Who Owns WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE)?Hedge Fund & Institutional Holders

$41.36+1.19 (+2.96%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -2

Price History

$27.26$31.60$35.95$40.29$44.64Sep 24Jun 25Mar 26

XSOE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+14K+$76.9B
Valmark Advisers, Inc.New Position+1.7M+$66.5B
Warren Street Wealth Advisors, LLCNew Position+565K+$22.0B
MEITAV INVESTMENT HOUSE LTDNew Position+577K+$22.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLPIncreased+349K+$13.5B
WEALTH MANAGEMENT RESOURCES, INC.New Position+317K+$12.4B
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDNew Position+263K+$10.3B
AMERICAN FINANCIAL & TAX STRATEGIES INCNew Position+251K+$9.8B
LODESTAR PRIVATE ASSET MANAGEMENT LLCNew Position+241K+$9.4B
Goldstein Advisors, LLCNew Position+228K+$8.9B
Evergreen Private Wealth LLCNew Position+170K+$6.6B
UBS Group AGIncreased+83K+$4.6B
Addison Capital CoNew Position+117K+$4.6B
D.A. DAVIDSON & CO.New Position+117K+$4.6B
B. Riley Wealth Advisors, Inc.New Position+112K+$4.4B

XSOE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OneDigital Investment Advisors LLCDecreased-3.0M-$112.5B
LPL Financial LLCDecreased-200K-$59.2B
OSAIC HOLDINGS, INC.Decreased-309K-$9.6B
Defined Financial Planning LLCClosed Position-136K-$5.3B
JPMORGAN CHASE & CODecreased-40K-$2.3B
CAPTRUST FINANCIAL ADVISORSDecreased-3K-$1.6B
WELLS FARGO & COMPANY/MNDecreased-59K-$1.2B
STIFEL FINANCIAL CORPDecreased-10K-$1.2B
EverSource Wealth Advisors, LLCDecreased-1K-$1.2B
RAYMOND JAMES FINANCIAL INCDecreased-10K-$1.1B
Integrated Wealth Concepts LLCDecreased-4K-$1.1B
IHT Wealth Management, LLCDecreased-72-$926.0M
Focus Partners WealthDecreased-6K-$911.9M
ETF Store, Inc.Decreased-194-$805.8M
Main Street Financial Solutions, LLCClosed Position-20K-$752.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Valmark Advisers, Inc.1,705,257$66.5B819.98%Share
2STATE OF WISCONSIN INVESTMENT BOARD1,408,892$54.0B120.70%Share
3UBS Group AG1,368,401$53.4B8.66%Share
4BANK OF AMERICA CORP /DE/1,284,811$50.0B3.64%Share
5WELLS FARGO & COMPANY/MN1,209,556$47.0B8.56%Share
6OneDigital Investment Advisors LLC762,687$29.0B284.23%Share
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC697,608$27.0B4.20%Share
8Warren Street Wealth Advisors, LLC564,622$22.0B6.30%Share
9MEITAV INVESTMENT HOUSE LTD577,406$22.0B253.98%Share
10BANK OF AMERICA CORP /DE/575,612$22.0B1.60%Share
11Pallas Capital Advisors LLC538,868$21.0B0.69%Share
12OSAIC HOLDINGS, INC.522,123$20.0B29.22%Share
13Marathon Mission, Inc.469,895$18.3B10.61%Share
14SUSQUEHANNA INTERNATIONAL GROUP, LLP361,572$14.0B1.61%Share
15WEALTH MANAGEMENT RESOURCES, INC.316,760$12.4B4.35%Share
16Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD263,253$10.3B0.67%Share
17AMERICAN FINANCIAL & TAX STRATEGIES INC250,836$9.8B4.88%Share
18LODESTAR PRIVATE ASSET MANAGEMENT LLC240,888$9.4B0.94%Share
19Goldstein Advisors, LLC228,049$8.9B1.01%Share
20AMERIPRISE FINANCIAL INC229,850$8.0B1.81%Share
21STIFEL FINANCIAL CORP217,535$8.0B7.20%Share
22INVENIO WEALTH PARTNERS LLC203,895$8.0B2.96%Share
23Evergreen Private Wealth LLC169,899$6.6B2.61%Share
24Stratos Wealth Partners, LTD.160,519$6.3B70.80%Share
25Atria Investments, Inc164,207$6.0B68.20%Share
26Focus Partners Wealth175,970$6.0B6.84%Share
27ROYAL BANK OF CANADA152,363$5.0B0.81%Share
28Addison Capital Co117,312$4.6B1.14%Share
29D.A. DAVIDSON & CO.117,180$4.6B28.01%Share
30B. Riley Wealth Advisors, Inc.111,542$4.4B0.20%Share
31Algorithmic Investment Models, LLC105,025$4.1B5.05%Share
32CITADEL ADVISORS LLC119,994$4.0B0.60%Share
33BANK OF AMERICA CORP /DE/110,397$4.0B0.29%Share
34IFP Advisors, Inc108,463$4.0B0.09%Share
35Insight Advisors, LLC/ PA99,595$3.9B0.59%Share
36CASTLEKEEP INVESTMENT ADVISORS LLC89,902$3.5B1.59%Share
37SK Wealth Management, LLC79,859$3.4B0.95%Share
38Premier Path Wealth Partners, LLC82,466$3.2B0.42%Share
39JPMORGAN CHASE & CO92,124$3.0B0.19%Share
40Smartleaf Asset Management LLC99,079$3.0B0.11%Share
41Private Advisor Group, LLC101,916$3.0B14.11%Share
42Equitable Holdings, Inc.99,301$3.0B20.51%Share
43Leo Wealth, LLC63,446$2.5B0.18%Share
44Encompass More Asset Management61,635$2.4B0.44%Share
45OLD MISSION CAPITAL LLC57,271$2.2B0.05%Share
46Yoder Wealth Management, Inc.55,796$2.2B0.99%Share
47RAYMOND JAMES FINANCIAL INC51,433$2.0B0.62%Share
48JOURNEY STRATEGIC WEALTH LLC66,755$2.0B0.05%Share
49DRIVE WEALTH MANAGEMENT, LLC49,374$1.9B0.38%Share
50Glen Eagle Advisors, LLC49,000$1.9B0.26%Share

XSOE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025226$682.1B+103
Q3 2025123$580.9B-76
Q2 2025199$759.0B-19
Q1 2025218$818.2B+23
Q4 2024195$8.2T+34
Q3 2024161$160.9T+4
Q2 2024157$25.2T+4
Q1 2024153$81.9T—

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As of Q4 2025, 50 institutional investors hold XSOE (WisdomTree Emerging Markets ex-State-Owned Enterprises Fund). The largest holder is Valmark Advisers, Inc. with $66.5B in shares. This quarter, 12 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own XSOE?

As of Q4 2025, 50 institutional investors report holding XSOE (WisdomTree Emerging Markets ex-State-Owned Enterprises Fund) in their 13F filings.

Who is the largest institutional holder of XSOE?

The largest institutional holder of XSOE is Valmark Advisers, Inc. with $66.5B in shares.

Is institutional ownership of XSOE increasing or decreasing?

This quarter, 12 institutions opened new positions in XSOE and 2 closed their positions.