley
New York
$96.2M -$7.06M -220,513 -7%
Bank of America
3
Bank of America
North Carolina
$72.3M +$855K +26,716 +1%
VA
4
Valmark Advisers
Ohio
$56.4M -$1.11M -34,757 -2%
LPL Financial
5
LPL Financial
California
$52.6M +$1.67M +52,115 +4%
State of Wisconsin Investment Board
6
State of Wisconsin Investment Board
Wisconsin
$48.6M
CI
7
Clal Insurance
Israel
$46.9M
Wells Fargo
8
Wells Fargo
California
$42.4M +$16.6M +517,256 +73%
MIH
9
Meitav Investment House
Israel
$40.7M
UBS Group
10
UBS Group
Switzerland
$39.2M -$9.95M -310,690 -21%
ETS
11
ESL Trust Services
New York
$33.8M +$112K +3,487 +0.4%
Osaic Holdings
12
Osaic Holdings
Arizona
$28.4M +$15.4M +480,604 +140%
Charles Schwab
13
Charles Schwab
California
$27.5M -$538K -16,807 -2%
KHLMVGHM
14
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$24.6M
WSWA
15
Warren Street Wealth Advisors
California
$20.1M +$1.21M +37,876 +7%
EGWAG
16
Elwood & Goetz Wealth Advisory Group
Georgia
$19.7M +$75.6K +2,360 +0.4%
PCA
17
Pallas Capital Advisors
Massachusetts
$16.8M +$5.36M +167,262 +52%
MSRI
18
Michael S. Ryan Inc
New York
$16.1M +$5.03M +157,140 +51%
EWM
19
Evermay Wealth Management
Virginia
$14.5M +$2.02M +63,023 +18%
TFA
20
Transamerica Financial Advisors
Florida
$13.5M -$132K -4,126 -1%
WMR
21
Wealth Management Resources
Rhode Island
$10.8M +$355K +11,081 +4%
HFS
22
Howard Financial Services
Texas
$10.5M -$452K -14,100 -4%
LPAM
23
Lodestar Private Asset Management
California
$10.3M +$428K +13,351 +5%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$10.1M -$337K -10,527 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$9.87M +$1.04M +32,579 +13%

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.