WisdomTree Trust - XSOE

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.123B

QoQ value delta ($000)

+$8.135M (+0.73%)

Implied price effect (QoQ)

+2.73%

Total shares

28,016,745

QoQ shares delta

-556,241 (-1.95%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 237 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	119,728	2,985,759	0.01%
BANK OF AMERICA CORP /DE/	74,266	1,852,042	0.01%
Valmark Advisers, Inc.	65,798	1,640,866	0.78%
UBS Group AG	57,456	1,432,837	0.01%
STATE OF WISCONSIN INVESTMENT BOARD	56,496	1,408,892	0.13%
WELLS FARGO & COMPANY/MN	50,459	1,258,344	0.01%
LPL Financial LLC	48,525	1,210,114	0.01%
ESL Trust Services, LLC	38,447	958,792	7.34%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	27,125	676,436	0.0%
Elwood & Goetz Wealth Advisory Group, LLC	24,824	619,075	4.21%
OneDigital Investment Advisors LLC	24,037	599,440	0.23%
MEITAV INVESTMENT HOUSE LTD	23,148	577,262	0.25%
Warren Street Wealth Advisors, LLC	21,772	542,958	5.54%
Marathon Mission, Inc.	20,377	508,156	11.86%
Pallas Capital Advisors LLC	19,755	492,666	0.74%
HighPoint Advisor Group LLC	17,289	431,168	0.72%
OSAIC HOLDINGS, INC.	17,121	426,795	0.03%
HOWARD FINANCIAL SERVICES, LTD.	13,507	336,833	1.52%
Transamerica Financial Advisors, LLC	13,224	329,777	1.13%
Cetera Investment Advisers	12,811	319,498	0.01%
WEALTH MANAGEMENT RESOURCES, INC.	12,690	316,459	4.42%
STIFEL FINANCIAL CORP	11,437	285,217	0.01%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	10,556	263,253	0.69%
CWM, LLC	10,299	256,848	0.03%
INVENIO WEALTH PARTNERS LLC	10,006	249,542	3.97%