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CXSEWisdomTree China ex-State-Owned Enterprises Fund

Grow my money13y track recordRanked #554 of 3,055 in this goal

Tracks the price and yield performance of the WisdomTree China ex-State-Owned Enterprises Index.

By WisdomTree · Launched 2012

Annual Cost

0.32%

#1,520 of 6,040 · low cost

Fund Size

$487M

#1,682 of 6,040 · large

Return (1Y)

-15.5%

Track Record

13 years

#1,023 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$7,249-27.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Index tracked

WisdomTree China ex-State-Owned Enterprises Index

Holdings

By weight

Concentration

Top 10 holdings = 36.4% of funddiversified

TENCENT HOLDINGS LTD
8.4%
ALIBABA GROUP HOLDING LTD
7.8%
Contemporary Amperex Technology Co Ltd.
4.9%
PDD HOLDINGS INC
2.6%
Ping An Insurance (Group) Company of China Ltd.
2.6%
Zhongji Innolight Co Ltd.
2.4%
XIAOMI CORP
2.3%
Meituan LLC
1.9%
Eoptolink Technology Inc Ltd
1.8%
Ping An Insurance (Group) Company of China Ltd.
1.7%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Consumer Cyclical
25.2%
Technology
24.8%
Communication
12.9%
Industrials
11.6%
Healthcare
10.6%
Financial Services
6.5%
Consumer Defensive
4.3%
Basic Materials
3.1%
Other
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
21.4%High

Year-on-year price swings

Max drawdown
-70.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.25Below average
Sortino (3Y)
0.38Moderate downside risk

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree China ex-State-Owned Enterprises Index.
Strategy
Employs a passive management approach to track the WisdomTree China ex-State-Owned Enterprises Index, investing in common stocks in China with a float-adjusted market capitalization of at least $1 billion. Significant sector exposure includes Consumer Discretionary and Communication Services.
Inception date
September 19, 2012
Fund family
WisdomTree

Next steps

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Data updated on 2026-09-18