XC Institutional Ownership & Shareholders
WISDOMTREE TRUE EMERGING MAR (XC) is currently held by 31 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $55.59M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Oarsman Capital, Inc. is currently the largest disclosed institutional shareholder of XC tracked by InsiderSet, reporting ownership valued at approximately $12.13M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.39M, representing an estimated loss of -6.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed XC value among the investors covered in this analysis. Major shareholders include Oarsman Capital, Inc., Sterling Manor Financial, Llc, Tru Independence Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE TRUE EMERGING MAR (XC).
This page ranks the largest institutional XC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
31
Total Reported Value
$55.59M
Largest Holder
Oarsman Capital, Inc.
Largest Position
$12.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oarsman Capital, Inc. | 1.28% | 382,488 | $12,125,136 | $11,385,406 | -$739,730 | -6.10% | |
| Sterling Manor Financial, Llc | 4.17% | 235,789 | $7,200,218 | $7,018,660 | -$181,558 | -2.52% | |
| Tru Independence Llc | 3.03% | 232,439 | $7,097,745 | $6,918,942 | -$178,803 | -2.52% | |
| Lpl Financial Llc | 0.00% | 208,967 | $6,624,394 | $6,220,258 | -$404,136 | -6.10% | |
| Aprio Wealth Management, Llc | 0.23% | 164,647 | $5,027,789 | $4,900,998 | -$126,791 | -2.52% | |
| Noble Wealth Management Pbc | 1.82% | 129,568 | $3,956,579 | $3,856,812 | -$99,767 | -2.52% | |
| Citadel Advisors Llc | 0.00% | 108,701 | $3,445,898 | $3,235,670 | -$210,228 | -6.10% | |
| Chicago Partners Investment Group Llc | 0.06% | 99,037 | $3,044,312 | $2,948,005 | -$96,307 | -3.16% | |
| Old Mission Capital Llc | 0.04% | 55,044 | $1,744,933 | $1,638,478 | -$106,455 | -6.10% | |
| Cetera Investment Advisers | 0.00% | 32,520 | $1,030,907 | $968,013 | -$62,894 | -6.10% | |
| Creative Planning | 0.00% | 24,182 | $738,424 | $719,818 | -$18,606 | -2.52% | |
| Kestra Advisory Services, Llc | 0.00% | 23,310 | $711,819 | $693,862 | -$17,957 | -2.52% | |
| Legacy Financial Advisors, Inc. | 0.09% | 22,143 | $701,960 | $659,124 | -$42,836 | -6.10% | |
| Goldenstone Wealth Management Llc | 0.28% | 13,300 | $422,007 | $395,897 | -$26,110 | -6.19% | |
| Sanctuary Advisors, Llc | 0.00% | 11,931 | $378,221 | $355,146 | -$23,075 | -6.10% | |
| Dynamic Advisor Solutions Llc | 0.01% | 11,370 | $347,217 | $338,447 | -$8,770 | -2.53% | |
| Smi Advisory Services, Llc | 0.05% | 10,235 | $316,420 | $304,662 | -$11,758 | -3.72% | |
| Private Advisor Group, Llc | 0.00% | 8,148 | $258,298 | $242,539 | -$15,759 | -6.10% | |
| Hrt Financial Lp | 0.00% | 6,468 | $205,000 | $192,531 | -$12,469 | -6.08% | |
| Balance Wealth, Llc | 0.02% | 2,188 | $66,814 | $65,130 | -$1,684 | -2.52% | |
| Royal Bank Of Canada | 0.00% | 1,150 | $36,000 | $34,232 | -$1,768 | -4.91% | |
| Cherry Tree Wealth Management, Llc | 0.01% | 981 | $29,953 | $29,201 | -$752 | -2.51% | |
| Central Trust Co | 0.00% | 600 | $19,021 | $17,860 | -$1,161 | -6.10% | |
| Jpmorgan Chase & Co | 0.00% | 600 | $19,017 | $17,860 | -$1,157 | -6.08% | |
| Rothschild Investment Llc | 0.00% | 476 | $15,090 | $14,169 | -$921 | -6.10% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 468 | $14,836 | $13,931 | -$905 | -6.10% | |
| Farther Finance Advisors, Llc | 0.00% | 210 | $6,413 | $6,251 | -$162 | -2.53% | |
| Osaic Holdings, Inc. | 0.00% | 122 | $3,867 | $3,632 | -$235 | -6.09% | |
| Aptus Capital Advisors, Llc | 0.00% | 72 | $2,282 | $2,143 | -$139 | -6.08% | |
| Fmr Llc | 0.00% | 40 | $1,273 | $1,191 | -$82 | -6.47% | |
| Morgan Stanley | 0.00% | 1 | $37 | $30 | -$7 | -19.55% |
Frequently asked questions about XC
Who are the largest institutional holders of XC?
The largest institutional holders of XC reported in the latest SEC Form 13F filings include Oarsman Capital, Inc., Sterling Manor Financial, Llc, Tru Independence Llc, Lpl Financial Llc, and Aprio Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported XC position.
What is XC institutional ownership?
This page tracks XC positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE TRUE EMERGING MAR (XC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XC?
InsiderSet currently tracks 31 institutional managers reporting XC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XC shareholders.
How much XC stock do institutions own?
Institutional investment managers disclosed approximately $55.59M in XC holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XC institutional ownership last updated?
The latest XC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XC position after the reporting date.
Are institutions buying or selling XC?
Institutional buying and selling can be analyzed by comparing XC positions across consecutive 13F reporting periods. InsiderSet's XC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XC ownership changes.
How has XC institutional ownership changed over time?
InsiderSet tracks XC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.