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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 2026-03-31, 27,998,992 shares in all. 20 filers opened a position and 18 filers sold out during the quarter.

Managers
235
13F filers
236
New
20
Added
79
Reduced
93
Sold out
18
Shares held by filers
27,998,992

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY2,985,759$120M0.01%+114,97413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,852,042$74.3M0.01%-151,46413F-HRTimelineGroup
Valmark Advisers, Inc.1,640,866$65.8M0.78%-64,39113F-HRTimeline
UBS Group AGin group UBS Group AG1,432,837$57.5M0.01%+64,43613F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD1,408,892$56.5M0.13%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,258,344$50.5M0.01%+19,92813F-HR/ATimelineGroup
LPL Financial LLC1,210,114$48.5M0.01%-151,43013F-HRTimeline
ESL Trust Services, LLC958,792$38.4M7.34%+1,31713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co676,436$27.1M<0.01%-21,17213F-HRTimelineGroup
Elwood & Goetz Wealth Advisory Group, L…619,075$24.8M4.21%+10,86113F-HRTimeline
OneDigital Investment Advisors LLC599,440$24M0.24%-163,24713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD577,262$23.1M0.25%-14413F-HRTimelineGroup
Warren Street Wealth Advisors, LLC542,958$21.8M5.57%-21,66413F-HRTimeline
Marathon Mission, Inc.508,156$20.4M11.86%+38,26113F-HRTimeline
Pallas Capital Advisors LLC492,666$19.8M0.74%-46,20213F-HRTimeline
HighPoint Advisor Group LLC431,168$17.3M0.72%-89,32413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.426,795$17.1M0.03%-96,03813F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.336,833$13.5M1.52%+30,26713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…329,777$13.2M1.13%-31,48713F-HRTimelineGroup
Cetera Investment Advisers319,498$12.8M0.01%-47,11113F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.316,459$12.7M4.42%-30113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP285,217$11.4M0.01%+27,33013F-HRTimelineGroup
Kranot Hishtalmut Le Morim Ve Gananot H…in group Kranot Hishtalmut Le Morim Ve…263,253$10.6M0.69%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC256,848$10.3M0.03%-3,80813F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC249,542$10M3.97%+45,64713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/245,444$9.84M1.71%-3,68713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC245,250$9.83M4.78%-5,58613F-HRTimeline
Goldstein Advisors, LLC230,340$9.24M1.03%+2,29113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC229,149$9.19M<0.01%-70113F-HR/ATimelineGroup
Sloy Dahl & Holst, LLC228,676$9.17M1.26%+28313F-HRTimeline
MGO ONE SEVEN LLC214,323$8.59M0.17%-18113F-HRTimeline
Arax Advisory Partners206,456$8.28M0.23%+7,41913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC205,181$8.23M0.81%-35,70713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp202,510$8.12M<0.01%+17,24913F-HRTimelineGroup
WESCAP Management Group, Inc.186,500$7.48M1.47%+7,64113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding177,566$7.12M-14,190Timeline
Betterment LLC176,918$7.09M0.01%-10,66813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …169,962$6.82M0.05%+11,59213F-HRTimelineGroup
Evergreen Private Wealth LLC168,738$6.77M2.73%-1,16113F-HRTimeline
Atria Investments, Inc162,113$6.5M0.07%-2,09413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.160,798$6.45M0.07%+27913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…153,152$6.14M0.01%-208,42013F-HRTimelineGroup
Merit Financial Group, LLC136,849$5.49M0.04%-9,47713F-HRTimeline
Encompass More Asset Management132,322$5.31M0.9%+70,68713F-HRTimeline
Addison Capital Co131,887$5.29M0.94%+14,57513F-HRTimeline
IFP Advisors, Inc129,306$5.19M0.11%+20,84313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC128,074$5.14M0.57%-5,87813F-HRTimeline
Mariner, LLCin group Mariner, LLC121,181$4.86M0.01%-3,91313F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.118,660$4.76M3.81%+2,98213F-HRTimeline
D.A. DAVIDSON & CO.115,199$4.62M0.03%-1,98113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC113,506$4.55M<0.01%-1,81613F-HRTimelineGroup
Private Advisor Group, LLC105,587$4.23M0.02%+3,67113F-HRTimeline
Algorithmic Investment Models, LLC99,674$4M4.93%-5,35113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.102,212$3.99M0.03%+2,91113F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC95,717$3.84M2.08%+5,81513F-HRTimeline
Smartleaf Asset Management LLC98,011$3.79M0.14%-1,06813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC94,410$3.79M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84,837$3.28M<0.01%-14,88213F-HR/ATimelineGroup
Leo Wealth, LLC80,130$3.21M0.23%+16,68413F-HRTimeline
SK Wealth Management, LLC79,057$3.18M0.88%-80213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,330$2.98M<0.01%+2,83213F-HRTimelineGroup
HighTower Advisors, LLC72,610$2.91M<0.01%+51,52413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC69,894$2.8M0.01%+13,81913F-HRTimelineGroup
Premier Path Wealth Partners, LLC69,809$2.8M0.36%-12,65713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC65,882$2.64M0.07%-87313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC63,570$2.55M<0.01%-56,42413F-HRTimelineGroup
NewEdge Wealth, LLC57,056$2.29M0.03%new13F-HRTimeline
Yoder Wealth Management, Inc.55,531$2.22M1.01%-26513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC55,118$2.21M0.47%+5,53013F-HRTimeline
OLD MISSION CAPITAL LLC50,553$2.03M0.05%-6,71813F-HRTimeline
XML Financial, LLC49,175$1.97M0.16%-24413F-HRTimeline
Karnit Road Accident Victims Compensati…47,241$1.89M1.11%013F-HRTimeline
Blackhawk Capital Partners, LLC45,704$1.83M0.67%+2,51113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,115$1.69M0.01%+1,44413F-HRTimelineGroup
Per Stirling Capital Management, LLC.39,641$1.59M0.18%-40713F-HRTimeline
Montecito Bank & Trust39,020$1.56M0.26%-3,72513F-HRTimeline
Cambridge Investment Research Advisors,…38,058$1.53M<0.01%-2213F-HRTimeline
Glen Eagle Advisors, LLC37,166$1.49M0.21%-11,83413F-HRTimeline
CONDOR CAPITAL MANAGEMENT36,970$1.48M0.12%-15313F-HRTimeline
MAI Capital Management35,740$1.43M0.01%+58613F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC35,637$1.43M0.43%-87513F-HRTimeline
Oxinas Partners, LLC35,520$1.42M0.65%-1,01313F-HRTimeline
Robertson Stephens Wealth Management, L…33,135$1.33M0.04%+913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS33,039$1.32M<0.01%-6,96113F-HRTimeline
Beaumont Financial Advisors, LLC32,020$1.28M0.09%-66513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,534$1.26M<0.01%+2,95113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,293$1.21M0.04%+55113F-HR/ATimelineGroup
Sherry Group, Inc.30,051$1.21M1.32%+1613F-HRTimeline
Empowered Funds, LLC29,937$1.2M0.01%+7,27613F-HR/ATimeline
FIRST FINANCIAL CORP /IN/29,440$1.18M0.46%+1,46813F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC27,228$1.18M0.51%-93213F-HRTimeline
Koss-Olinger Consulting, LLC29,262$1.17M0.1%-22113F-HRTimeline
Integrated Wealth Concepts LLC28,561$1.15M0.01%+3,93313F-HRTimeline
Beckerman Institutional, LLC28,291$1.13M0.6%+113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,919$1.12M<0.01%+19,49213F-HRTimeline
LANARK FINANCIAL, INC.25,778$1.03M0.08%-3,40213F-HRTimeline
Perigon Wealth Management, LLC25,734$1.03M0.02%+1,28913F-HRTimeline
Summit Wealth Partners, LLC25,525$1.02M0.16%-2,45313F-HRTimeline
ETF Store, Inc.24,856$997K0.97%+3,78813F-HRTimeline
Fischer Financial Services, Inc.24,342$976K0.33%+66213F-HRTimeline
IHT Wealth Management, LLC24,076$965K0.02%-18013F-HRTimeline
N.E.W. Advisory Services LLC21,963$881K0.07%+18813F-HRTimeline
Independent Advisor Alliance21,501$862K0.01%new13F-HRTimeline
Ellis Investment Partners, LLC21,445$860K0.15%+11713F-HRTimeline
XY Planning Network, Inc.21,059$850K0.14%+6,45213F-HRTimeline
Arsenal Capital Advisors LLC19,835$795K0.58%013F-HRTimeline
Geneos Wealth Management Inc.19,788$793K0.02%+2,03713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…19,650$788K0.06%+9,90013F-HRTimelineGroup
Skyline Advisors, Inc.19,578$785K0.27%-15,57813F-HRTimeline
SFI Advisors, LLC18,992$762K0.8%-4,39913F-HRTimeline
Retirement Planning Group, LLC18,440$739K0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,301$734K<0.01%new13F-HRTimelineGroup
Western Wealth Management, LLC17,302$694K0.03%+10,28513F-HR/ATimeline
Legacy Financial Group LLC17,296$694K0.09%-25413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC17,023$683K0.28%-27713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…16,955$680K<0.01%+15,75613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.16,342$655K0.01%+85113F-HRTimeline
Mengis Capital Management, Inc.16,245$651K0.11%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,711$630K0.01%+1,59113F-HRTimelineGroup
WealthPlan Investment Management, LLC15,688$629K0.04%-2,24113F-HRTimeline
Bison Wealth, LLC13,075$626K0.06%-64613F-HRTimeline
Opulen Financial Group LLC15,377$617K0.43%+25113F-HRTimeline
Avestar Capital, LLC15,280$613K0.04%-3413F-HRTimeline
WEBSTER BANK, N. A.15,240$611K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,174$608K<0.01%-6,57113F-HRTimeline
WORLD EQUITY GROUP, INC.15,085$605K0.16%+3,32413F-HRTimeline
Summit Financial, LLC15,045$603K0.01%-49913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,454$580K<0.01%-139,52613F-HRTimelineGroup
Cornerstone Financial Group, LLC /NE/12,718$579K0.37%-46213F-HRTimeline
OMNI 360 Wealth, Inc.14,054$564K0.29%+19413F-HRTimeline
Keystone Financial Group13,489$562K0.04%-25613F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,980$561K0.01%-1,15913F-HRTimeline
Mayflower Financial Advisors, LLC13,850$555K0.07%-1,06813F-HRTimeline
REDW Wealth LLC13,762$552K0.22%-4,32013F-HRTimeline
RFG Advisory, LLC13,625$546K0.01%+213F-HRTimeline
MBE Wealth Management, LLC13,586$545K0.23%013F-HRTimeline
WealthShield Partners, LLC13,104$525K0.06%013F-HRTimeline
Wealthfront Advisers LLC13,006$522K<0.01%+2,69313F-HRTimeline
TopTier Wealth Management, LLC12,913$518K0.32%+913F-HRTimeline
Fermata Advisors, LLC12,701$509K0.11%-2,98813F-HRTimeline
Security Financial Services, INC.12,393$497K0.08%-7,54813F-HRTimeline
Alchemi Wealth, LLC11,283$452K0.25%new13F-HRTimeline
Herold Advisors, Inc.11,228$450K0.1%-60013F-HRTimeline
Steward Partners Investment Advisory, L…11,005$441K<0.01%-1313F-HRTimeline
HARBOR ADVISORY CORP /MA/10,745$431K0.13%013F-HRTimeline
Clearwater Capital Advisors, LLC10,429$418K0.03%-8213F-HRTimeline
CoreCap Advisors, LLC10,399$417K0.01%-50613F-HRTimeline
Grove Street Fiduciary, LLC10,073$404K0.18%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,966$393K<0.01%-6,06113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,736$390K<0.01%+2,54613F-HRTimelineGroup
Modera Wealth Management, LLC9,390$377K<0.01%013F-HRTimeline
Key Financial Inc8,853$355K0.06%+2,52413F-HRTimeline
REAP Financial Group, LLC8,766$352K0.07%-1,56513F-HRTimeline
Revolve Wealth Partners, LLC8,331$334K0.04%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,707$309K0.08%013F-HRTimeline
Mason & Associates Inc7,942$307K0.06%013F-HRTimeline
Prime Capital Investment Advisors, LLC7,550$303K<0.01%+17513F-HRTimeline
Physician Wealth Advisors, Inc.7,521$302K0.04%+10513F-HRTimeline
BigSur Wealth Management LLC7,500$301K0.08%new13F-HRTimeline
Sanctuary Advisors, LLC7,377$296K<0.01%+77913F-HRTimeline
AE Wealth Management LLC7,157$287K<0.01%-1,52713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC7,075$284K0.04%013F-HRTimeline
TWO SIGMA SECURITIES, LLC7,044$282K0.03%new13F-HRTimeline
Compound Planning, Inc.6,917$277K0.01%-38413F-HRTimeline
Cresset Asset Management, LLC6,795$272K<0.01%013F-HRTimeline
VestGen Advisors, LLC5,798$271K0.01%+513F-HRTimeline
Savvy Advisors, Inc.6,249$251K0.01%+10613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,142$246K<0.01%+54513F-HRTimeline
Janney Montgomery Scott LLC6,136$246K<0.01%+9213F-HRTimeline
SGL Investment Advisors, Inc.5,105$246K0.09%new13F-HRTimeline
FMR LLCin group FMR LLC5,895$236K<0.01%+1,48113F-HRTimelineGroup
Snowden Capital Advisors LLC5,836$234K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,829$233K<0.01%+12713F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,745$230K0.01%013F-HRTimeline
HRT FINANCIAL LP5,740$230K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC5,587$224K<0.01%-2,78913F-HRTimeline
United Advisor Group, LLC5,556$223K0.03%013F-HRTimeline
KPP Advisory Services LLC5,537$222K0.03%-12813F-HRTimeline
Integrity Financial Corp /WA5,508$221K0.11%013F-HRTimeline
Sunpointe, LLC5,462$219K0.07%013F-HRTimeline
WEDBUSH SECURITIES INC5,448$218K0.01%-3413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,429$218K<0.01%-1,62613F-HRTimelineGroup
Capital Investment Advisory Services, L…5,396$216K0.02%+88513F-HRTimeline
MONECO ADVISORS, LLC5,375$216K0.02%013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC5,371$215K0.03%013F-HRTimeline
Belpointe Asset Management LLC5,227$210K0.01%new13F-HRTimeline
Sigma Planning Corp5,227$210K0.01%-1,15313F-HRTimeline
Detalus Advisors, LLC5,053$203K0.05%-2,24413F-HRTimeline
SFMG, LLC5,042$202K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,925$199K<0.01%+16613F-HRTimeline
PRIVATE TRUST CO NA4,427$178K0.02%013F-HRTimeline
SBI Securities Co., Ltd.4,383$176K<0.01%+16813F-HRTimeline
Gen-Wealth Partners Inc4,290$172K0.05%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,377$135K<0.01%+19113F-HRTimelineGroup
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…3,058$123K<0.01%013F-HRTimelineGroup
Allworth Financial LP3,000$120K<0.01%-4613F-HRTimeline
Avalon Trust Co2,107$84.5K0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,981$79.4K0.01%-18513F-HRTimeline
Aptus Capital Advisors, LLC1,934$77.6K<0.01%-6713F-HRTimeline
AdvisorNet Financial, Inc1,350$54.1K<0.01%+45013F-HRTimeline