(XSOE) Emerging Markets - Overview

ETF Category: Diversified Emerging Mkts | Exchange: NYSE ARCA (USA) | Market Cap: 2.130m USD | Total Return: 51.6% in 12m

Emerging Market Stocks, Equity Securities
Total Rating 80
Safety 64
Buy Signal 0.10
Diversified Emerging Mkts
Category Rotation: -0.8
TER: 0.32%
AUM: 2.13B
Avg Turnover: 7.75M
Risk 3d forecast
Volatility20.3%
VaR 5th Pctl3.59%
VaR vs Median-1.99%
Reward TTM
Sharpe Ratio2.00
Rel. Str. IBD76.6
Rel. Str. Peer Group72.6
Character TTM
Beta0.895
Beta Downside0.738
Hurst Exponent0.479
Drawdowns 3y
Max DD19.96%
CAGR/Max DD1.15
CAGR/Mean DD5.32

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: XSOE Emerging Markets

The WisdomTree Emerging Markets ex-State-Owned Enterprises Fund (XSOE) tracks a modified float-adjusted market cap weighted index targeting companies in emerging markets. The fund mandates that at least 80% of its assets are invested in securities that mirror the indexs composition, specifically excluding state-owned enterprises (SOEs). This strategy aims to reduce exposure to government-controlled entities, which may prioritize political objectives over shareholder returns.

By filtering out SOEs, the fund often shifts its concentration toward high-growth sectors such as Information Technology and Consumer Discretionary. State-owned firms are frequently concentrated in the Energy, Financials, and Utilities sectors, where government mandates can influence capital allocation and dividend policies. Investors can evaluate how these sector tilts impact long-term performance by reviewing historical data on ValueRay.

XSOE is classified as a non-diversified fund, allowing for higher portfolio concentration in specific issuers compared to diversified funds. This structure provides direct exposure to the private sector of developing economies while avoiding the governance risks often associated with government ownership.

Headlines to Watch Out For
  • Private sector growth in China and India drives underlying portfolio valuation
  • Technology sector concentration increases sensitivity to global semiconductor demand and cycles
  • Exclusion of state enterprises reduces exposure to traditional energy and banking sectors
  • Emerging market currency fluctuations against the US dollar impact net asset value
  • Regulatory shifts in Beijing affect high-growth consumer and internet platform holdings
What is the price of XSOE shares?

As of May 30, 2026, the stock is trading at USD 48.99 with a total of 167,699 shares traded.
Over the past week, the price has changed by +4.30%, over one month by +10.39%, over three months by +10.99% and over the past year by +51.55%.

Is XSOE a buy, sell or hold?

Emerging Markets has no consensus analysts rating.