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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
OIA
1
OneDigital Investment Advisors
Kansas
$141M +$13.4M +373,333 +11%
Morgan Stanley
2
Morgan Stanley
New York
$104M -$1.69M -47,237 -2%
Bank of America
3
Bank of America
North Carolina
$75.5M -$3.88M -108,417 -5%
VA
4
Valmark Advisers
Ohio
$63M +$869K +24,251 +1%
LPL Financial
5
LPL Financial
California
$59.2M +$1.24M +34,611 +2%
State of Wisconsin Investment Board
6
State of Wisconsin Investment Board
Wisconsin
$53.5M – – –
CI
7
Clal Insurance
Israel
$51.6M – – –
Wells Fargo
8
Wells Fargo
California
$49.2M +$2.41M +67,203 +5%
UBS Group
9
UBS Group
Switzerland
$48.8M +$5.31M +148,140 +13%
MIH
10
Meitav Investment House
Israel
$44.8M +$5.05K +141 +0%
ETS
11
ESL Trust Services
New York
$36.3M -$841K -23,469 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$29.6M +$313K +8,743 +1%
Charles Schwab
13
Charles Schwab
California
$27.6M -$2.59M -72,245 -9%
KHLMVGHM
14
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$27M – – –
EGWAG
15
Elwood & Goetz Wealth Advisory Group
Georgia
$22.5M +$807K +22,519 +4%
WSWA
16
Warren Street Wealth Advisors
California
$22M -$105K -2,918 -0.5%
PCA
17
Pallas Capital Advisors
Massachusetts
$19.3M +$763K +21,302 +4%
MSRI
18
Michael S. Ryan Inc
New York
$17.6M -$94.8K -2,646 -0.6%
TFA
19
Transamerica Financial Advisors
Florida
$15M +$63K +1,758 +0.4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$13.3M +$2.3M +64,100 +22%
WMR
21
Wealth Management Resources
Rhode Island
$12.1M +$289K +8,065 +3%
LPAM
22
Lodestar Private Asset Management
California
$11.7M +$427K +11,933 +4%
HFS
23
Howard Financial Services
Texas
$11.4M -$99K -2,763 -0.9%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$10.5M -$598K -16,698 -6%
Stifel Financial
25
Stifel Financial
Missouri
$10.2M -$89.6K -2,503 -0.9%
1
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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.