Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q4 2025 (December 31)235holders +15
22new positions
12sold out
1famous investor
$39.03avg. 13F price*
At the end of Q4 2025, 235 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, up 15 from Q3 2025. 22 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($112.0M), Bank of America Corp. ($78.2M) and Valmark Advisers, Inc. ($66.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdmtree Emerg MKT Ex-St Ow
- Filed as
- WISDOMTREE TR (Q4 2025)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $35.5M |
| Exits | 12 | $60.3M |
All 13F filers, Q3 2025 → Q4 2025: 2,417,521 shares bought and 6,902,719 shares sold, net −4,485,198 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Morgan Stanley | 0.01% | Add +4.6% | 2,870,785 | $112.0M |
| Bank of America Corp. | 0.01% | Add +0.7% | 2,003,506 | $78.2M |
| Valmark Advisers, Inc. | 0.82% | Add +2.7% | 1,705,257 | $66.5M |
| State of Wisconsin Investment Board | 0.12% | No change | 1,408,892 | $55.0M |
| UBS Group AG | 0.01% | Add +6.5% | 1,368,401 | $53.4M |
| LPL Financial LLC | 0.01% | Reduce -12.8% | 1,361,544 | $53.1M |
| Wells Fargo & Company | 0.01% | Reduce -4.5% | 1,238,416 | $48.3M |
| ESL Trust Services, LLC | 7.17% | No change | 957,475 | $37.4M |
| OneDigital Investment Advisors LLC | 0.29% | Reduce -79.5% | 762,687 | $29.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.0% | 697,608 | $27.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.17% | Add +2.5% | 608,214 | $23.7M |
| Meitav Investment House Ltd. | 0.26% | Reduce -51.1% | 577,406 | $22.5M |
| Warren Street Wealth Advisors, LLC | 6.33% | Reduce -2.5% | 564,622 | $22.0M |
| Pallas Capital Advisors LLC | 0.69% | Add +6.2% | 538,868 | $21.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -37.2% | 522,833 | $20.4M |
| HighPoint Advisor Group LLC | 0.45% | New | 520,492 | $20.3M |
| Marathon Mission, Inc. | 10.61% | Add +1.3% | 469,895 | $18.3M |
| Cetera Investment Advisers | 0.02% | Add +4.7% | 366,609 | $14.3M |
| Susquehanna International Group, LLP | 0.02% | Add +2877.4% | 361,572 | $14.1M |
| Transamerica Financial Advisors, LLC | 1.18% | Reduce -8.4% | 361,264 | $14.1M |
| Wealth Management Resources, Inc. | 4.35% | Reduce -1.1% | 316,760 | $12.4M |
| Howard Financial Services, LTD. | 1.40% | Add +1.6% | 306,566 | $12.0M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.67% | Reduce -63.1% | 263,253 | $10.3M |
| Cwm, LLC | 0.03% | Reduce -5.6% | 260,656 | $10.2M |
| Stifel Financial Corp. | 0.01% | Reduce -3.9% | 257,887 | $10.1M |
| American Financial & Tax Strategies Inc. | 4.88% | Reduce -3.8% | 250,836 | $9.8M |
| Gould Asset Management LLC | 1.72% | Reduce -2.6% | 249,131 | $9.7M |
| Lodestar Private Asset Management LLC | 0.94% | Reduce -22.1% | 240,888 | $9.4M |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 229,850 | $9.0M |
| Sloy Dahl & Holst, LLC | 1.07% | Reduce -4.6% | 228,393 | $8.9M |
| Goldstein Advisors, LLC | 1.01% | Add +0.7% | 228,049 | $8.9M |
| Mgo One Seven LLC | 0.17% | Add +3.1% | 214,504 | $8.4M |
| Invenio Wealth Partners LLC | 2.96% | Add +1.0% | 203,895 | $8.0M |
| Arax Advisory Partners | 0.23% | New | 199,037 | $7.8M |
| Betterment LLC | 0.01% | Reduce -1.3% | 187,586 | $7.3M |
| Bank of New York Mellon Corp | 0.00% | Add +9.9% | 185,261 | $7.2M |
| WESCAP Management Group, Inc. | 1.41% | Reduce -1.1% | 178,859 | $7.0M |
| Focus Partners Wealth | 0.01% | Reduce -3.4% | 175,970 | $6.9M |
| Evergreen Private Wealth LLC | 2.61% | Reduce -2.8% | 169,899 | $6.6M |
| Atria Investments, Inc | 0.07% | Reduce -7.6% | 164,207 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +4.1% | 160,519 | $6.3M |
| Pinnacle Financial Partners, Inc. | 0.05% | — | 158,370 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +161.4% | 153,980 | $6.0M |
| Merit Financial Group, LLC | 0.05% | Add +1666.2% | 146,326 | $5.7M |
| Evermay Wealth Management LLC | 0.59% | Reduce -31.3% | 133,952 | $5.2M |
| Mariner, LLC | 0.01% | Add +2004.2% | 125,094 | $4.9M |
| Citadel Advisors | 0.00% | Add +343.1% | 119,994 | $4.7M |
| Addison Capital Co | 1.14% | Add +58.1% | 117,312 | $4.6M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.6% | 117,180 | $4.6M |
| Sentinel Wealth Management, Inc. | 3.74% | Add +5.6% | 115,678 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.7% | 115,322 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +11.2% | 111,542 | $4.4M |
| IFP Advisors, Inc | 0.10% | Reduce -8.5% | 108,463 | $4.2M |
| Algorithmic Investment Models, LLC | 5.05% | Reduce -2.5% | 105,025 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Add +1.4% | 101,916 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.5% | 99,719 | $3.9M |
| Insight Advisors, LLC/ PA | 0.59% | Reduce -0.7% | 99,595 | $3.9M |
| Smartleaf Asset Management LLC | 0.15% | Add +24.1% | 99,079 | $3.9M |
| Equitable Holdings, Inc. | 0.03% | Add +80.0% | 99,301 | $3.9M |
| Castlekeep Investment Advisors LLC | 1.59% | Add +31.8% | 89,902 | $3.5M |
| SK Wealth Management, LLC | 0.95% | Reduce -9.8% | 79,859 | $3.4M |
| Premier Path Wealth Partners, LLC | 0.42% | Reduce -7.8% | 82,466 | $3.2M |
| Flow Traders U.S. LLC | 0.10% | Reduce -3.8% | 75,478 | $2.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.3% | 71,498 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +846.8% | 69,796 | $2.7M |
| Journey Strategic Wealth LLC | 0.07% | Add +13.4% | 66,755 | $2.6M |
| Leo Wealth, LLC | 0.18% | Add +632.2% | 63,446 | $2.5M |
| Encompass More Asset Management | 0.45% | Reduce -1.0% | 61,635 | $2.4M |
| Old Mission Capital LLC | 0.09% | New | 57,271 | $2.2M |
| Lido Advisors, LLC | 0.01% | Add +15.8% | 56,075 | $2.2M |
| Yoder Wealth Management, Inc. | 0.99% | Reduce -0.9% | 55,796 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -6.2% | 50,423 | $2.0M |
| Drive Wealth Management, LLC | 0.38% | Add +8.5% | 49,588 | $1.9M |
| XML Financial, LLC | 0.16% | Add +3.3% | 49,419 | $1.9M |
| Glen Eagle Advisors, LLC | 0.26% | Add +0.7% | 49,000 | $1.9M |
| Karnit Road Accident Victims Compensation Fund | 1.04% | — | 47,241 | $1.8M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 0.26% | No change | 47,241 | $1.8M |
| Blackhawk Capital Partners, LLC | 0.63% | Add +24.8% | 43,193 | $1.7M |
| Montecito Bank & Trust | 0.27% | Add +0.9% | 42,745 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.8% | 40,671 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.18% | Add +1.8% | 40,048 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -6.7% | 40,000 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 38,080 | $1.5M |
| Condor Capital Management | 0.12% | Add +3.5% | 37,123 | $1.4M |
| &partners | 0.01% | New | 36,663 | $1.4M |
| Oxinas Partners, LLC | 0.69% | Add +2.2% | 36,533 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.45% | Reduce -1.5% | 36,512 | $1.4M |
| Skyline Advisors, Inc. | 0.46% | Reduce -2.3% | 35,156 | $1.4M |
| MAI Capital Management | 0.01% | Add +4.8% | 35,154 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.1% | 33,126 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.08% | Add +0.5% | 32,685 | $1.3M |
| Sherry Group, Inc. | 1.23% | — | 30,035 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -3.3% | 29,742 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.09% | Reduce -38.4% | 29,483 | $1.1M |
| Lanark Financial, Inc. | 0.09% | Reduce -4.7% | 29,180 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.9% | 28,583 | $1.1M |
| Beckerman Institutional, LLC | 0.62% | Reduce -1.0% | 28,290 | $1.1M |
| Northbridge Financial Group, LLC | 0.49% | — | 28,160 | $1.1M |
| Summit Wealth Partners, LLC | 0.20% | Reduce -15.8% | 27,978 | $1.1M |
| First Financial Corp. | 0.41% | Add +9.0% | 27,972 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -13.7% | 24,628 | $961K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.3% | 24,256 | $955K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.1% | 24,445 | $954K |
| Fischer Financial Services, Inc. | 0.24% | Add +1.8% | 23,680 | $924K |
| SFI Advisors, LLC | 0.59% | Reduce -3.1% | 23,391 | $913K |
| Empowered Funds, LLC | 0.01% | New | 22,661 | $884K |
| N.E.W. Advisory Services LLC | 0.06% | Reduce -12.7% | 21,775 | $850K |
| MML Investors Services, LLC | 0.00% | Add +37.7% | 21,745 | $848K |
| Ellis Investment Partners, LLC | 0.15% | Add +0.2% | 21,328 | $832K |
| HighTower Advisors, LLC | 0.00% | Add +1.2% | 21,086 | $823K |
| ETF Store, Inc. | 0.84% | Reduce -0.9% | 21,068 | $822K |
| Security Financial Services, INC. | 0.12% | Add +20.0% | 19,941 | $778K |
| Arsenal Capital Advisors LLC | 0.55% | — | 19,835 | $774K |
| Legacy Financial Group LLC | 0.09% | Reduce -2.3% | 17,550 | $729K |
| REDW Wealth LLC | 0.27% | Reduce -5.6% | 18,082 | $706K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -13.4% | 17,929 | $700K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.0% | 17,751 | $693K |
| Howard Bailey Securities, LLC | 0.27% | Reduce -91.9% | 17,300 | $675K |
| Comerica Bank | 0.00% | Add +12.4% | 16,247 | $634K |
| Mengis Capital Management, Inc. | 0.11% | No change | 16,245 | $634K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -37.4% | 16,027 | $627K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 15,786 | $616K |
| Fermata Advisors, LLC | 0.15% | Add +1.4% | 15,689 | $612K |
| Summit Financial, LLC | 0.01% | Reduce -4.9% | 15,544 | $607K |
| Harbour Investments, Inc. | 0.01% | Add +2.2% | 15,491 | $604K |
| Avestar Capital, LLC | 0.04% | Reduce -0.3% | 15,314 | $598K |
| Webster Bank, N. A. | 0.06% | Add +6.2% | 15,240 | $595K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +11.1% | 15,139 | $591K |
| Opulen Financial Group LLC | 0.43% | Reduce -5.7% | 15,126 | $590K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -3.9% | 14,918 | $582K |
| XY Planning Network, Inc. | 0.10% | New | 14,607 | $570K |
| OMNI 360 Wealth, Inc. | 0.29% | Add +4.4% | 13,860 | $567K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.0% | 14,479 | $565K |
| CreativeOne Wealth, LLC | 0.01% | New | 14,120 | $551K |
| Bison Wealth, LLC | 0.06% | New | 13,721 | $541K |
| Keystone Financial Group | 0.04% | Add +7.7% | 13,745 | $536K |
| RFG Advisory, LLC | 0.01% | Add +1.4% | 13,623 | $532K |
| MBE Wealth Management, LLC | 0.22% | Reduce -0.3% | 13,586 | $530K |
| Cornerstone Financial Group, LLC | 0.36% | Reduce -0.3% | 13,180 | $514K |
| WealthShield Partners, LLC | 0.06% | Reduce -14.0% | 13,104 | $511K |
| TopTier Wealth Management, LLC | 0.34% | — | 12,904 | $504K |
| Herold Advisors, Inc. | 0.10% | Reduce -9.0% | 11,828 | $462K |
| World Equity Group, Inc. | 0.13% | Add +3.4% | 11,761 | $459K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 11,018 | $430K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.1% | 10,905 | $426K |
| Harbor Advisory Corp. | 0.13% | No change | 10,745 | $419K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -2.3% | 10,511 | $410K |
| REAP Financial Group, LLC | 0.08% | Reduce -3.1% | 10,331 | $403K |
| Wealthfront Advisers LLC | 0.00% | Add +1.5% | 10,313 | $402K |
| Grove Street Fiduciary, LLC | 0.16% | Reduce -25.4% | 10,073 | $393K |
| Ascentis Independent Advisors | 0.06% | Reduce -0.2% | 9,750 | $380K |
| Modera Wealth Management, LLC | 0.00% | No change | 9,390 | $366K |
| AE Wealth Management LLC | 0.00% | Add +17.1% | 8,684 | $339K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | Reduce -21.8% | 7,707 | $329K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.2% | 8,427 | $329K |
| Foundations Investment Advisors, LLC | 0.00% | Add +49.5% | 8,376 | $327K |
| Revolve Wealth Partners, LLC | 0.04% | Reduce -39.5% | 8,331 | $325K |
| Mason & Associates Inc | 0.06% | No change | 7,942 | $310K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.7% | 7,416 | $289K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -21.9% | 7,375 | $288K |
| Compound Planning, Inc. | 0.01% | Reduce -0.6% | 7,301 | $285K |
| Detalus Advisors, LLC | 0.07% | Add +3.0% | 7,297 | $285K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 7,190 | $281K |
| Croban | 0.13% | Reduce -84.5% | 7,142 | $279K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -2.2% | 7,075 | $276K |
| Corient Private Wealth LP | 0.00% | Reduce -16.2% | 7,055 | $276K |
| Western Wealth Management, LLC | 0.01% | Reduce -15.1% | 7,017 | $274K |
| Cresset Asset Management, LLC | 0.00% | No change | 6,795 | $265K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.2% | 6,598 | $257K |
| Sigma Planning Corp | 0.01% | Reduce -6.0% | 6,380 | $249K |
| Key Financial Inc | 0.05% | Add +13.8% | 6,329 | $247K |
| Savvy Advisors, Inc. | 0.01% | Reduce -8.8% | 6,143 | $240K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.9% | 6,044 | $236K |
| Refined Wealth Management | 0.16% | Add +0.1% | 6,048 | $236K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 5,702 | $233K |
| VestGen Advisors, LLC | 0.01% | New | 5,793 | $226K |
| Woodmont Investment Counsel LLC | 0.01% | No change | 5,745 | $224K |
| KPP Advisory Services LLC | 0.03% | Add +0.0% | 5,665 | $221K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +28.9% | 5,597 | $218K |
| United Advisor Group, LLC | 0.03% | Reduce -24.2% | 5,556 | $217K |
| Integrity Financial Corp | 0.11% | Reduce -3.8% | 5,508 | $215K |
| Wedbush Securities Inc. | 0.01% | Reduce -7.4% | 5,482 | $214K |
| Sunpointe, LLC | 0.07% | New | 5,462 | $213K |
| Moneco Advisors, LLC | 0.02% | Add +0.0% | 5,375 | $210K |
| Knightsbridge Asset Management, LLC | 0.03% | No change | 5,371 | $210K |
| Farther Finance Advisors, LLC | 0.00% | Add +59.1% | 4,759 | $186K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -4.4% | 4,511 | $176K |
| Private Trust Co. NA | 0.02% | Reduce -0.7% | 4,427 | $173K |
| FMR LLC | 0.00% | Reduce -1.5% | 4,414 | $172K |
| Gen-Wealth Partners Inc | 0.05% | No change | 4,290 | $167K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -9.7% | 4,215 | $164K |
| Assetmark, Inc. | 0.00% | Add +3.5% | 3,186 | $124K |
| Sumitomo Mitsui Financial Group, Inc. | 0.00% | No change | 3,058 | $119K |
| Allworth Financial LP | 0.00% | No change | 3,046 | $119K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -90.3% | 2,166 | $85K |
| Aptus Capital Advisors, LLC | 0.00% | Add +42.3% | 2,001 | $78K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -75.6% | 2,001 | $78K |
| US Bancorp \de | 0.00% | Add +0.2% | 1,656 | $65K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,341 | $52K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 1,232 | $48K |
| Fifth Third Bancorp | 0.00% | No change | 1,199 | $47K |
| AdvisorNet Financial, Inc | 0.00% | New | 900 | $35K |
| Darwin Wealth Management, LLC | 0.01% | New | 628 | $25K |
| AlphaCore Capital LLC | 0.00% | New | 556 | $22K |
| Highline Wealth Partners LLC | 0.01% | Add +0.4% | 492 | $19K |
| Evolution Wealth Management Inc. | 0.02% | Add +552.8% | 470 | $18K |
| SageView Advisory Group, LLC | 0.00% | New | 338 | $13K |
| CX Institutional | 0.00% | Reduce -34.1% | 326 | $13K |
| Arcadia Investment Management Corp. | 0.00% | No change | 267 | $10K |
| Covestor Ltd | 0.01% | Add +1.5% | 267 | $10K |
| Concord Wealth Partners | 0.00% | No change | 253 | $10K |
| Blue Trust, Inc. | 0.00% | New | 246 | $10K |
| Noble Wealth Management PBC | 0.00% | No change | 218 | $9K |
| Camelot Portfolios, LLC | 0.00% | New | 194 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 163 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -10.7% | 151 | $6K |
| Addison Advisors LLC | 0.00% | No change | 150 | $6K |
| Clearstead Advisors, LLC | 0.00% | No change | 127 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.8% | 127 | $5K |
| WPG Advisers, LLC | 0.00% | No change | 122 | $5K |
| Optima Capital LLC | 0.00% | New | 116 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 99 | $4K |
| Tompkins Financial Corp. | 0.00% | No change | 81 | $3K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 68 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 68 | $3K |
| NBT Bank, N.A. | 0.00% | New | 39 | $2K |
| Bayban | 0.00% | — | 53 | $2K |
| Affinity Wealth LLC | 0.00% | New | 37 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 24 | $936 |
| SHP Wealth Management | 0.00% | — | 21 | $819 |
| NewEdge Advisors, LLC | 0.00% | No change | 20 | $780 |
| BNP Paribas Financial Markets | 0.00% | No change | 16 | $624 |
| Kingdom Financial Group LLC. | 0.00% | New | 10 | $396 |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 4 | $156 |
| Luminist Capital LLC | 0.00% | No change | 3 | $117 |
"% of holder's portfolio" is XSOE's weight in each manager's 13F, not the share of Wisdmtree Emerg MKT Ex-St Ow the manager owns.