Who owns WisdomTree Emerging Markets ex-State-Owned Enterprises Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XSOE from SEC Form 13F filings across 236 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 236 institutions disclosed 26.6M shares of WisdomTree Emerging Markets ex-State-Owned Enterprises Fund worth $1.31B — about 56.3% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
236
13F holders
$1.31B
value, 2026 filers
56.3%
of shares outstanding (26.6M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XSOE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.0M | $145.2M | 0.0% | 6.2% | -1.1% |
| 2 | BANK OF AMERICA CORP /DE/ | 1.8M | $87.4M | 0.0% | 3.8% | -4.0% |
| 3 | LPL Financial LLC | 1.6M | $79.4M | 0.0% | 3.4% | +33.4% |
| 4 | Valmark Advisers, Inc. | 1.5M | $74.3M | 0.8% | 3.2% | -7.9% |
| 5 | STATE OF WISCONSIN INVESTMENT BOARD | 1.4M | $69.3M | 0.1% | 3% | 0.0% |
| 6 | UBS Group AG | 1.4M | $68.5M | 0.0% | 2.9% | -2.7% |
| 7 | WELLS FARGO & COMPANY/MN | 1.0M | $51.6M | 0.0% | 2.2% | -16.7% |
| 8 | ESL Trust Services, LLC | 958,864 | $47.2M | 8.0% | 2% | 0.0% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 652,209 | $32.1M | 0.0% | 1.4% | -3.6% |
| 10 | HighPoint Advisor Group LLC | 592,603 | $29.1M | 1.0% | 1.3% | +37.4% |
| 11 | OneDigital Investment Advisors LLC | 586,910 | $28.9M | 0.2% | 1.2% | -2.1% |
| 12 | Warren Street Wealth Advisors, LLC | 537,433 | $26.4M | 5.9% | 1.1% | -1.0% |
| 13 | Pallas Capital Advisors LLC | 525,395 | $25.8M | 0.8% | 1.1% | +6.6% |
| 14 | Marathon Mission, Inc. | 511,198 | $25.1M | 12.5% | 1.1% | +0.6% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 480,219 | $23.6M | 0.0% | 1% | +213.6% |
| 16 | MEITAV INVESTMENT HOUSE LTD | 418,672 | $20.6M | 0.1% | 0.9% | -27.5% |
| 17 | HOWARD FINANCIAL SERVICES, LTD. | 372,715 | $18.3M | 1.8% | 0.8% | +10.7% |
| 18 | OSAIC HOLDINGS, INC. | 313,863 | $15.4M | 0.0% | 0.7% | -26.5% |
| 19 | Cetera Investment Advisers | 294,864 | $14.5M | 0.0% | 0.6% | -7.7% |
| 20 | STIFEL FINANCIAL CORP | 283,853 | $14.0M | 0.0% | 0.6% | -0.5% |
| 21 | Transamerica Financial Advisors, LLC | 265,023 | $13.0M | 1.1% | 0.6% | -19.6% |
| 22 | WEALTH MANAGEMENT RESOURCES, INC. | 257,460 | $12.7M | 3.9% | 0.5% | -18.6% |
| 23 | INVENIO WEALTH PARTNERS LLC | 249,481 | $12.3M | 4.4% | 0.5% | 0.0% |
| 24 | AMERICAN FINANCIAL & TAX STRATEGIES INC | 243,709 | $12.0M | 5.4% | 0.5% | -0.6% |
| 25 | MGO ONE SEVEN LLC | 241,520 | $11.9M | 0.2% | 0.5% | +12.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.