13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
XSOE

WSDMTRE EMRG MKT EX STT OWN EN

250 institutions still hold WSDMTRE EMRG MKT EX STT OWN EN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717x578·250 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.2%
vs prior quarter
13F value held
$746M
63.0% inst. owned
of float
Holders
250
-50 QoQ
filers reporting
Activity
+58 / −59
+900 added · −738 reduced
this quarter
Concentration
16.05%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

250 institutions reported XSOE in Q1 2026. MORGAN STANLEY leads at 16.0% of the visible book. -50 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$120M3.0M0.01%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$74M1.9M0.01%Q1 202603
Valmark Advisers, Inc.
CIK 0001380443
$66M1.6M0.78%Q1 202604
UBS Group AG
CIK 0001610520
$57M1.4M0.01%Q1 202605
STATE OF WISCONSIN INVESTMENT BOARD
CIK 0000854157
$56M1.4M0.13%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$50M1.3M0.01%Q1 202607
LPL Financial LLC
CIK 0001403438
$49M1.2M0.01%Q1 202608
ESL Trust Services, LLC
CIK 0001785545
$38M959K7.34%Q1 202609
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$27M676K0.00%Q1 202610
Elwood & Goetz Wealth Advisory Group, LLC
CIK 0001752758
$25M619K4.21%Q1 202611
OneDigital Investment Advisors LLC
CIK 0001690370
$24M599K0.23%Q1 202612
MEITAV INVESTMENT HOUSE LTD
CIK 0001398346
$23M577K0.25%Q1 202613
Warren Street Wealth Advisors, LLC
CIK 0001703496
$22M543K5.54%Q1 202614
Marathon Mission, Inc.
CIK 0001987261
$20M508K11.86%Q1 202615
Pallas Capital Advisors LLC
CIK 0001862282
$20M493K0.74%Q1 202616
HighPoint Advisor Group LLC
CIK 0001616034
$17M431K0.72%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$17M427K0.03%Q1 202618
HOWARD FINANCIAL SERVICES, LTD.
CIK 0001768130
$14M337K1.52%Q1 202619
Transamerica Financial Advisors, LLC
CIK 0001502149
$13M330K1.13%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$13M319K0.01%Q1 2026
Page 1 of 13
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