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 $1.35B 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 $145.25M 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 $139.55M, representing an estimated loss of -3.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed XSOE value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Lpl Financial Llc, 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
238
Total Reported Value
$1.35B
Largest Holder
Morgan Stanley
Largest Position
$145.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
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% | 2,953,394 | $145,247,934 | $139,547,867 | -$5,700,068 | -3.92% | |
| Bank Of America Corp | 0.01% | 1,777,872 | $87,435,755 | $84,004,452 | -$3,431,303 | -3.92% | |
| Lpl Financial Llc | 0.02% | 1,614,270 | $79,389,777 | $76,274,258 | -$3,115,520 | -3.92% | |
| Valmark Advisers, Inc. | 0.79% | 1,511,642 | $74,342,540 | $71,425,085 | -$2,917,456 | -3.92% | |
| State Of Wisconsin Investment Board | 0.14% | 1,408,892 | $69,289,309 | $66,570,147 | -$2,719,162 | -3.92% | |
| Ubs Group Ag | 0.01% | 1,393,826 | $68,548,363 | $65,858,279 | -$2,690,085 | -3.92% | |
| Wells Fargo & Company/Mn | 0.01% | 1,048,200 | $51,550,490 | $49,527,450 | -$2,023,040 | -3.92% | |
| Esl Trust Services, Llc | 8.04% | 958,864 | $47,156,932 | $45,306,324 | -$1,850,608 | -3.92% | |
| Charles Schwab Investment Management Inc | 0.00% | 652,209 | $32,075,639 | $30,816,875 | -$1,258,764 | -3.92% | |
| Sixth Street Partners Management Company, L.P. | 0.00% | 652,209 | $32,075,639 | $30,816,875 | -$1,258,764 | -3.92% | |
| Highpoint Advisor Group Llc | 1.03% | 592,603 | $29,144,246 | $28,000,492 | -$1,143,754 | -3.92% | |
| Onedigital Investment Advisors Llc | 0.24% | 586,910 | $28,864,231 | $27,731,498 | -$1,132,734 | -3.92% | |
| Warren Street Wealth Advisors, Llc | 5.97% | 537,433 | $26,430,948 | $25,393,709 | -$1,037,239 | -3.92% | |
| Pallas Capital Advisors Llc | 0.80% | 525,395 | $25,838,937 | $24,824,914 | -$1,014,023 | -3.92% | |
| Marathon Mission, Inc. | 12.55% | 511,198 | $25,140,718 | $24,154,106 | -$986,613 | -3.92% | |
| Susquehanna International Group, Llp | 0.02% | 480,219 | $23,617,170 | $22,690,348 | -$926,822 | -3.92% | |
| Meitav Investment House Ltd | 0.14% | 418,672 | $20,590,289 | $19,782,252 | -$808,037 | -3.92% | |
| Howard Financial Services, Ltd. | 1.83% | 372,715 | $18,330,123 | $17,610,784 | -$719,339 | -3.92% | |
| Osaic Holdings, Inc. | 0.02% | 313,863 | $15,444,787 | $14,830,027 | -$614,760 | -3.98% | |
| Cetera Investment Advisers | 0.01% | 294,864 | $14,501,373 | $13,932,324 | -$569,049 | -3.92% | |
| Stifel Financial Corp | 0.01% | 283,853 | $13,959,858 | $13,412,054 | -$547,804 | -3.92% | |
| Transamerica Financial Advisors, Llc | 1.10% | 265,023 | $13,033,844 | $12,522,337 | -$511,507 | -3.92% | |
| Wealth Management Resources, Inc. | 3.91% | 257,460 | $12,661,861 | $12,164,985 | -$496,876 | -3.92% | |
| Invenio Wealth Partners Llc | 4.39% | 249,481 | $12,269,476 | $11,787,977 | -$481,499 | -3.92% | |
| American Financial & Tax Strategies Inc | 5.41% | 243,709 | $11,985,630 | $11,515,250 | -$470,380 | -3.92% | |
| Mgo One Seven Llc | 0.20% | 241,520 | $11,877,955 | $11,411,820 | -$466,135 | -3.92% | |
| Sloy Dahl & Holst, Llc | 1.42% | 233,875 | $11,501,978 | $11,050,594 | -$451,384 | -3.92% | |
| Goldstein Advisors, Llc | 1.02% | 226,328 | $11,130,811 | $10,693,998 | -$436,813 | -3.92% | |
| Ameriprise Financial Inc | 0.00% | 224,459 | $11,037,822 | $10,605,688 | -$432,134 | -3.92% | |
| Gould Asset Management Llc | 1.72% | 221,964 | $10,916,173 | $10,487,799 | -$428,374 | -3.92% | |
| Arax Advisory Partners | 0.07% | 220,764 | $10,857,196 | $10,431,099 | -$426,097 | -3.92% | |
| Cwm, Llc | 0.03% | 256,848 | $10,299,609 | $12,136,068 | +$1,836,459 | +17.83% | |
| Elwood & Goetz Wealth Advisory Group, Llc | 1.42% | 194,788 | $9,579,661 | $9,203,733 | -$375,928 | -3.92% | |
| Wescap Management Group, Inc. | 1.68% | 183,570 | $9,028,016 | $8,673,683 | -$354,334 | -3.92% | |
| Lodestar Private Asset Management Llc | 0.76% | 178,086 | $8,758,268 | $8,414,564 | -$343,705 | -3.92% | |
| Pinnacle Financial Partners, Inc. | 0.06% | 176,341 | $8,672,447 | $8,332,112 | -$340,335 | -3.92% | |
| Evergreen Private Wealth Llc | 3.00% | 164,755 | $8,102,632 | $7,784,674 | -$317,958 | -3.92% | |
| Stratos Wealth Partners, Ltd. | 0.08% | 162,840 | $8,008,514 | $7,694,190 | -$314,324 | -3.92% | |
| Focus Partners Wealth | 0.01% | 157,261 | $7,734,113 | $7,430,582 | -$303,531 | -3.92% | |
| Jane Street Group, Llc | 0.00% | 141,540 | $6,960,937 | $6,687,765 | -$273,172 | -3.92% | |
| Encompass More Asset Management | 1.01% | 139,500 | $6,860,621 | $6,591,375 | -$269,246 | -3.92% | |
| Addison Capital Co | 1.10% | 136,849 | $6,730,237 | $6,466,115 | -$264,122 | -3.92% | |
| Ifp Advisors, Inc | 0.11% | 127,200 | $6,255,696 | $6,010,200 | -$245,496 | -3.92% | |
| Sentinel Wealth Management, Inc. | 4.18% | 120,549 | $5,928,600 | $5,695,940 | -$232,660 | -3.92% | |
| D.A. Davidson & Co. | 0.03% | 114,908 | $5,651,221 | $5,429,403 | -$221,818 | -3.93% | |
| Envestnet Asset Management Inc | 0.00% | 110,258 | $5,422,498 | $5,209,691 | -$212,808 | -3.92% | |
| Atria Investments, Inc | 0.05% | 110,106 | $5,415,021 | $5,202,509 | -$212,513 | -3.92% | |
| Jpmorgan Chase & Co | 0.00% | 108,936 | $5,266,011 | $5,147,226 | -$118,785 | -2.26% | |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd | 0.21% | 104,763 | $5,152,244 | $4,950,052 | -$202,192 | -3.92% | |
| Castlekeep Investment Advisors Llc | 2.52% | 102,226 | $5,027,475 | $4,830,179 | -$197,297 | -3.92% |
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.