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Disclosery

XSOE WISDOMTREE TR

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EM EX ST-OWNED (fund)

235 managers (236 13F filers) reported a position in XSOE shares at 2025-12-31, 29,083,056 shares in all. 22 filers opened a position and 12 filers sold out during the quarter.

Managers
235
13F filers
236
New
22
Added
80
Reduced
95
Sold out
12
Shares held by filers
29,083,056

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY2,870,785$112M0.01%+126,73013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,003,506$78.2M0.01%+14,05213F-HRTimelineGroup
Valmark Advisers, Inc.1,705,257$66.5M0.82%+44,12713F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD1,408,892$55M0.12%013F-HRTimeline
UBS Group AGin group UBS Group AG1,368,401$53.4M0.01%+82,93613F-HRTimelineGroup
LPL Financial LLC1,361,544$53.1M0.01%-199,97113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,238,416$48.3M0.01%-58,70213F-HRTimelineGroup
ESL Trust Services, LLC957,475$37.4M7.17%013F-HRTimeline
OneDigital Investment Advisors LLC762,687$29.8M0.29%-2,965,63813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co697,608$27.2M<0.01%-29,03013F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…608,214$23.7M4.17%+14,81413F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD577,406$22.5M0.26%-603,73613F-HRTimelineGroup
Warren Street Wealth Advisors, LLC564,622$22M6.33%-14,64313F-HRTimeline
Pallas Capital Advisors LLC538,868$21M0.69%+31,37213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.522,833$20.4M0.03%-309,34513F-HRTimelineGroup
HighPoint Advisor Group LLC520,492$20.3M0.45%new13F-HRTimeline
Marathon Mission, Inc.469,895$18.3M10.61%+6,03313F-HRTimeline
Cetera Investment Advisers366,609$14.3M0.02%+16,34013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…361,572$14.1M0.02%+349,42813F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…361,264$14.1M1.18%-32,97813F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.316,760$12.4M4.35%-3,39913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.306,566$12M1.4%+4,96313F-HRTimeline
Kranot Hishtalmut Le Morim Ve Gananot H…in group Kranot Hishtalmut Le Morim Ve…263,253$10.3M0.67%-450,16313F-HRTimelineGroup
CWM, LLCin group CWM, LLC260,656$10.2M0.03%-15,39213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP257,887$10.1M0.01%-10,45313F-HRTimelineGroup
AMERICAN FINANCIAL & TAX STRATEGIES INC250,836$9.79M4.88%-9,76213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/249,131$9.72M1.72%-6,57013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC240,888$9.4M0.94%-68,38213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC229,850$8.96M<0.01%+11,23813F-HRTimelineGroup
Sloy Dahl & Holst, LLC228,393$8.91M1.07%-11,02213F-HRTimeline
Goldstein Advisors, LLC228,049$8.9M1.01%+1,67513F-HRTimeline
MGO ONE SEVEN LLC214,504$8.37M0.17%+6,40513F-HRTimeline
INVENIO WEALTH PARTNERS LLC203,895$7.96M2.96%+2,10313F-HRTimeline
Arax Advisory Partners199,037$7.77M0.23%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding191,756$7.48M+9,576Timeline
Betterment LLC187,586$7.32M0.01%-2,52113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp185,261$7.23M<0.01%+16,71713F-HRTimelineGroup
WESCAP Management Group, Inc.178,859$6.98M1.41%-2,03413F-HRTimeline
Evergreen Private Wealth LLC169,899$6.63M2.61%-4,87013F-HRTimeline
Atria Investments, Inc164,207$6.41M0.07%-13,58713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.160,519$6.26M0.07%+6,25613F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …158,370$6.18M0.05%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA153,980$6.01M<0.01%+95,06713F-HRTimelineGroup
Merit Financial Group, LLC146,326$5.71M0.05%+138,04113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC133,952$5.23M0.59%-61,10913F-HRTimeline
Mariner, LLCin group Mariner, LLC125,094$4.88M0.01%+119,14913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC119,994$4.68M<0.01%+92,91513F-HRTimelineGroup
Addison Capital Co117,312$4.58M1.14%+43,09613F-HRTimeline
D.A. DAVIDSON & CO.117,180$4.57M0.03%-64913F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.115,678$4.51M3.74%+6,10713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC115,322$4.5M<0.01%-3,14613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.111,542$4.35M0.21%+11,21513F-HRTimeline
IFP Advisors, Inc108,463$4.23M0.1%-10,11513F-HRTimeline
Algorithmic Investment Models, LLC105,025$4.1M5.05%-2,66613F-HRTimeline
Private Advisor Group, LLC101,916$3.98M0.02%+1,46013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO99,719$3.89M<0.01%-39,74313F-HRTimelineGroup
Insight Advisors, LLC/ PA99,595$3.89M0.59%-74313F-HRTimeline
Smartleaf Asset Management LLC99,079$3.88M0.15%+19,25513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.99,301$3.87M0.03%+44,12513F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC89,902$3.51M1.59%+21,71013F-HRTimeline
SK Wealth Management, LLC79,859$3.39M0.95%-8,64113F-HRTimeline
Premier Path Wealth Partners, LLC82,466$3.22M0.42%-6,99713F-HRTimeline
FLOW TRADERS U.S. LLC75,478$2.94M0.1%-2,95013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC71,498$2.79M<0.01%-9,97913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC69,796$2.72M<0.01%+62,42413F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC66,755$2.6M0.07%+7,88813F-HRTimeline
Leo Wealth, LLC63,446$2.48M0.18%+54,78113F-HRTimeline
Encompass More Asset Management61,635$2.4M0.45%-64213F-HRTimeline
OLD MISSION CAPITAL LLC57,271$2.23M0.09%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,075$2.19M0.01%+7,65413F-HRTimelineGroup
Yoder Wealth Management, Inc.55,796$2.17M0.99%-52013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,423$1.97M0.02%-3,33613F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC49,588$1.93M0.38%+3,89613F-HRTimeline
XML Financial, LLC49,419$1.93M0.16%+1,56813F-HRTimeline
Glen Eagle Advisors, LLC49,000$1.91M0.26%+33213F-HRTimeline
Mivtachim The Workers Social Insurance …in group Mivtachim The Workers Social …47,241$1.84M0.26%013F-HRTimelineGroup
Karnit Road Accident Victims Compensati…47,241$1.84M1.04%13F-HRTimeline
Blackhawk Capital Partners, LLC43,193$1.69M0.63%+8,59213F-HRTimeline
Montecito Bank & Trust42,745$1.67M0.27%+40113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,671$1.59M0.01%+32513F-HRTimelineGroup
Per Stirling Capital Management, LLC.40,048$1.56M0.18%+70213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,000$1.56M<0.01%-2,88513F-HRTimeline
Cambridge Investment Research Advisors,…38,080$1.49M<0.01%-22313F-HRTimeline
CONDOR CAPITAL MANAGEMENT37,123$1.45M0.12%+1,24813F-HRTimeline
&PARTNERS36,663$1.43M0.01%new13F-HRTimeline
Oxinas Partners, LLC36,533$1.43M0.69%+79313F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC36,512$1.42M0.45%-55613F-HRTimeline
Skyline Advisors, Inc.35,156$1.37M0.46%-82013F-HRTimeline
MAI Capital Management35,154$1.37M0.01%+1,60013F-HRTimeline
Robertson Stephens Wealth Management, L…33,126$1.29M0.04%+3913F-HRTimeline
Beaumont Financial Advisors, LLC32,685$1.28M0.08%+16513F-HRTimeline
Sherry Group, Inc.30,035$1.18M1.23%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…29,742$1.16M0.04%-1,01513F-HRTimelineGroup
Koss-Olinger Consulting, LLC29,483$1.15M0.09%-18,38113F-HRTimeline
LANARK FINANCIAL, INC.29,180$1.14M0.09%-1,44413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,583$1.12M<0.01%-27513F-HR/ATimelineGroup
Beckerman Institutional, LLC28,290$1.1M0.62%-29713F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC28,160$1.1M0.49%13F-HRTimeline
Summit Wealth Partners, LLC27,978$1.09M0.2%-5,23813F-HRTimeline
FIRST FINANCIAL CORP /IN/27,972$1.09M0.41%+2,30013F-HRTimeline
Integrated Wealth Concepts LLC24,628$961K0.01%-3,90613F-HRTimeline
IHT Wealth Management, LLC24,256$955K0.02%-7213F-HRTimeline
Perigon Wealth Management, LLC24,445$954K0.02%-1,04413F-HRTimeline
Fischer Financial Services, Inc.23,680$924K0.24%+41713F-HRTimeline
SFI Advisors, LLC23,391$913K0.59%-74613F-HRTimeline
Empowered Funds, LLC22,661$884K0.02%new13F-HR/ATimeline
N.E.W. Advisory Services LLC21,775$850K0.06%-3,16413F-HRTimeline
MML INVESTORS SERVICES, LLC21,745$848K<0.01%+5,95313F-HRTimeline
Ellis Investment Partners, LLC21,328$832K0.15%+4713F-HRTimeline
HighTower Advisors, LLC21,086$823K<0.01%+25313F-HRTimeline
ETF Store, Inc.21,068$822K0.84%-19413F-HRTimeline
Security Financial Services, INC.19,941$778K0.12%+3,32913F-HRTimeline
Arsenal Capital Advisors LLC19,835$774K0.55%13F-HRTimeline
Legacy Financial Group LLC17,550$729K0.09%-40513F-HRTimeline
REDW Wealth LLC18,082$706K0.27%-1,08013F-HRTimeline
WealthPlan Investment Management, LLC17,929$700K0.04%-2,77613F-HRTimeline
Geneos Wealth Management Inc.17,751$693K0.02%-413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC17,300$675K0.27%-195,10913F-HRTimeline
COMERICA BANK16,247$634K<0.01%+1,79513F-HRTimeline
Mengis Capital Management, Inc.16,245$634K0.11%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,027$627K<0.01%-9,55613F-HRTimelineGroup
Fermata Advisors, LLC15,689$612K0.15%+22313F-HRTimeline
Summit Financial, LLC15,544$607K0.01%-80513F-HRTimeline
HARBOUR INVESTMENTS, INC.15,491$604K0.01%+33213F-HRTimeline
Avestar Capital, LLC15,314$598K0.04%-4613F-HRTimeline
WEBSTER BANK, N. A.15,240$595K0.06%+89513F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,139$591K0.02%+1,50913F-HRTimeline
Opulen Financial Group LLC15,126$590K0.43%-91613F-HRTimeline
Mayflower Financial Advisors, LLC14,918$582K0.07%-59813F-HRTimeline
XY Planning Network, Inc.14,607$570K0.1%new13F-HRTimeline
OMNI 360 Wealth, Inc.13,860$567K0.29%+58413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,479$565K0.01%-213F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,120$551K0.01%new13F-HRTimelineGroup
Bison Wealth, LLC13,721$541K0.06%new13F-HRTimeline
Keystone Financial Group13,745$536K0.04%+98613F-HRTimeline
RFG Advisory, LLC13,623$532K0.01%+18313F-HRTimeline
MBE Wealth Management, LLC13,586$530K0.22%-3813F-HRTimeline
Cornerstone Financial Group, LLC /NE/13,180$514K0.36%-3813F-HRTimeline
WealthShield Partners, LLC13,104$511K0.06%-2,12913F-HRTimeline
TopTier Wealth Management, LLC12,904$504K0.34%13F-HRTimeline
Herold Advisors, Inc.11,828$462K0.1%-1,17013F-HRTimeline
WORLD EQUITY GROUP, INC.11,761$459K0.13%+38813F-HRTimeline
Steward Partners Investment Advisory, L…11,018$430K<0.01%+1513F-HRTimeline
CoreCap Advisors, LLC10,905$426K0.01%-1113F-HRTimeline
HARBOR ADVISORY CORP /MA/10,745$419K0.13%013F-HRTimeline
Clearwater Capital Advisors, LLC10,511$410K0.03%-24813F-HRTimeline
REAP Financial Group, LLC10,331$403K0.08%-32813F-HRTimeline
Wealthfront Advisers LLC10,313$402K<0.01%+15313F-HRTimeline
Grove Street Fiduciary, LLC10,073$393K0.16%-3,42813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,750$380K0.06%-2313F-HRTimelineGroup
Modera Wealth Management, LLC9,390$366K<0.01%013F-HRTimeline
AE Wealth Management LLC8,684$339K<0.01%+1,26613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,707$329K0.1%-2,15013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,427$329K<0.01%-1,74713F-HRTimeline
Foundations Investment Advisors, LLC8,376$327K<0.01%+2,77413F-HRTimeline
Revolve Wealth Partners, LLC8,331$325K0.04%-5,43413F-HRTimeline
Mason & Associates Inc7,942$310K0.06%013F-HRTimeline
Physician Wealth Advisors, Inc.7,416$289K0.04%+5013F-HRTimeline
Prime Capital Investment Advisors, LLC7,375$288K<0.01%-2,07213F-HRTimeline
Compound Planning, Inc.7,301$285K0.01%-4613F-HRTimeline
Detalus Advisors, LLC7,297$285K0.07%+21313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,190$281K<0.01%+35613F-HR/ATimelineGroup
CROBAN7,142$279K0.13%-38,84213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,075$276K0.04%-15813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,055$276K<0.01%-1,36213F-HR/ATimelineGroup
Western Wealth Management, LLC7,017$274K0.01%-1,24813F-HRTimeline
Cresset Asset Management, LLC6,795$265K<0.01%013F-HRTimeline
Sanctuary Advisors, LLC6,598$257K<0.01%-1,18313F-HRTimeline
Sigma Planning Corp6,380$249K0.01%-40713F-HRTimeline
Key Financial Inc6,329$247K0.05%+76513F-HRTimeline
Savvy Advisors, Inc.6,143$240K0.01%-59613F-HRTimeline
Janney Montgomery Scott LLC6,044$236K<0.01%-66413F-HRTimeline
Refined Wealth Management6,048$236K0.16%+913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,702$233K<0.01%+613F-HRTimeline
VestGen Advisors, LLC5,793$226K0.01%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,745$224K0.01%013F-HRTimeline
KPP Advisory Services LLC5,665$221K0.03%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,597$218K<0.01%+1,25613F-HRTimeline
United Advisor Group, LLC5,556$217K0.03%-1,77613F-HRTimeline
Integrity Financial Corp /WA5,508$215K0.11%-21613F-HRTimeline
WEDBUSH SECURITIES INC5,482$214K0.01%-43713F-HRTimeline
Sunpointe, LLC5,462$213K0.07%new13F-HRTimeline
MONECO ADVISORS, LLC5,375$210K0.02%+113F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC5,371$210K0.03%013F-HRTimeline
Farther Finance Advisors, LLC4,759$186K<0.01%+1,76813F-HRTimeline
Capital Investment Advisory Services, L…4,511$176K0.01%-20713F-HRTimeline
PRIVATE TRUST CO NA4,427$173K0.02%-3113F-HRTimeline
FMR LLCin group FMR LLC4,414$172K<0.01%-6913F-HRTimelineGroup
Gen-Wealth Partners Inc4,290$167K0.05%013F-HRTimeline
SBI Securities Co., Ltd.4,215$164K<0.01%-45213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,186$124K<0.01%+10713F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…3,058$119K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,046$119K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,166$84.5K0.01%-20,28313F-HRTimeline
Aptus Capital Advisors, LLC2,001$78.1K<0.01%+59513F-HRTimeline
Qube Research & Technologies Ltd2,001$78.1K<0.01%-6,19913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,656$64.6K<0.01%+313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,341$52.3K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC1,232$48.1K<0.01%+713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,199$46.8K<0.01%013F-HRTimelineGroup