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Disclosery

XSOE WISDOMTREE TR

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EM EX ST-OWNED (fund)

234 managers (235 13F filers) reported a position in XSOE shares at 2026-06-30, 26,625,882 shares in all. 18 filers opened a position and 16 filers sold out during the quarter.

Managers
234
13F filers
235
New
18
Added
74
Reduced
98
Sold out
16
Shares held by filers
26,625,882

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,953,394$145M0.01%-32,36513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,777,872$87.4M0.01%-74,17013F-HRTimelineGroup
LPL Financial LLC1,614,270$79.4M0.02%+404,15613F-HRTimeline
Valmark Advisers, Inc.1,511,642$74.3M0.79%-129,22413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD1,408,892$69.3M0.14%013F-HRTimeline
UBS Group AGin group UBS Group AG1,393,826$68.5M0.01%-39,01113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,048,200$51.6M0.01%-210,14413F-HRTimelineGroup
ESL Trust Services, LLC958,864$47.2M8.04%+7213F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co652,209$32.1M<0.01%-24,22713F-HRTimelineGroup
HighPoint Advisor Group LLC592,603$29.1M1.03%+161,43513F-HRTimeline
OneDigital Investment Advisors LLC586,910$28.9M0.24%-12,53013F-HRTimeline
Warren Street Wealth Advisors, LLC537,433$26.4M5.97%-5,52513F-HRTimeline
Pallas Capital Advisors LLC525,395$25.8M0.8%+32,72913F-HRTimeline
Marathon Mission, Inc.511,198$25.1M12.55%+3,04213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…480,219$23.6M0.02%+327,06713F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD418,672$20.6M0.14%-158,59013F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.372,715$18.3M1.83%+35,88213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.313,863$15.4M0.02%-112,93213F-HRTimelineGroup
Cetera Investment Advisers294,864$14.5M0.01%-24,63413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP283,853$14M0.01%-1,36413F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…265,023$13M1.1%-64,75413F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.257,460$12.7M3.91%-58,99913F-HRTimeline
INVENIO WEALTH PARTNERS LLC249,481$12.3M4.39%-6113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC243,709$12M5.41%-1,54113F-HRTimeline
MGO ONE SEVEN LLC241,520$11.9M0.2%+27,19713F-HRTimeline
Sloy Dahl & Holst, LLC233,875$11.5M1.42%+5,19913F-HRTimeline
Goldstein Advisors, LLC226,328$11.1M1.02%-4,01213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC224,459$11M<0.01%-4,69013F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/221,964$10.9M1.72%-23,48013F-HRTimeline
Arax Advisory Partners220,764$10.9M0.07%+14,30813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…194,788$9.58M1.42%-424,28713F-HRTimeline
WESCAP Management Group, Inc.183,570$9.03M1.68%-2,93013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC178,086$8.76M0.76%-27,09513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …176,341$8.67M0.06%+6,37913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding171,889$8.45M-5,677Timeline
Evergreen Private Wealth LLC164,755$8.1M3%-3,98313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.162,840$8.01M0.08%+2,04213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC141,540$6.96M<0.01%new13F-HRTimelineGroup
Encompass More Asset Management139,500$6.86M1.01%+7,17813F-HRTimeline
Addison Capital Co136,849$6.73M1.1%+4,96213F-HRTimeline
Betterment LLC134,574$6.62M0.01%-42,34413F-HRTimeline
IFP Advisors, Inc127,200$6.26M0.11%-2,10613F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.120,549$5.93M4.18%+1,88913F-HRTimeline
D.A. DAVIDSON & CO.114,908$5.65M0.03%-29113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC110,258$5.42M<0.01%-3,24813F-HRTimelineGroup
Atria Investments, Inc110,106$5.42M0.05%-52,00713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO108,936$5.27M<0.01%+24,09913F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…in group Kranot Hishtalmut Le Morim Ve…104,763$5.15M0.21%-158,49013F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC102,226$5.03M2.52%+6,50913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.101,006$4.97M0.03%-1,20613F-HRTimelineGroup
Smartleaf Asset Management LLC98,011$4.74M0.15%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC91,312$4.49M<0.01%+16,98213F-HRTimelineGroup
Algorithmic Investment Models, LLC90,817$4.47M5.17%-8,85713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC88,858$4.37M0.45%-39,21613F-HRTimeline
HighTower Advisors, LLC81,166$3.99M<0.01%+8,55613F-HRTimeline
Mariner, LLCin group Mariner, LLC79,500$3.91M<0.01%-41,68113F-HRTimelineGroup
Premier Path Wealth Partners, LLC79,063$3.89M0.45%+9,25413F-HRTimeline
SK Wealth Management, LLC77,358$3.59M0.81%-1,69913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC70,543$3.47M0.01%+64913F-HRTimelineGroup
Merit Financial Group, LLC66,955$3.29M0.02%-69,89413F-HR/ATimeline
Yoder Wealth Management, Inc.55,515$2.71M1.06%-1613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC53,032$2.61M0.46%-2,08613F-HRTimeline
NewEdge Wealth, LLC52,609$2.59M0.03%-4,44713F-HRTimeline
XML Financial, LLC50,522$2.48M0.18%+1,34713F-HRTimeline
Private Advisor Group, LLC49,618$2.44M0.01%-55,96913F-HRTimeline
Blackhawk Capital Partners, LLC48,293$2.38M0.78%+2,58913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS47,696$2.35M0.24%new13F-HRTimeline
Karnit Road Accident Victims Compensati…47,241$2.32M1.32%013F-HRTimeline
Glen Eagle Advisors, LLC46,291$2.28M0.29%+9,12513F-HRTimeline
BigSur Wealth Management LLC44,500$2.19M0.53%+37,00013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC40,079$1.97M0.01%+33,93713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,991$1.97M<0.01%-23,57913F-HRTimelineGroup
Cambridge Investment Research Advisors,…38,087$1.87M<0.01%+2913F-HR/ATimeline
CONDOR CAPITAL MANAGEMENT37,232$1.83M0.14%+26213F-HRTimeline
MAI Capital Management36,363$1.79M0.01%+62313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC35,637$1.75M0.47%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,463$1.74M<0.01%+17,16213F-HRTimelineGroup
Montecito Bank & Trust35,393$1.74M0.26%-3,62713F-HRTimeline
ETF Store, Inc.35,339$1.74M1.45%+10,48313F-HRTimeline
Oxinas Partners, LLC33,414$1.64M0.65%-2,10613F-HRTimeline
Keel Point, LLC33,348$1.64M0.1%new13F-HRTimeline
Robertson Stephens Wealth Management, L…33,174$1.63M0.04%+3913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,442$1.6M<0.01%+90813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS31,704$1.56M<0.01%-1,33513F-HRTimeline
Western Wealth Management, LLC31,673$1.56M0.05%+14,37113F-HRTimeline
Empowered Funds, LLC31,512$1.55M0.01%+1,57513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,780$1.51M0.05%+48713F-HRTimelineGroup
Beaumont Financial Advisors, LLC30,464$1.5M0.1%-1,55613F-HRTimeline
Integrated Wealth Concepts LLC29,637$1.46M0.01%+1,07613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC29,626$1.46M<0.01%-12,48913F-HRTimelineGroup
Sherry Group, Inc.29,824$1.44M1.41%-22713F-HRTimeline
FIRST FINANCIAL CORP /IN/28,602$1.41M0.49%-83813F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC28,188$1.39M0.53%+96013F-HRTimeline
Beckerman Institutional, LLC27,879$1.37M0.65%-41213F-HRTimeline
Per Stirling Capital Management, LLC.25,662$1.26M0.12%-13,97913F-HRTimeline
Perigon Wealth Management, LLC24,615$1.21M0.02%-1,11913F-HRTimeline
Fischer Financial Services, Inc.24,202$1.19M0.3%-14013F-HRTimeline
LANARK FINANCIAL, INC.23,566$1.16M0.08%-2,21213F-HRTimeline
XY Planning Network, Inc.22,844$1.12M0.14%+1,78513F-HRTimeline
Geneos Wealth Management Inc.21,789$1.07M0.02%+2,00113F-HRTimeline
Summit Wealth Partners, LLC21,752$1.07M0.15%-3,77313F-HRTimeline
N.E.W. Advisory Services LLC21,578$1.06M0.07%-38513F-HRTimeline
Ellis Investment Partners, LLC21,494$1.06M0.16%+4913F-HRTimeline
IHT Wealth Management, LLC21,344$1.05M0.02%-2,73213F-HRTimeline
MML INVESTORS SERVICES, LLC21,017$1.03M<0.01%+5,84313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,777$1.01M<0.01%+10,81113F-HRTimelineGroup
Retirement Planning Group, LLC19,964$982K0.02%+1,52413F-HRTimeline
Arsenal Capital Advisors LLC19,835$975K0.58%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,011$935K<0.01%-8,90813F-HR/ATimeline
SFI Advisors, LLC18,992$934K0.81%013F-HRTimeline
Legacy Financial Group LLC17,269$849K0.1%-2713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,937$833K<0.01%-1813F-HRTimelineGroup
Mengis Capital Management, Inc.16,261$800K0.12%+1613F-HRTimeline
Avestar Capital, LLC15,911$783K0.05%+63113F-HRTimeline
Skyline Advisors, Inc.15,581$766K0.24%-3,99713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,573$766K0.02%-13813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.15,491$762K0.01%-85113F-HRTimeline
WEBSTER BANK, N. A.15,040$740K0.06%-20013F-HRTimeline
Summit Financial, LLC14,821$729K0.01%-22413F-HRTimeline
Opulen Financial Group LLC14,636$720K0.45%-74113F-HRTimeline
Alchemi Wealth, LLC14,584$717K0.34%+3,30113F-HRTimeline
Wealthfront Advisers LLC14,583$717K<0.01%+1,57713F-HRTimeline
OMNI 360 Wealth, Inc.14,466$711K0.33%+41213F-HRTimeline
WORLD EQUITY GROUP, INC.14,284$703K0.16%-80113F-HRTimeline
REDW Wealth LLC13,762$677K0.24%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,677$672K<0.01%-77713F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC13,646$671K0.25%-3,37713F-HRTimeline
MBE Wealth Management, LLC13,586$668K0.23%013F-HRTimeline
Keystone Financial Group13,491$663K0.04%+213F-HRTimeline
RFG Advisory, LLC13,375$658K0.01%-25013F-HRTimeline
Mayflower Financial Advisors, LLC13,130$646K0.06%-72013F-HRTimeline
Cornerstone Financial Group, LLC /NE/12,770$628K0.39%+5213F-HRTimeline
TopTier Wealth Management, LLC12,766$628K0.38%-14713F-HRTimeline
Fermata Advisors, LLC12,696$624K0.13%-513F-HRTimeline
Bison Wealth, LLC12,733$616K0.06%-34213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,988$590K0.01%new13F-HRTimeline
Security Financial Services, INC.11,817$581K0.08%-57613F-HRTimeline
WealthPlan Investment Management, LLC10,957$539K0.03%-4,73113F-HRTimeline
HARBOR ADVISORY CORP /MA/10,745$528K0.14%013F-HRTimeline
HRT FINANCIAL LP10,520$517K<0.01%+4,78013F-HRTimeline
CoreCap Advisors, LLC10,143$499K0.01%-25613F-HRTimeline
Grove Street Fiduciary, LLC10,073$495K0.21%013F-HRTimeline
Key Financial Inc10,053$494K0.08%+1,20013F-HRTimeline
Steward Partners Investment Advisory, L…9,858$485K<0.01%-1,14713F-HRTimeline
Clearwater Capital Advisors, LLC9,575$471K0.03%-85413F-HRTimeline
Farther Finance Advisors, LLC9,336$459K<0.01%+4,41113F-HRTimeline
Herold Advisors, Inc.8,956$441K0.09%-2,27213F-HRTimeline
Belpointe Asset Management LLC8,655$426K0.01%+3,42813F-HRTimeline
AE Wealth Management LLC8,540$420K<0.01%+1,38313F-HRTimeline
Snowden Capital Advisors LLC8,336$410K0.01%+2,50013F-HRTimeline
Revolve Wealth Partners, LLC8,331$410K0.04%013F-HRTimeline
Mason & Associates Inc7,942$391K0.06%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,747$381K0.09%+4013F-HRTimeline
Physician Wealth Advisors, Inc.7,615$374K0.04%+9413F-HRTimeline
Sanctuary Advisors, LLC7,384$363K<0.01%+713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,968$343K0.05%-10713F-HRTimeline
Compound Planning, Inc.6,938$341K0.01%+2113F-HRTimeline
FMR LLCin group FMR LLC6,895$339K<0.01%+1,00013F-HRTimelineGroup
Cresset Asset Management, LLC6,789$334K<0.01%-613F-HRTimeline
Modera Wealth Management, LLC6,440$317K<0.01%-2,95013F-HRTimeline
Impact Capital Partners LLC6,242$307K0.08%new13F-HRTimeline
REAP Financial Group, LLC6,065$298K0.05%-2,70113F-HRTimeline
WEDBUSH SECURITIES INC6,050$298K0.01%+60213F-HRTimeline
Savvy Advisors, Inc.6,052$298K0.01%-19713F-HRTimeline
Prime Capital Investment Advisors, LLC6,021$296K<0.01%-1,52913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,745$283K0.02%013F-HRTimeline
United Advisor Group, LLC5,559$273K0.03%+313F-HRTimeline
KPP Advisory Services LLC5,537$272K0.03%013F-HRTimeline
Sunpointe, LLC5,462$269K0.08%013F-HRTimeline
VestGen Advisors, LLC5,449$268K0.01%-34913F-HRTimeline
Capital Investment Advisory Services, L…5,395$265K0.02%-113F-HRTimeline
Integrity Financial Corp /WA5,394$265K0.13%-11413F-HRTimeline
MONECO ADVISORS, LLC5,376$264K0.02%+113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC5,371$264K0.03%013F-HR/ATimeline
Detalus Advisors, LLC5,281$260K0.05%+22813F-HRTimeline
Sigma Planning Corp5,238$258K0.01%+1113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,138$253K<0.01%new13F-HRTimelineGroup
SFMG, LLC5,055$249K0.02%+1313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,127$245K<0.01%-70213F-HRTimeline
SGL Investment Advisors, Inc.5,038$234K0.08%-6713F-HRTimeline
Refined Wealth Management4,570$225K0.14%new13F-HRTimeline
CROBAN4,555$224K0.1%new13F-HRTimeline
Cyndeo Wealth Partners, LLC4,547$224K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA4,427$218K0.02%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,341$213K0.02%-2,70313F-HRTimeline
Gen-Wealth Partners Inc4,290$211K0.06%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,763$185K<0.01%-5,97313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,319$163K<0.01%-5813F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…3,058$150K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,000$148K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,519$124K0.01%+53813F-HRTimeline
Avalon Trust Co2,107$104K0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC2,077$102K0.04%new13F-HRTimeline
SBI Securities Co., Ltd.2,066$102K<0.01%-2,31713F-HRTimeline
Aptus Capital Advisors, LLC1,934$95.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,400$68.9K<0.01%+5013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,341$66K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,191$58.6K<0.01%-4313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,000$49.2K<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…861$42.3K<0.01%new13F-HRTimelineGroup