ETF Holders

Who owns XSOE?

International

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund · WisdomTree

235 institutions reported holding XSOE, worth $1.3B, in Form 13F filings for June 30, 2026.

13F holders
235
Institutional value
$1.3B
Change from prior quarter
+18.5%
+$205.1M, with price moves
New and sold-out firms
22 / 15
75 added, 98 trimmed

Top 10 institutional holders of XSOE

FirmLocationValueSharesChange
Morgan StanleyNew York, NY$145.2M2,953,394−32,365 shares
Bank of America Corp.Charlotte, NC$87.4M1,777,872−74,170 shares
LPL Financial LLCFort Mill, SC$79.4M1,614,270+404,156 shares
Valmark Advisers, Inc.Akron, OH$74.3M1,511,642−129,224 shares
State of Wisconsin Investment BoardMadison, WI$69.3M1,408,892No change
UBS Group AGZurich, Switzerland$68.5M1,393,826−39,011 shares
Wells Fargo & CompanySan Francisco, CA$51.6M1,048,200−210,144 shares
ESL Trust Services, LLCRochester, NY$47.2M958,864+72 shares
Charles Schwab Investment Management Inc.San Francisco, CA$32.1M652,209−24,227 shares
HighPoint Advisor Group LLCDowners Grove, IL$29.1M592,603+161,435 shares
225 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns XSOE?

235 institutional managers reported holding XSOE in Form 13F filings for June 30, 2026, worth $1.3B in total. The largest reported position was held by Morgan Stanley, at $145.2M.

Did institutions buy or sell XSOE last quarter?

Reported 13F value rose 18.5% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 15 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is XSOE ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.