Wisdmtree Emerg MKT Ex-St OwXSOEETF
13F holders, Q1 2026 (March 31)235holders
20new positions
18sold out
1famous investor
$40.10avg. 13F price*
At the end of Q1 2026, 235 institutions reported holding Wisdmtree Emerg MKT Ex-St Ow (XSOE) in their 13F filings, unchanged from Q4 2025. 20 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($119.7M), Bank of America Corp. ($74.3M) and Valmark Advisers, Inc. ($65.8M). 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 (Q1 2026)
- CUSIP
- 97717X578
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.7M |
| Exits | 18 | $20.3M |
All 13F filers, Q4 2025 → Q1 2026: 987,352 shares bought and 2,055,419 shares sold, net −1,068,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Morgan Stanley | 0.01% | Add +4.0% | 2,985,759 | $119.7M |
| Bank of America Corp. | 0.01% | Reduce -7.6% | 1,852,042 | $74.3M |
| Valmark Advisers, Inc. | 0.78% | Reduce -3.8% | 1,640,866 | $65.8M |
| UBS Group AG | 0.01% | Add +4.7% | 1,432,837 | $57.5M |
| State of Wisconsin Investment Board | 0.13% | No change | 1,408,892 | $56.5M |
| Wells Fargo & Company | 0.01% | Add +1.6% | 1,258,344 | $50.5M |
| LPL Financial LLC | 0.01% | Reduce -11.1% | 1,210,114 | $48.5M |
| ESL Trust Services, LLC | 7.34% | Add +0.1% | 958,792 | $38.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.0% | 676,436 | $27.1M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.21% | Add +1.8% | 619,075 | $24.8M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -21.4% | 599,440 | $24.0M |
| Meitav Investment House Ltd. | 0.25% | Reduce -0.0% | 577,262 | $23.1M |
| Warren Street Wealth Advisors, LLC | 5.57% | Reduce -3.8% | 542,958 | $21.8M |
| Marathon Mission, Inc. | 11.86% | Add +8.1% | 508,156 | $20.4M |
| Pallas Capital Advisors LLC | 0.74% | Reduce -8.6% | 492,666 | $19.8M |
| HighPoint Advisor Group LLC | 0.72% | Reduce -17.2% | 431,168 | $17.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -18.4% | 426,795 | $17.1M |
| Howard Financial Services, LTD. | 1.52% | Add +9.9% | 336,833 | $13.5M |
| Transamerica Financial Advisors, LLC | 1.13% | Reduce -8.7% | 329,777 | $13.2M |
| Cetera Investment Advisers | 0.01% | Reduce -12.8% | 319,498 | $12.8M |
| Wealth Management Resources, Inc. | 4.42% | Reduce -0.1% | 316,459 | $12.7M |
| Stifel Financial Corp. | 0.01% | Add +10.6% | 285,217 | $11.4M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0.69% | No change | 263,253 | $10.6M |
| Cwm, LLC | 0.03% | Reduce -1.5% | 256,848 | $10.3M |
| Invenio Wealth Partners LLC | 3.97% | Add +22.4% | 249,542 | $10.0M |
| Gould Asset Management LLC | 1.71% | Reduce -1.5% | 245,444 | $9.8M |
| American Financial & Tax Strategies Inc. | 4.78% | Reduce -2.2% | 245,250 | $9.8M |
| Goldstein Advisors, LLC | 1.03% | Add +1.0% | 230,340 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 229,149 | $9.2M |
| Sloy Dahl & Holst, LLC | 1.26% | Add +0.1% | 228,676 | $9.2M |
| Mgo One Seven LLC | 0.17% | Reduce -0.1% | 214,323 | $8.6M |
| Arax Advisory Partners | 0.23% | Add +3.7% | 206,456 | $8.3M |
| Lodestar Private Asset Management LLC | 0.81% | Reduce -14.8% | 205,181 | $8.2M |
| Bank of New York Mellon Corp | 0.00% | Add +9.3% | 202,510 | $8.1M |
| WESCAP Management Group, Inc. | 1.47% | Add +4.3% | 186,500 | $7.5M |
| Betterment LLC | 0.01% | Reduce -5.7% | 176,918 | $7.1M |
| Pinnacle Financial Partners, Inc. | 0.05% | Add +7.3% | 169,962 | $6.8M |
| Evergreen Private Wealth LLC | 2.73% | Reduce -0.7% | 168,738 | $6.8M |
| Focus Partners Wealth | 0.01% | Reduce -7.3% | 163,047 | $6.5M |
| Atria Investments, Inc | 0.07% | Reduce -1.3% | 162,113 | $6.5M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +0.2% | 160,798 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -57.6% | 153,152 | $6.1M |
| Merit Financial Group, LLC | 0.04% | Reduce -6.5% | 136,849 | $5.5M |
| Encompass More Asset Management | 0.90% | Add +114.7% | 132,322 | $5.3M |
| Addison Capital Co | 0.94% | Add +12.4% | 131,887 | $5.3M |
| IFP Advisors, Inc | 0.11% | Add +19.2% | 129,306 | $5.2M |
| Evermay Wealth Management LLC | 0.57% | Reduce -4.4% | 128,074 | $5.1M |
| Mariner, LLC | 0.01% | Reduce -3.1% | 121,181 | $4.9M |
| Sentinel Wealth Management, Inc. | 3.81% | Add +2.6% | 118,660 | $4.8M |
| D.A. Davidson & Co. | 0.03% | Reduce -1.7% | 115,199 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 113,506 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Add +3.6% | 105,587 | $4.2M |
| Algorithmic Investment Models, LLC | 4.93% | Reduce -5.1% | 99,674 | $4.0M |
| Equitable Holdings, Inc. | 0.03% | Add +2.9% | 102,212 | $4.0M |
| Castlekeep Investment Advisors LLC | 2.08% | Add +6.5% | 95,717 | $3.8M |
| Smartleaf Asset Management LLC | 0.14% | Reduce -1.1% | 98,011 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 94,410 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -14.9% | 84,837 | $3.3M |
| Leo Wealth, LLC | 0.23% | Add +26.3% | 80,130 | $3.2M |
| SK Wealth Management, LLC | 0.88% | Reduce -1.0% | 79,057 | $3.2M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 74,330 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +244.3% | 72,610 | $2.9M |
| Lido Advisors, LLC | 0.01% | Add +24.6% | 69,894 | $2.8M |
| Premier Path Wealth Partners, LLC | 0.36% | Reduce -15.3% | 69,809 | $2.8M |
| Journey Strategic Wealth LLC | 0.07% | Reduce -1.3% | 65,882 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -47.0% | 63,570 | $2.5M |
| NewEdge Wealth, LLC | 0.03% | New | 57,056 | $2.3M |
| Yoder Wealth Management, Inc. | 1.01% | Reduce -0.5% | 55,531 | $2.2M |
| Drive Wealth Management, LLC | 0.47% | Add +11.2% | 55,118 | $2.2M |
| Old Mission Capital LLC | 0.05% | Reduce -11.7% | 50,553 | $2.0M |
| XML Financial, LLC | 0.16% | Reduce -0.5% | 49,175 | $2.0M |
| Karnit Road Accident Victims Compensation Fund | 1.11% | No change | 47,241 | $1.9M |
| Blackhawk Capital Partners, LLC | 0.67% | Add +5.8% | 45,704 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.5% | 42,115 | $1.7M |
| Per Stirling Capital Management, LLC. | 0.18% | Reduce -1.0% | 39,641 | $1.6M |
| Montecito Bank & Trust | 0.26% | Reduce -8.7% | 39,020 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 38,058 | $1.5M |
| Glen Eagle Advisors, LLC | 0.21% | Reduce -24.1% | 37,166 | $1.5M |
| Condor Capital Management | 0.12% | Reduce -0.4% | 36,970 | $1.5M |
| MAI Capital Management | 0.01% | Add +1.7% | 35,740 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.43% | Reduce -2.4% | 35,637 | $1.4M |
| Oxinas Partners, LLC | 0.65% | Reduce -2.8% | 35,520 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Add +0.0% | 33,135 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -17.4% | 33,039 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.09% | Reduce -2.0% | 32,020 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.3% | 31,534 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +1.9% | 30,293 | $1.2M |
| Sherry Group, Inc. | 1.32% | Add +0.1% | 30,051 | $1.2M |
| Empowered Funds, LLC | 0.01% | Add +32.1% | 29,937 | $1.2M |
| First Financial Corp. | 0.46% | Add +5.3% | 29,440 | $1.2M |
| Northbridge Financial Group, LLC | 0.51% | Reduce -3.3% | 27,228 | $1.2M |
| Koss-Olinger Consulting, LLC | 0.10% | Reduce -0.8% | 29,262 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +16.0% | 28,561 | $1.1M |
| Beckerman Institutional, LLC | 0.60% | Add +0.0% | 28,291 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +231.3% | 27,919 | $1.1M |
| Lanark Financial, Inc. | 0.08% | Reduce -11.7% | 25,778 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Add +5.3% | 25,734 | $1.0M |
| Summit Wealth Partners, LLC | 0.16% | Reduce -8.8% | 25,525 | $1.0M |
| ETF Store, Inc. | 0.97% | Add +18.0% | 24,856 | $997K |
| Fischer Financial Services, Inc. | 0.33% | Add +2.8% | 24,342 | $976K |
"% 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.