Wisdomtree Tr (XSOE) Hedge Fund Ownership (Q2 2026)

Wisdomtree Tr (XSOE)

236 + Investors. Track Smart Money conviction in XSOE. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — XSOE

Based on 236 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added XSOE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

236 hedge funds hold XSOE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 44% buying

95 buying120 selling

Last quarter: 120 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~23 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 24 → 31 → 25 → 23. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new

151 out of 236 hedge funds have held XSOE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+17% value, -4% shares)

Value

+17%

-4%

Last quarter: total value of institutional XSOE holdings rose +17% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

➡️

Steady discovery — ~23 new funds/quarter

19 → 24 → 31 → 25 → 23 new funds/Q

New funds entering each quarter: 24 → 31 → 25 → 23. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new

Entry-cohort mix of 236 holders: 153 (65%) are 2+ year veterans, 33 entered 1–2 years ago, and 50 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds

18 of 236 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	236	234	0.85%
13F Shares	27M	28M	-4.5%
Total Value	$1.30B	$1.11B	17.16%
New Positions	23	25	-2
Increased Positions	72	76	-4
Closed Positions	21	21	-
Reduced Positions	99	92	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

236

234

0.85%

13F Shares

27M

28M

-4.5%

Total Value

$1.30B

$1.11B

17.16%

New Positions

-2

Increased Positions

-4

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

236 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XSOE. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XSOE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Marathon Mission, Inc.	12.55%	511,198	$25.1M
2	ESL Trust Services, LLC	8.04%	958,864	$47.2M
3	Warren Street Wealth Advisors, LLC	5.90%	537,433	$26.4M
4	American Financial & Tax Strategies Inc	5.41%	243,709	$12.0M
5	Algorithmic Investment Models, LLC	5.17%	90,817	$4.5M
6	Invenio Wealth Partners LLC	4.39%	249,481	$12.3M
7	Sentinel Wealth Management, INC.	4.18%	120,549	$5.9M
8	Wealth Management Resources, INC.	3.91%	257,460	$12.7M
9	Evergreen Private Wealth LLC	3.00%	164,755	$8.1M
10	Castlekeep Investment Advisors LLC	2.52%	102,226	$5.0M
11	Howard Financial Services, LTD.	1.83%	372,715	$18.3M
12	Gould Asset Management LLC /Ca/	1.72%	221,964	$10.9M
13	WESCAP Management Group, Inc.	1.68%	183,570	$9.0M
14	ETF Store, Inc.	1.45%	35,339	$1.7M
15	Sloy Dahl & Holst, LLC	1.42%	233,875	$11.5M
16	Elwood & Goetz Wealth Advisory Group, LLC	1.42%	194,788	$9.6M
17	Sherry Group, Inc.	1.41%	29,824	$1.4M
18	Karnit Road Accident Victims Compensation Fund	1.32%	47,241	$2.3M
19	Transamerica Financial Advisors, LLC	1.10%	265,023	$13.0M
20	Addison Capital Co	1.10%	136,849	$6.7M
21	Yoder Wealth Management, Inc.	1.06%	55,515	$2.7M
22	HighPoint Advisor Group LLC	1.03%	592,603	$29.1M
23	Goldstein Advisors, LLC	1.02%	226,328	$11.1M
24	Encompass More Asset Management	1.00%	139,500	$6.9M
25	SK Wealth Management, LLC	0.81%	77,358	$3.6M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Wisdomtree Tr (XSOE)

What does the Smart Money Trend signal show for XSOE?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added XSOE than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XSOE?

More sellers than buyers — 44% buying: Last quarter: 120 funds reduced or exited vs 95 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XSOE holders?

Strong quality — 39% AUM from major funds: 18 of 236 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XSOE?

64% of holders stayed for 2+ years: 151 out of 236 hedge funds have held XSOE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Wisdomtree Tr (XSOE)

Smart Money Signals — XSOE

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

More sellers than buyers — 44% buying

Steady new buyers — ~23 new funds per quarter

64% of holders stayed for 2+ years

Price up while funds trimmed (+17% value, -4% shares)

Steady discovery — ~23 new funds/quarter

Veteran-anchored — 65% veterans vs 21% newcomers

Strong quality — 39% AUM from major funds

Institutional Sentiment Summary — XSOE

Hedge Fund Ownership: XSOE

Market Analysis: XSOE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XSOE

Hedge Fund Positioning: XSOE

Statistics: XSOE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Tr (XSOE)

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