WISDMTREE EMERG MKT EX-ST OW XSOE
$47.06
-1.4% 52w: $32.50 – $50.76
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data32.5041.6350.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
236
+1 QoQ
13F value
$1.12B
-1.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $339K puts
Institutional value by quarter
Number of holders
Who owns XSOE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.0M | $119.7M | 0.0% | +4.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.9M | $74.3M | 0.0% | -7.6% |
| Valmark Advisers, Inc. | Wealth advisor | 1.6M | $65.8M | 0.8% | -3.8% |
| UBS Group AG | Bank broker | 1.4M | $57.5M | 0.0% | +4.7% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 1.4M | $56.5M | 0.1% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.3M | $50.5M | 0.0% | +1.6% |
| LPL Financial LLC | Bank broker | 1.2M | $48.5M | 0.0% | -11.1% |
| ESL Trust Services, LLC | Wealth advisor | 958.8K | $38.4M | 7.3% | +0.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 676.4K | $27.1M | 0.0% | -3.0% |
| Elwood & Goetz Wealth Advisory Group, LLC | Wealth advisor | 619.1K | $24.8M | 4.2% | +1.8% |
| OneDigital Investment Advisors LLC | Wealth advisor | 599.4K | $24.0M | 0.2% | -21.4% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 577.3K | $23.1M | 0.3% | 0.0% |
| Warren Street Wealth Advisors, LLC | Wealth advisor | 543.0K | $21.8M | 5.6% | -3.8% |
| Marathon Mission, Inc. | Wealth advisor | 508.2K | $20.4M | 11.9% | +8.1% |
| Pallas Capital Advisors LLC | Other | 492.7K | $19.8M | 0.7% | -8.6% |
| HighPoint Advisor Group LLC | Wealth advisor | 431.2K | $17.3M | 0.7% | -17.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 426.8K | $17.1M | 0.0% | -18.4% |
| HOWARD FINANCIAL SERVICES, LTD. | Wealth advisor | 336.8K | $13.5M | 1.5% | +9.9% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 329.8K | $13.2M | 1.1% | -8.7% |
| Cetera Investment Advisers | Wealth advisor | 319.5K | $12.8M | 0.0% | -12.9% |
| WEALTH MANAGEMENT RESOURCES, INC. | Wealth advisor | 316.5K | $12.7M | 4.4% | -0.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 285.2K | $11.4M | 0.0% | +10.6% |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | Wealth advisor | 263.3K | $10.6M | 0.7% | Held |
| CWM, LLC | Wealth advisor | 256.8K | $10.3M | 0.0% | -1.5% |
| INVENIO WEALTH PARTNERS LLC | Wealth advisor | 249.5K | $10.0M | 4.0% | +22.4% |
| GOULD ASSET MANAGEMENT LLC /CA/ | Wealth advisor | 245.4K | $9.8M | 1.7% | -1.5% |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | Wealth advisor | 245.3K | $9.8M | 4.8% | -2.2% |
| Goldstein Advisors, LLC | Wealth advisor | 230.3K | $9.2M | 1.0% | +1.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 229.1K | $9.2M | 0.0% | -0.3% |
| Sloy Dahl & Holst, LLC ★2 | Fundamental diversified | 228.7K | $9.2M | 1.3% | +0.1% |
| MGO ONE SEVEN LLC | Wealth advisor | 214.3K | $8.6M | 0.2% | -0.1% |
| Arax Advisory Partners | Wealth advisor | 206.5K | $8.3M | 0.2% | +3.7% |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | Wealth advisor | 205.2K | $8.2M | 0.8% | -14.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 202.5K | $8.1M | 0.0% | +9.3% |
| WESCAP Management Group, Inc. | Wealth advisor | 186.5K | $7.5M | 1.5% | +4.3% |
| Betterment LLC | Wealth advisor | 176.9K | $7.1M | 0.0% | -5.7% |
| Pinnacle Financial Partners, Inc. | Diversified mechanical | 170.0K | $6.8M | 0.1% | +7.3% |
| Evergreen Private Wealth LLC | Other | 168.7K | $6.8M | 2.7% | -0.7% |
| Focus Partners Wealth | Wealth advisor | 163.0K | $6.5M | 0.0% | -7.3% |
| Atria Investments, Inc | Wealth advisor | 162.1K | $6.5M | 0.1% | -1.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 160.8K | $6.4M | 0.1% | +0.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 153.2K | $6.1M | 0.0% | -57.6% |
| Merit Financial Group, LLC | Wealth advisor | 136.8K | $5.5M | 0.0% | -6.5% |
| Encompass More Asset Management | Wealth advisor | 132.3K | $5.3M | 0.9% | +114.7% |
| Addison Capital Co | Wealth advisor | 131.9K | $5.3M | 0.9% | +12.4% |
| IFP Advisors, Inc | Wealth advisor | 129.3K | $5.2M | 0.1% | +19.2% |
| EVERMAY WEALTH MANAGEMENT LLC | Wealth advisor | 128.1K | $5.1M | 0.6% | -4.4% |
| Mariner, LLC | Diversified mechanical | 121.2K | $4.9M | 0.0% | -3.1% |
| SENTINEL WEALTH MANAGEMENT, INC. | Wealth advisor | 118.7K | $4.8M | 3.8% | +2.6% |
| D.A. DAVIDSON & CO. | Wealth advisor | 115.2K | $4.6M | 0.0% | -1.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.