XSOE
+3.77 · +10.07%
$41.26 · NYSE ARCA

WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) ETF Analysis | Diversified Emerging Mkts

WisdomTree · United States
AUM:$2.0B
#– of – in Diversified Emerging Mkts ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 47.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.32% — competitive for the exposure provided.

What is XSOE?

Under normal circumstances, at least 80% of the fund's total assets will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is a modified float-adjusted market cap weighted index that consists of common stocks in emerging markets, excluding common stocks of state-owned enterprises.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
XSOE delivered 47.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.32%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 32.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$2.0B
Expense Ratio0.32%
Dividend Yield1.39%
Holdings49
Inception DateDec 2014
DomicileUnited States
DistributionNA
Index–
ProviderWisdomTree
Beta1.03
CategoryDiversified Emerging Mkts
CurrencyUSD
Portfolio Impact

How would XSOE affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.0%
1Y
+34.6%
3Y
+75.5%
5Y
+34.0%
OpenBook InsightIf you had invested £10,000 in XSOE 5 years ago, it would have grown to £13,396 — a gain of £3,396.

Annual Returns

Calendar year performance

XSOE delivered positive returns in 4 of the last 5 calendar years.
YearXSOE
2026 YTD+19.2%
2025+30.1%
2024+8.6%
2023+9.1%
2022-26.1%
CAGR 4yr+3.3%
4/5 positive yearsAvg return: +8.2%Worst year: -26.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
24.6%
Moderate
Momentum
+5.6%
30-day change
Support Level
45.65
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.