WISDMTREE EMERG MKT EX-ST OW (XSOE) Institutional Shareholders
WISDMTREE EMERG MKT EX-ST OW (XSOE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.14B in XSOE holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of XSOE tracked by InsiderSet, reporting ownership valued at approximately $119.73M in its March 31, 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 $136.30M, representing an estimated gain of +13.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed XSOE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Valmark Advisers, Inc., and several other long-term asset managers with concentrated positions in WISDMTREE EMERG MKT EX-ST OW (XSOE).
This page ranks the largest institutional XSOE 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
239
Total Reported Value
$1.14B
Largest Holder
Morgan Stanley
Largest Position
$119.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 2,985,759 | $119,728,968 | $136,299,898 | +$16,570,930 | +13.84% | |
| Bank Of America Corp | 0.01% | 1,852,042 | $74,266,867 | $84,545,717 | +$10,278,850 | +13.84% | |
| Valmark Advisers, Inc. | 0.78% | 1,640,866 | $65,798,736 | $74,905,533 | +$9,106,797 | +13.84% | |
| Ubs Group Ag | 0.01% | 1,432,837 | $57,456,764 | $65,409,009 | +$7,952,245 | +13.84% | |
| State Of Wisconsin Investment Board | 0.13% | 1,408,892 | $56,496,569 | $64,315,920 | +$7,819,351 | +13.84% | |
| Wells Fargo & Company/Mn | 0.01% | 1,258,344 | $50,459,577 | $57,443,404 | +$6,983,827 | +13.84% | |
| Lpl Financial Llc | 0.01% | 1,210,114 | $48,525,576 | $55,241,704 | +$6,716,128 | +13.84% | |
| Esl Trust Services, Llc | 7.34% | 958,792 | $38,447,561 | $43,768,855 | +$5,321,294 | +13.84% | |
| Charles Schwab Investment Management Inc | 0.00% | 676,436 | $27,125,084 | $30,879,303 | +$3,754,219 | +13.84% | |
| Warren Street Wealth Advisors, Llc | 5.97% | 537,433 | $26,430,948 | $24,533,816 | -$1,897,132 | -7.18% | |
| Marathon Mission, Inc. | 12.55% | 511,198 | $25,140,718 | $23,336,189 | -$1,804,529 | -7.18% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 4.21% | 619,075 | $24,824,922 | $28,260,774 | +$3,435,852 | +13.84% | |
| Onedigital Investment Advisors Llc | 0.24% | 599,440 | $24,037,548 | $27,364,436 | +$3,326,888 | +13.84% | |
| Meitav Investment House Ltd | 0.14% | 418,672 | $20,590,289 | $19,112,377 | -$1,477,912 | -7.18% | |
| Pallas Capital Advisors Llc | 0.74% | 492,666 | $19,755,920 | $22,490,203 | +$2,734,283 | +13.84% | |
| Howard Financial Services, Ltd. | 1.83% | 372,715 | $18,330,123 | $17,014,440 | -$1,315,683 | -7.18% | |
| Highpoint Advisor Group Llc | 0.72% | 431,168 | $17,289,907 | $19,682,819 | +$2,392,912 | +13.84% | |
| Osaic Holdings, Inc. | 0.03% | 426,795 | $17,121,511 | $19,483,192 | +$2,361,681 | +13.79% | |
| Transamerica Financial Advisors, Llc | 1.13% | 329,777 | $13,224,089 | $15,054,320 | +$1,830,231 | +13.84% | |
| Cetera Investment Advisers | 0.01% | 319,498 | $12,811,853 | $14,585,084 | +$1,773,231 | +13.84% | |
| Wealth Management Resources, Inc. | 3.91% | 257,460 | $12,661,861 | $11,753,049 | -$908,812 | -7.18% | |
| Invenio Wealth Partners Llc | 4.39% | 249,481 | $12,269,476 | $11,388,808 | -$880,668 | -7.18% | |
| Mgo One Seven Llc | 0.20% | 241,520 | $11,877,955 | $11,025,388 | -$852,567 | -7.18% | |
| Stifel Financial Corp | 0.01% | 285,217 | $11,437,208 | $13,020,156 | +$1,582,948 | +13.84% | |
| Goldstein Advisors, Llc | 1.02% | 226,328 | $11,130,811 | $10,331,873 | -$798,938 | -7.18% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.69% | 263,253 | $10,556,445 | $12,017,499 | +$1,461,054 | +13.84% | |
| Cwm, Llc | 0.03% | 256,848 | $10,299,609 | $11,725,111 | +$1,425,502 | +13.84% | |
| Gould Asset Management Llc | 1.71% | 245,444 | $9,842,299 | $11,204,519 | +$1,362,220 | +13.84% | |
| American Financial & Tax Strategies Inc | 4.78% | 245,250 | $9,834,533 | $11,195,663 | +$1,361,130 | +13.84% | |
| Ameriprise Financial Inc | 0.00% | 229,149 | $9,191,210 | $10,460,652 | +$1,269,442 | +13.81% | |
| Sloy Dahl & Holst, Llc | 1.26% | 228,676 | $9,169,900 | $10,439,059 | +$1,269,159 | +13.84% | |
| Lodestar Private Asset Management Llc | 0.76% | 178,086 | $8,758,268 | $8,129,626 | -$628,642 | -7.18% | |
| Arax Advisory Partners | 0.23% | 206,456 | $8,278,907 | $9,424,716 | +$1,145,809 | +13.84% | |
| Bank Of New York Mellon Corp | 0.00% | 202,510 | $8,120,643 | $9,244,582 | +$1,123,939 | +13.84% | |
| Evergreen Private Wealth Llc | 3.00% | 164,755 | $8,102,632 | $7,521,066 | -$581,566 | -7.18% | |
| Wescap Management Group, Inc. | 1.47% | 186,500 | $7,478,686 | $8,513,725 | +$1,035,039 | +13.84% | |
| Encompass More Asset Management | 1.01% | 139,500 | $6,860,621 | $6,368,175 | -$492,446 | -7.18% | |
| Pinnacle Financial Partners, Inc. | 0.05% | 169,962 | $6,815,495 | $7,758,765 | +$943,270 | +13.84% | |
| Focus Partners Wealth | 0.01% | 163,047 | $6,538,216 | $7,443,096 | +$904,880 | +13.84% | |
| Stratos Wealth Partners, Ltd. | 0.07% | 160,798 | $6,448,022 | $7,340,429 | +$892,407 | +13.84% | |
| Ifp Advisors, Inc | 0.11% | 127,200 | $6,255,696 | $5,806,680 | -$449,016 | -7.18% | |
| Susquehanna International Group, Llp | 0.01% | 153,152 | $6,141,395 | $6,991,389 | +$849,994 | +13.84% | |
| D.A. Davidson & Co. | 0.03% | 114,908 | $5,651,221 | $5,245,550 | -$405,671 | -7.18% | |
| Envestnet Asset Management Inc | 0.00% | 110,258 | $5,422,498 | $5,033,278 | -$389,220 | -7.18% | |
| Atria Investments, Inc | 0.05% | 110,106 | $5,415,021 | $5,026,339 | -$388,682 | -7.18% | |
| Addison Capital Co | 0.94% | 131,887 | $5,288,560 | $6,020,642 | +$732,082 | +13.84% | |
| Mariner, Llc | 0.01% | 121,181 | $4,859,366 | $5,531,913 | +$672,547 | +13.84% | |
| Sentinel Wealth Management, Inc. | 3.81% | 118,660 | $4,758,266 | $5,416,829 | +$658,563 | +13.84% | |
| Evermay Wealth Management Llc | 0.45% | 88,858 | $4,370,037 | $4,056,368 | -$313,669 | -7.18% | |
| Algorithmic Investment Models, Llc | 4.93% | 99,674 | $3,996,911 | $4,550,118 | +$553,207 | +13.84% |
Frequently asked questions about XSOE
Who owns the most XSOE stock?
The largest holders of XSOE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDMTREE EMERG MKT EX-ST OW (XSOE).
Is XSOE widely held by superinvestors?
Many widely followed stocks like XSOE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XSOE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.