XSOE institutional holders

WisdomTree Emerging Markets Ex-State Owned Enterprises Fund · 247 reporting institutions · $1.3B reported value

Funds that can replace XSOE · XSOE return decomposition

Institutional holdings

Institutions reporting XSOE, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$145.2M23,1852026-06-30
Bank of America Corp /de$87.4M02026-06-30
Lpl Financial LLC$79.4M23,4582026-06-30
Valmark Advisers, Inc.$74.3M2952026-06-30
State of Wisconsin Investment Board$69.3M02026-06-30
UBS Group AG$68.5M02026-06-30
Wells Fargo & Company/mn$51.6M02026-06-30
Esl Trust Services, LLC$47.2M02026-06-30
Charles Schwab Investment Management Inc$32.1M372026-06-30
Highpoint Advisor Group LLC$29.1M1142026-06-30
Onedigital Investment Advisors LLC$28.9M3862026-06-30
Warren Street Wealth Advisors, LLC$26.4M102026-06-30
Pallas Capital Advisors, LLC$25.8M272026-06-30
Marathon Mission, Inc.$25.1M32026-06-30
Susquehanna International Group, LLP$23.6M02026-06-30
Meitav Investment House Ltd$20.6M02026-06-30
Howard Financial Services, Ltd.$18.3M152026-06-30
Osaic Holdings, Inc.$15.4M02026-06-30
Cetera Investment Advisers$14.5M10,3702026-06-30
Stifel Financial Corp$14M02026-06-30
Transamerica Financial Advisors, LLC$13M1,0972026-06-30
Wealth Management Resources, Inc.$12.7M62026-06-30
Invenio Wealth Partners, LLC$12.3M22026-06-30
American Financial & Tax Strategies Inc$12M12026-06-30
Mgo One Seven LLC$11.9M1182026-06-30
Sloy Dahl & Holst, LLC$11.5M62026-06-30
Goldstein Advisors, LLC$11.1M122026-06-30
Ameriprise Financial Inc$11M02026-06-30
Gould Asset Management LLC /ca$10.9M02026-06-30
Arax Advisory Partners$10.9M2322026-06-30
Cwm, LLC$10.3M6672026-03-31
Elwood & Goetz Wealth Advisory Group, LLC$9.6M212026-06-30
Wescap Management Group, Inc.$9M62026-06-30
Lodestar Private Asset Management LLC$8.8M52026-06-30
Pinnacle Financial Partners, Inc.$8.7M02026-06-30
Evergreen Private Wealth LLC$8.1M42026-06-30
Stratos Wealth Partners, Ltd.$8M3862026-06-30
Focus Partners Wealth$7.7M1,0482026-06-30
Jane Street Group, LLC$7M02026-06-30
Encompass More Asset Management$6.9M862026-06-30
Addison Capital Co$6.7M32026-06-30
Ifp Advisors, Inc$6.3M3182026-06-30
Sentinel Wealth Management, Inc.$5.9M22026-06-30
Pinnacle Financial Partners Inc$5.7M02025-09-30
D.A. Davidson & Co.$5.7M6892026-06-30
Envestnet Pmc$5.4M602026-06-30
Atria Investments, Inc$5.4M62026-06-30
Defined Financial Planning LLC$5.3M02025-09-30
Jpmorgan Chase & Co$5.3M02026-06-30
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Ltd$5.2M02026-06-30
Castlekeep Investment Advisors LLC$5M32026-06-30
Equitable Holdings, Inc.$5M02026-06-30
Smartleaf Asset Management LLC$4.7M92026-06-30
Raymond James Financial Inc$4.5M02026-06-30
Algorithmic Investment Models, LLC$4.5M72026-06-30
Evermay Wealth Management LLC$4.4M232026-06-30
Hightower Advisors, LLC$4M1,0462026-06-30
Mariner, LLC$3.9M02026-06-30
Premier Path Wealth Partners, LLC$3.9M72026-06-30
Sk Wealth Management, LLC$3.6M42026-06-30
Lido Advisors, LLC$3.5M3202026-06-30
Merit Financial Group, LLC$3.3M2952026-06-30
Leo Wealth, LLC$3.2M152026-03-31
Yoder Wealth Management, Inc.$2.7M22026-06-30
Journey Strategic Wealth LLC$2.6M02026-03-31
Drive Wealth Advisers$2.6M172026-06-30
New Edge Wealth$2.6M1512026-06-30
Xml Financial, LLC$2.5M282026-06-30
Private Advisor Group, LLC$2.4M9272026-06-30
Blackhawk Capital Partners, LLC$2.4M102026-06-30
Fiduciary Financial Advisors$2.3M512026-06-30
Karnit Road Accident Victims Compensation Fund$2.3M02026-06-30
Glen Eagle Advisors, LLC$2.3M132026-06-30
Bigsur Wealth Management LLC$2.2M52026-06-30
O'Shaughnessy Asset Management, LLC$2M582026-06-30
Citadel Advisors LLC$2M02026-06-30
Condor Capital Management$1.8M172026-06-30
Mai Capital Management$1.8M3082026-06-30
Client 1st Advisory Group, LLC$1.8M72026-06-30
Baird Financial Group, Inc.$1.7M02026-06-30
Montecito Bank & Trust$1.7M02026-06-30
Novadius Wealth Management$1.7M62026-06-30
Oxinas Partners Wealth Management$1.6M72026-06-30
Keel Point, LLC$1.6M492026-06-30
Robertson Stephens Wealth Management, LLC$1.6M722026-06-30
Rockefeller Capital Management LP$1.6M3462026-06-30
Captrust Financial Advisors$1.6M9622026-06-30
Western Wealth Management, LLC$1.6M1122026-06-30
Etf Architect$1.5M62026-06-30
Eversource Wealth Advisors, LLC$1.5M772026-06-30
Beaumont Financial Advisors, LLC$1.5M162026-06-30
Integrated Wealth Concepts LLC$1.5M4802026-06-30
Kestra Advisory Services, LLC$1.5M1,4792026-06-30
The Sherry Group, Inc.$1.4M32026-06-30
First Financial Corp /in$1.4M02026-06-30
Northbridge Financial Group, LLC$1.4M92026-06-30
Beckerman Wealth$1.4M42026-06-30
Per Stirling Capital Management, Llc.$1.3M312026-06-30
Perigon Wealth Management, LLC$1.2M922026-06-30
Fischer Financial Services, Inc.$1.2M42026-06-30
Lanark Financial, Inc.$1.2M692026-06-30
Xy Planning Network, Inc.$1.1M02026-06-30
Geneos Wealth Management, Inc.$1.1M1932026-06-30
Summit Wealth Partners, LLC$1.1M122026-06-30
New. Advisory Services, LLC$1.1M152026-06-30
Ellis Investment Partners, LLC$1.1M182026-06-30
Iht Wealth Management LLC$1M1592026-06-30
MML Investors Services, LLC$1M5,1202026-06-30
Retirement Planning Group, LLC$981.8K02026-06-30
Arsenal Capital Advisors LLC$975.5K22026-06-30
Mercer Global Advisors Inc /adv$935K02026-06-30
Sfi Advisors, LLC$934K42026-06-30
Legacy Financial Group LLC$849.3K82026-06-30
Fifth Third Bancorp$833K02026-06-30
Avestar Capital, LLC$782.5K132026-06-30
Skyline Advisors, Inc.$766.3K72026-06-30
Creativeone Wealth, LLC$765.9K2212026-06-30
Harbour Investments, Inc.$761.8K2472026-06-30
Webster Bank, N. A.$739.7K02026-06-30
Summit Financial, LLC$728.9K2292026-06-30
Opulen Financial Group LLC$719.8K02026-06-30
Focus Partners Advisor Solutions, LLC$719.4K422026-06-30
Alchemi Wealth, LLC$717.2K62026-06-30
Wealthfront Advisers LLC$717.2K402026-06-30
Omni 360 Wealth, Inc.$711.4K52026-06-30
World Equity Group, Inc.$702.8K562026-06-30
Redw Wealth LLC$676.8K82026-06-30
Royal Bank of Canada$672K02026-06-30
Howard Bailey Securities, LLC$671.1K112026-06-30
Mbe Wealth Management, LLC$668.2K122026-06-30
Keystone Financial Group$663.5K342026-06-30
Rfg Advisory, LLC$657.8K1912026-06-30
Mayflower Advisors$645.8K272026-06-30
Comerica Bank$634K02025-12-31
Cornerstone Financial Group, LLC /ne$628K52026-06-30
Toptier Wealth Management, LLC$627.8K22026-06-30
Fermata Advisors$624.4K132026-06-30
Bison Wealth, LLC$615.9K612026-06-30
Axxcess Wealth Management, LLC$589.6K382026-06-30
Security Financial Services, Inc.$581.2K102026-06-30
U.S. Capital Wealth Advisors, LLC$560.6K02026-03-31
Wealthplan Investment Management, LLC$538.9K292026-06-30
Harbor Advisory Corp /ma$528.4K32026-06-30
Corecap Advisors, LLC$498.8K1182026-06-30
Grove Street Fiduciary, LLC$495.4K22026-06-30
Key Financial, Inc.$494.4K82026-06-30
Steward Partners Investment Advisory, LLC$484.8K4812026-06-30
Knightsbridge Asset Management, LLC$473.7K102026-06-30
Clearwater Capital Advisors, LLC$470.9K152026-06-30
Farther Finance Advisors, LLC$459.2K3342026-06-30
Herold Advisors, Inc.$441K132026-06-30
Belpointe Asset Management LLC$425.7K1702026-06-30
Ae Wealth Management LLC$420K4712026-06-30
Snowden Capital Advisors LLC$410K1222026-06-30
Revolve Wealth Partners, LLC$409.7K142026-06-30
Mason & Associates Inc$390.6K82026-06-30
Twin Peaks Wealth Advisors, LLC$381K102026-06-30
Physician Wealth Advisors, Inc.$374.5K92026-06-30
Sanctuary Advisors, LLC$363.1K4012026-06-30
Personal Cfo Solutions, LLC$342.7K102026-06-30
Compound Planning, Inc.$341.2K752026-06-30
Fmr LLC$339.1K02026-06-30
Cresset Asset Management, LLC$333.9K2122026-06-30
Modera Wealth Management, LLC$316.7K1352026-06-30
Impact Capital Partners LLC$307K52026-06-30
Reap Financial Group, LLC$298.3K72026-06-30
Savvy Advisors, Inc.$297.6K2142026-06-30
Prime Capital Financial$296.1K2652026-06-30
Woodmont Investment Counsel LLC$282.5K92026-06-30
United Advisor Group, LLC$273.4K582026-06-30
Kpp Advisory Services LLC$272.3K222026-06-30
Sunpointe Investments$268.6K112026-06-30
Vestgen Advisors, LLC$268K582026-06-30
Capital Investment Advisory Services, LLC$265.3K1032026-06-30
Integrity Financial Corp /wa$265.3K142026-06-30
Moneco Advisors, LLC$264.4K502026-06-30
Detalus Advisors, LLC$259.7K132026-06-30
Sigma Planning Corp$257.6K4742026-06-30
Sfmg, LLC$248.6K162026-06-30
Full Sail Capital, LLC$245.7K02025-09-30
Wealth Enhancement Advisory Services, LLC$245K1,0262026-06-30
Sgl Investment Advisors, Inc.$233.8K02026-06-30
Refined Wealth Management$224.8K52026-06-30
Croban$224K02026-06-30
Cyndeo Wealth Partners$223.6K202026-06-30
Private Trust Co NA$217.7K02026-06-30
Two Sigma Securities, LLC$213.5K02026-06-30
Gen-Wealth Partners Inc$211K82026-06-30
Northwestern Mutual Wealth Management Co$185.1K02026-06-30
Assetmark, Inc$163.2K2202026-06-30
Sumitomo Mitsui Financial Group, Inc.$150.4K02026-06-30
Allworth Financial, LP$147.5K3172026-06-30
Strategic Wealth Partners, Ltd.$123.9K02026-06-30
Avalon Trust Co$103.6K02026-06-30
Tounjian Advisory Partners, LLC$102.1K52026-06-30
Sbi Securities Co., Ltd.$101.6K02026-06-30
Aptus Capital Advisors, LLC$95.1K212026-06-30
Advisornet Wealth Partners$68.9K582026-06-30
PNC Financial Services Group, Inc.$66K02026-06-30
Larson Financial Group LLC$58.6K672026-06-30
Huntington National Bank$52.9K02026-06-30
Ameritas Advisory Services, LLC$49.2K5502026-06-30
Russell Investments Group, Ltd.$42.3K02026-06-30
Institute for Wealth Management, Llc.$32K132026-06-30
Alphacore Capital LLC$27.3K692026-06-30
Kathleen S. Wright Associates Inc.$26.6K02025-09-30
Evolution Wealth Management Inc.$23.1K32026-06-30
Vanguard Advisers Inc$20.2K2,4692026-06-30
Highline Wealth Partners LLC$19.5K172026-06-30
Synergy Investment Management, LLC$14.9K192026-06-30
Blackrock, Inc.$12.9K02026-06-30
Concord Wealth Partners$12.4K112026-06-30
Arcadia Investment Management Corp/mi$11.9K02026-03-31
Noble Wealth Management Pbc.$10.7K42026-06-30
Ashton Thomas Private Wealth, LLC$10.4K962026-06-30
Global Retirement Partners LLC$10.3K4912026-06-30
Gill Capital Partners$8.9K102026-06-30
Pinnacle Wealth Planning Services, Inc.$8K202026-06-30
Creative Financial Designs Inc /adv$7.4K02026-06-30
Marble Trail Advisors$7.4K42026-06-30
Triumph Capital Management$7.3K142026-06-30
Betterment LLC$6.6K282026-06-30
Jfs Wealth Advisors, LLC$6.3K332026-06-30
Clearstead; Clearstead Advisory Solutions$6.2K642026-06-30
Caldwell Sutter Capital, Inc.$4.9K82026-06-30
Jones Financial Companies LLLP$4K02026-06-30
Wpg Advisers, LLC$3.5K42026-06-30
Godfrey Financial Associates, Inc.$3.3K32026-06-30
Nbt Bank, N.A.$3K02026-06-30
CIBC Private Wealth Group LLC$2.7K02025-12-31
Napier Financial$1.7K92026-06-30
US Bancorp$1.6K02026-06-30
Cambridge Investment Research Advisors, Inc.$1.5K3,9402026-03-31
Planning Strategies Inc.$1.5K102026-06-30
Shp Wealth Management$1K322026-06-30
Thrivent Financial for Lutherans$1K02026-06-30
Newedge Advisors$9846012026-06-30
Hrt Financial LP$51702026-06-30
Kingdom Financial Group Llc.$503152026-06-30
Main Street Group, Ltd$44592026-06-30
Wedbush Securities Inc$2982202026-06-30
Park Avenue Securities LLC$2531,9082026-06-30
Financial Gravity Companies, Inc.$19702026-06-30
Financial Gravity Asset Management, Inc.$16012026-03-31
Luminist Capital LLC$14852026-06-30
Interactive Advisers, Interactive Advisors$1732026-06-30
Cx Institutional$1802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30