WisdomTree Emerging Markets ex-State-Owned Enterprises

XSOE • ARCA

WisdomTree Emerging Markets ex-State-Owned Enterprises is an exchange-traded fund on ARCA. As of Q3 2025, 218 institutional investors hold shares in this ETF, with total holdings valued at $1.3B. Resources Investment Advisors, Inc. is the largest holder with a position valued at $141.5M.

Overview

Overview of institutional ownership in XSOE as of Q3 2025

All Institutions

Institutions: 218
Value Held: $1.3B
Shares Held: 33.5M
Avg Position: $5.8M
Median Position: $629.3K

Hedge Funds

Hedge Funds: 2
Value Held: $1.6M
Shares Held: 42.5K
Avg Position: $807.1K
Median Position: $807.1K

Biggest Investors

Institutions with the largest positions in XSOE as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
R Resources Investment Advisors, Inc. Pension/Endowment	Vincent Lee Morris President	$141.5M 1.47% of portfolio	3.7M shares	Q3 2022 Held for 3y 2m	$9.6B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$104.1M 0.01% of portfolio	2.7M shares	Q1 2018 Held for 7y 8m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$75.5M 0.01% of portfolio	2.0M shares	Q4 2017 Held for 7y 11m	$1.33T
Valmark Advisers, Inc. RIA/Wealth	Lawrence Joseph Rybka President	$63.0M 0.82% of portfolio	1.7M shares	Q1 2020 Held for 5y 8m	$7.7B
L LPL Financial LLC Institution	-	$59.2M 0.02% of portfolio	1.6M shares	Q3 2017 Held for 8y 2m	$340.07B
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	Scott Allen Hayes President	$53.5M 0.12% of portfolio	1.4M shares	Q1 2025 Held for 8 months	$43.1B
C Clal Insurance Enterprises Holdings Ltd Institution	-	$51.6M 0.44% of portfolio	1.4M shares	Q4 2019 Held for 5y 11m	$11.7B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$49.2M 0.01% of portfolio	1.3M shares	Q4 2018 Held for 6y 11m	$488.50B
UBS Group AG Institution	Sergio P. Ermotti CEO	$48.8M 0.01% of portfolio	1.3M shares	Q1 2018 Held for 7y 8m	$511.54B
MEITAV DASH INVESTMENTS LTD RIA/Wealth	Jonathan Dash President	$44.8M 0.62% of portfolio	1.2M shares	Q1 2021 Held for 4y 8m	$7.2B

Net Capital Flow

Institutional buying and selling activity for XSOE in Q3 2025

Traded: +$723.6K
Buyers: 94
Sellers: 107
Total Bought: +$51.7M
Total Sold: −$51.0M
Avg Position: $5.4M

Biggest Buyers

Institution	Net Bought	Current Position
R Resources Investment Advisors, Inc. Pension/Endowment	+$14.2M +373.3K shares	$141.5M 3.7M shares
UBS Group AG Institution	+$5.6M +148.1K shares	$48.8M 1.3M shares
F FLOW TRADERS U.S. LLC Institution	+$3.0M +78.4K shares	$3.0M 78.4K shares
WELLS FARGO & COMPANY/MN Institution	+$2.5M +67.2K shares	$49.2M 1.3M shares
Cetera Investment Advisers RIA/Wealth	+$2.4M +64.1K shares	$13.3M 350.3K shares
Encompass More Asset Management RIA/Wealth	+$2.4M +62.3K shares	$2.4M 62.3K shares
Lido Advisors, LLC RIA/Wealth	+$1.8M +48.4K shares	$1.8M 48.4K shares
L LPL Financial LLC Institution	+$1.3M +34.6K shares	$59.2M 1.6M shares
GOULD ASSET MANAGEMENT LLC /CA/ RIA/Wealth	+$1.3M +33.8K shares	$9.7M 255.7K shares
R ROYAL BANK OF CANADA Institution	+$1.2M +30.4K shares	$2.2M 58.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
EVERMAY WEALTH MANAGEMENT LLC RIA/Wealth	−$8.5M −225.3K shares	$7.4M 195.1K shares
SRS Capital Advisors, Inc. RIA/Wealth	−$6.7M −194.5K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$4.1M −108.4K shares	$75.5M 2.0M shares
O OLD MISSION CAPITAL LLC Institution	−$3.0M −87.7K shares	Sold Off 0 shares
N NorthCrest Asset Manangement, LLC Long Only Manager	−$2.9M −84.2K shares	Sold Off 0 shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$2.7M −72.2K shares	$27.6M 726.6K shares
W WealthPlan Investment Management, LLC RIA/Wealth	−$2.0M −53.9K shares	$785.5K 20.7K shares
L Leo Wealth, LLC Institution	−$2.0M −52.3K shares	$328.7K 8.7K shares
MORGAN STANLEY RIA/Wealth	−$1.8M −47.2K shares	$104.1M 2.7M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$1.4M −35.9K shares	$3.1M 81.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited XSOE in Q3 2025

New Positions: 8
New Value: $4.0M
Exited Positions: 16
Exited Value: $16.8M

New Positions

Institution	Position Value
Lido Advisors, LLC RIA/Wealth	$1.8M 48.4K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$851.7K 22.4K shares
Summit Financial, LLC RIA/Wealth	$620.3K 16.3K shares
WEDBUSH MORGAN SECURITIES INC RIA/Wealth	$224.6K 5.9K shares
Foundations Investment Advisors, LLC RIA/Wealth	$212.5K 5.6K shares
MONECO Advisors, LLC RIA/Wealth	$203.9K 5.4K shares
CX Institutional RIA/Wealth	$18.8K 495.0 shares
Heritage Wealth Advisors RIA/Wealth	$3.2K 84.0 shares

Exited Positions

Institution	Previous Position
SRS Capital Advisors, Inc. RIA/Wealth	$6.7M 194.5K shares
O OLD MISSION CAPITAL LLC Institution	$3.0M 87.7K shares
N NorthCrest Asset Manangement, LLC Long Only Manager	$2.9M 84.2K shares
Armis Advisers, LLC RIA/Wealth	$1.4M 39.4K shares
Forefront Analytics, LLC RIA/Wealth	$1.0M 30.1K shares
S Strategic Financial Concepts, LLC RIA/Wealth	$900.0K 26.1K shares
P Patriot Financial Group Insurance Agency, LLC Institution	$504.5K 14.6K shares
F FSA Advisors, Inc. Institution	$203.1K 5.9K shares
Transce3nd, LLC RIA/Wealth	$88.0K 2.6K shares
Ameritas Advisory Services, LLC RIA/Wealth	$37.3K 1.1K shares

Options Activity

Institutions with the largest Call and Put options positions in XSOE as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with XSOE as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Michael S. Ryan, Inc. RIA/Wealth	Michael Sean Ryan President	10.50% $17.6M	463.9K shares	Q2 2023 Held for 2y 5m	$167.6M
E ESL Trust Services, LLC Institution	-	7.16% $36.3M	957.5K shares	Q4 2019 Held for 5y 11m	$507.4M
Warren Street Wealth Advisors, LLC RIA/Wealth	Joseph Richard Warren CEO	6.59% $22.0M	579.3K shares	Q4 2021 Held for 3y 11m	$333.5M
A AMERICAN FINANCIAL & TAX STRATEGIES INC RIA/Wealth	Robert James Braglia President	4.94% $9.9M	260.6K shares	Q4 2023 Held for 1y 11m	$200.0M
D Defined Financial Planning LLC RIA/Wealth	James Barber Twining CEO	4.47% $5.3M	136.2K shares	Q4 2024 Held for 11 months	$118.0M
Elwood & Goetz Wealth Advisory Group, LLC RIA/Wealth	Joseph William Goetz Managing Partner	4.33% $22.5M	593.4K shares	Q3 2020 Held for 5y 2m	$520.3M
WEALTH MANAGEMENT RESOURCES, INC. RIA/Wealth	Scott G. Everly President	3.93% $12.1M	320.2K shares	Q4 2021 Held for 3y 11m	$309.0M
SENTINEL WEALTH MANAGEMENT, INC. RIA/Wealth	James Mark Joseph President	3.61% $4.2M	109.6K shares	Q2 2025 Held for 5 months	$115.1M
I INVENIO WEALTH PARTNERS LLC RIA/Wealth	Christopher George Plummer CCO	2.82% $7.7M	201.8K shares	Q3 2023 Held for 2y 2m	$271.8M
Beaumont Capital Management, LLC Long Only Manager	Michael B Nierenberg CEO	2.71% $4.1M	107.7K shares	Q1 2025 Held for 8 months	$150.6M

Hedge Fund Spotlight

Discover hedge funds investing in XSOE

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in WisdomTree Emerging Markets ex-State-Owned Enterprises

Market Value: $1.0M
Shares Held: 27.1K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%