XSOE — Wisdomtree Emerging Markets Ex-State-Owned Enterprises Fund Institutional Holders · Q3 2026
Who owns Wisdomtree Emerging Markets Ex-State-Owned Enterprises Fund (XSOE)? 9 institutions reported holding $28.68M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Marathon Mission, Inc. ($22.9M), Sherry Group, Inc. ($2.8M), Montecito Bank & Trust ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Marathon Mission, Inc. | $22.9M | 487,826 | Trimmed |
| 2 | Sherry Group, Inc. | $2.8M | 59,816 | Added |
| 3 | Montecito Bank & Trust | $1.7M | 35,393 | Hold |
| 4 | Farther Finance Advisors, LLC | $838,402 | 17,895 | Added |
| 5 | CoreCap Advisors, LLC | $463,878 | 9,901 | Trimmed |
| 6 | GAMMA Investing LLC | $22,863 | 488 | New |
| 7 | Planning Strategies Inc. | $1,452 | 31 | Hold |
| 8 | CX Institutional | $1,000 | 29 | Hold |
| 9 | Noble Wealth Management PBC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30