XSOE · Insider trading · 13F holders · Congress trades
WisdomTree Emerging Markets Ex-State Owned Enterprises Fund (XSOE)
Who is buying and selling XSOE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 43
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 1
XSOE at a glance
- No open-market insider purchases or sales of XSOE were filed in the last 90 days.
- 43 13F filers hold XSOE among their 50 largest positions, worth $422.3M combined. The biggest bets by portfolio weight are Marathon Mission, Inc. (11.5%), ESL Trust Services, LLC (8.0%) and Warren Street Wealth Advisors, LLC (6.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- Members of Congress have disclosed 1 XSOE trade since 2020, 1 purchase and 0 sales in the past year; the latest was Joe Courtney (D-CT), buying $1K–15K on Oct 9, 2020.
- XSOE last closed at $42.91 on Oct 30, 2026.
XSOE insider trading
No open-market insider purchases or sales of XSOE were filed in the last 90 days.
Who owns XSOE? Hedge funds and superinvestors
43 13F filers hold XSOE among their 50 largest positions, worth $422.3M combined. The biggest bets by portfolio weight are Marathon Mission, Inc. (11.5%), ESL Trust Services, LLC (8.0%) and Warren Street Wealth Advisors, LLC (6.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Valmark Advisers, Inc.Wealth manager | 0.8% | $74.3M | 1,511,642 | -7.9% shares | Q2 2026 |
| ESL Trust Services, LLCInvestment manager | 8.0% | $47.2M | 958,864 | +0.0% shares | Q2 2026 |
| HighPoint Advisor Group LLCWealth manager | 1.0% | $29.1M | 592,603 | +37.4% shares | Q2 2026 |
| Warren Street Wealth Advisors, LLCWealth manager | 6.0% | $26.4M | 537,433 | -1.0% shares | Q2 2026 |
| Pallas Capital Advisors LLCWealth manager | 0.8% | $25.8M | 525,395 | +6.6% shares | Q2 2026 |
| Marathon Mission, Inc.Wealth manager | 11.5% | $22.9M | 487,826 | -4.6% shares | Q3 2026 |
| Howard Financial Services, Ltd.Wealth manager | 1.9% | $18.1M | 385,953 | +3.6% shares | Q3 2026 |
| Transamerica Financial Advisors, LLCWealth manager | 1.1% | $13.0M | 265,023 | -19.6% shares | Q2 2026 |
| Wealth Management Resources, Inc.Wealth manager | 3.8% | $12.3M | 262,975 | +2.1% shares | Q3 2026 |
| Sloy Dahl & Holst, LLCInstitutional asset manager | 1.7% | $11.6M | 247,464 | +5.8% shares | Q3 2026 |
| American Financial & Tax Strategies IncWealth manager | 5.2% | $11.3M | 240,859 | -1.2% shares | Q3 2026 |
| Gould Asset Management LLC /ca/Asset manager | 1.7% | $10.9M | 221,964 | -9.6% shares | Q2 2026 |
| Goldstein Advisors, LLCWealth manager | 0.9% | $10.5M | 223,735 | -1.1% shares | Q3 2026 |
| WESCAP Management Group, Inc.Wealth manager | 1.7% | $9.0M | 183,570 | -1.6% shares | Q2 2026 |
| Invenio Wealth Partners LLCWealth manager | 3.1% | $8.7M | 185,792 | -25.5% shares | Q3 2026 |
| Elwood & Goetz Wealth Advisory Group, LLCWealth manager | 1.2% | $8.6M | 184,251 | -5.4% shares | Q3 2026 |
| Evergreen Private Wealth LLCWealth manager | 3.0% | $8.1M | 164,755 | -2.4% shares | Q2 2026 |
| Addison Capital CoInstitutional asset manager | 1.1% | $6.7M | 136,849 | +3.8% shares | Q2 2026 |
| Lodestar Private Asset Management LLCWealth manager | 0.6% | $6.6M | 140,719 | -21.0% shares | Q3 2026 |
| Encompass More Asset ManagementWealth manager | 0.9% | $6.0M | 129,134 | -7.4% shares | Q3 2026 |
| Sentinel Wealth Management, Inc.Wealth manager | 4.2% | $5.9M | 120,549 | +1.6% shares | Q2 2026 |
| Premier Path Wealth Partners, LLCWealth manager | 0.6% | $5.1M | 108,099 | — | Q3 2026 |
| Castlekeep Investment Advisors LLCInstitutional asset manager | 2.5% | $5.0M | 102,226 | +6.8% shares | Q2 2026 |
| Algorithmic Investment Models, LLCAsset manager | 5.2% | $4.5M | 90,817 | -8.9% shares | Q2 2026 |
| Evermay Wealth Management LLCWealth manager | 0.5% | $4.4M | 88,858 | -30.6% shares | Q2 2026 |
| SK Wealth Management, LLCWealth manager | 0.8% | $3.6M | 77,358 | -2.1% shares | Q2 2026 |
| Sherry Group, Inc.Wealth manager | 2.7% | $2.8M | 59,816 | +100.6% shares | Q3 2026 |
| Drive Wealth Management, LLCWealth manager | 0.5% | $2.6M | 53,032 | -3.8% shares | Q2 2026 |
| Yoder Wealth Management, Inc.Wealth manager | 1.0% | $2.6M | 54,995 | -0.9% shares | Q3 2026 |
| Blackhawk Capital Partners, LLCWealth manager | 0.8% | $2.4M | 48,293 | +5.7% shares | Q2 2026 |
The 30 largest of 43 positions, by value. Each manager counts with its latest 13F (Q3 2026: 18, Q2 2026: 25). Screen XSOE in the grand portfolio →
XSOE stock trades by members of Congress
Members of Congress have disclosed 1 XSOE trade since 2020, 1 purchase and 0 sales in the past year; the latest was Joe Courtney (D-CT), buying $1K–15K on Oct 9, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Nov 6, 2020 | Joe CourtneyD-CT · House | Buy | $1K–15K | Oct 9, 2020 | +22.0% |
XSOE questions and answers
Are insiders buying XSOE stock?
No open-market insider purchases or sales of XSOE were filed in the last 90 days.
Which hedge funds own XSOE?
43 13F filers hold XSOE among their 50 largest positions, worth $422.3M combined. The biggest bets by portfolio weight are Marathon Mission, Inc. (11.5%), ESL Trust Services, LLC (8.0%) and Warren Street Wealth Advisors, LLC (6.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded XSOE?
Members of Congress have disclosed 1 XSOE trade since 2020, 1 purchase and 0 sales in the past year; the latest was Joe Courtney (D-CT), buying $1K–15K on Oct 9, 2020.
Who is the largest holder of XSOE?
Among 13F filers, Valmark Advisers, Inc. reports the largest XSOE position, $74.3M (1,511,642 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Marathon Mission, Inc.'s: 11.5% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.