WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE)
Summary
XSOE Chart
An Emerging Markets ETF That's Catalyst-Rich
One of the big 2025 stories has been the resurgence of emerging market equities. As of September 9, the MSCI Emerging Markets Index was outpacing the S&P 500 by a nearly 2-to-1 margin.
Emerging Market Stocks Eye Renaissance
In the early part of this century, emerging market equities were all the rage. And those stocks delivered on the hype.
XSOE: One Of The Key Ways To Outperform In Emerging Markets
Emerging markets are entering a new bull run, driven by improved inflation and stronger economic growth prospects. 2025 looks like a good time to increase exposure to these markets. Non-state-owned enterprises generally offer higher asset quality and innovation, outperforming SOEs; Wisdom Tree's ETFs avoid SOEs for better returns.
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16,342 | $610,570.04 | $761,292.07 | $150,722.03 | 24.69% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 14,284 | $528,640.65 | $665,634.4 | $136,993.75 | 25.91% |
 Daren Blonski Fermata Advisors LLC | 12,696 | $399,859.01 | $591,443.16 | $191,584.15 | 47.91% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 29,262 | $900,654.51 | $1.36M | $462,515.76 | 51.35% |
 Kyle P. Smith NewEdge Wealth LLC | 57,056 | $2.29M | $2.66M | $370,008.16 | 16.17% |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) FAQ
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WisdomTree Emerging Markets ex-State-Owned Enterprises Fund Profile
| ARCA Exchange | US Country |
Overview
The company operates in the financial sector, specifically focusing on investment services related to emerging markets. Its primary function is to manage a fund that aims to replicate the performance of a specific index. This index is designed to track the performance of common stocks from emerging markets, with a unique characteristic of excluding common stocks of state-owned enterprises. The investment strategy emphasizes maintaining a portfolio where at least 80% of the total assets are either invested directly in the securities constituting the index or in investments that offer substantially identical economic characteristics. It is important to note that the company operates a non-diversified fund, implying a concentrated investment in the assets that fit its strategic criteria.
Products and Services
- Emerging Markets Equity Fund
A financial product designed for investors looking to capitalize on the growth potential of emerging markets. This equity fund specifically targets common stocks listed in a modified float-adjusted market cap weighted index, excluding state-owned enterprises. The fund's investment approach ensures at least 80% of its assets correspond with or are similar in economic characteristics to those listed in the targeted index. This strategy aims to offer investors exposure to the dynamic and potentially high-growth emerging markets sector, while managing risks associated with individual stock selection through a broad diversification across various countries and industries within these markets.
- Index Replication Strategy
This service underlines the company's methodology to closely follow the performance of the selected emerging markets index. Using a mix of direct investments in the constituent securities of the index and other instruments that mimic the economic characteristics of these securities, the fund aims to mirror the index's return profile. This approach minimizes the tracking error between the fund’s performance and that of the index. It appeals to investors seeking an investment vehicle that promises a return profile similar to the broader emerging markets, as defined by the index, without the direct risk of picking individual stocks.
