WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE)
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) is listed on NYSE Arca, where it has traded since December 10, 2014.
- Listed On
- NYSE Arca
- Listed Since
- December 10, 2014
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 234 institutions reported holding XSOE, with 26.5 million shares worth $1.3 billion in aggregate. The largest reported holder was Morgan Stanley, with 3.0 million shares worth $145.2 million. Of the 5 largest holders listed below, 1 added shares, 3 reduced their positions and 1 held its position unchanged during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 2,953,394 | $145M | Reduced 1.08% |
| Bank of America | 1,777,872 | $87M | Reduced 4% |
| Lpl Financial | 1,614,270 | $79M | Added 33.4% |
| Valmark Advisers | 1,511,642 | $74M | Reduced 7.88% |
| State of Wisconsin Investment Board | 1,408,892 | $69M | Unchanged |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is XSOE?
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) is listed on NYSE Arca, where it has traded since December 10, 2014.
Who are the largest institutional holders of XSOE?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of XSOE were Morgan Stanley, Bank of America and Lpl Financial.
How many institutions own XSOE?
234 institutions reported a position in XSOE for the quarter ended June 30, 2026, worth $1.3 billion in total.
Did institutions buy or sell XSOE last quarter?
Of the 5 largest reported holders, 1 added shares, 3 reduced their positions and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for XSOE.
Every reported institutional holder, plus insider and congressional trades in XSOE, on SentiSense.