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Who owns XSOEWhat XSOE owns — n/a

Who owns WisdomTree Emerging Markets ex-State-Owned Enterprises Fund?

Institutional ownership of XSOE from SEC Form 13F filings across 158 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.

158

13F holders

$1.06B

value, 2026 filers

46.3%

of shares outstanding (21.9M sh)

20

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY3.0M$145.2M0.0%6.2%-1.1%
2BANK OF AMERICA CORP /DE/1.8M$87.4M0.0%3.8%-4.0%
3LPL Financial LLC1.6M$79.4M0.0%3.4%+33.4%
4Valmark Advisers, Inc.1.5M$74.3M0.8%3.2%-7.9%
5STATE OF WISCONSIN INVESTMENT BOARD1.4M$69.3M0.1%3%0.0%
6UBS Group AG1.4M$68.5M0.0%2.9%-2.7%
7WELLS FARGO & COMPANY/MN1.0M$51.6M0.0%2.2%-16.7%
8ESL Trust Services, LLC958,864$47.2M8.0%2%0.0%
9Sixth Street Partners Management Company, L.P.NEW652,209$32.1M5.5%1.4%new
10CHARLES SCHWAB INVESTMENT MANAGEMENT INC652,209$32.1M0.0%1.4%-3.6%
11HighPoint Advisor Group LLC592,603$29.1M1.0%1.3%+37.4%
12OneDigital Investment Advisors LLC586,910$28.9M0.2%1.2%-2.1%
13Pallas Capital Advisors LLC525,395$25.8M0.8%1.1%+6.6%
14SUSQUEHANNA INTERNATIONAL GROUP, LLP480,219$23.6M0.0%1%+213.6%
15OSAIC HOLDINGS, INC.313,863$15.4M0.0%0.7%-26.5%
16Cetera Investment Advisers294,864$14.5M0.0%0.6%-7.7%
17STIFEL FINANCIAL CORP283,853$14.0M0.0%0.6%-0.5%
18MGO ONE SEVEN LLC241,520$11.9M0.2%0.5%+12.7%
19Sloy Dahl & Holst, LLC233,875$11.5M1.4%0.5%+2.3%
20Goldstein Advisors, LLC226,328$11.1M1.0%0.5%-1.7%
21AMERIPRISE FINANCIAL INC224,459$11.0M0.0%0.5%-2.0%
22Arax Advisory Partners220,764$10.9M0.1%0.5%+6.9%
23Pinnacle Financial Partners, Inc.176,341$8.7M0.1%0.4%+3.8%
24Stratos Wealth Partners, LTD.162,840$8.0M0.1%0.3%+1.3%
25Focus Partners Wealth157,261$7.7M0.0%0.3%-3.5%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.