WisdomTree China ex-State-Owned Enterprises Fund (CXSE) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.93: the stock has moved about 7% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerWisdomTree China ex-State-Owned Enterprises Fund (CXSE) trades at $35.10. WisdomTree China ex-State-Owned Enterprises Fund (CXSE) focuses on Chinese stocks, excluding state-owned enterprises. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for CXSE: CXSE does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
WisdomTree China ex-State-Owned Enterprises Fund (CXSE) Financial Services Profile
WisdomTree China ex-State-Owned Enterprises Fund (CXSE) offers targeted exposure to the Chinese equity market by excluding state-owned enterprises, appealing to investors seeking growth from private sector companies. The fund aims to mirror the performance of its index through strategic asset allocation within the Chinese market.
What Is the Investment Thesis for CXSE?
CXSE presents an investment opportunity centered on the growth potential of China's private sector. By excluding state-owned enterprises, the fund targets companies with potentially higher growth rates and more efficient capital allocation. The fund's strategy is based on the premise that private companies in China are more responsive to market forces and innovation. However, the fund's non-diversified nature increases risk. The Chinese market is subject to regulatory changes and economic fluctuations that could significantly impact fund performance. Investors may want to evaluate their risk tolerance and investment horizon when evaluating CXSE. The fund's beta of 0.93 indicates a slightly lower volatility compared to the broader market. As of 2026-03-18, the fund has a market cap of $0.56 billion.
Based on FMP financials and quantitative analysis
CXSE Key Highlights
CXSE focuses on Chinese equities, specifically excluding state-owned enterprises to target potentially higher growth private sector companies.
- The fund is non-diversified, concentrating investments for potentially higher returns but also increased risk.
- CXSE's investment strategy aims to replicate the performance of a modified float-adjusted market cap weighted index of Chinese stocks, excluding SOEs.
- The fund's beta of 0.93 suggests slightly lower volatility compared to the broader market.
- As of 2026-03-18, CXSE has a market capitalization of $0.56 billion.
Who Are CXSE's Competitors?
CXSE is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DNL WisdomTree Global ex-U.S. Quality Growth Fund | $45.51 | +0.61% | $491M | — |
| DTH WisdomTree International High Dividend Fund | $55.34 | +0.03% | $600M | — |
| DWM WisdomTree International Equity Fund | $73.52 | +0.05% | $647M | — |
| EBI Longview Advantage ETF | $66.54 | +0.46% | $662M | — |
| EES WisdomTree U.S. SmallCap Fund | $66.10 | +0.76% | $709M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CXSE's Key Strengths?
Targeted exposure to China's private sector.
- Exclusion of state-owned enterprises.
- Established brand name of WisdomTree.
- Clear and transparent investment strategy.
What Are CXSE's Weaknesses?
Non-diversified nature increases risk.
- Concentration in a single country (China).
- Dependence on the performance of the Chinese equity market.
- Potential for regulatory and political risks in China.
What Are the Key Risks for CXSE?
Regulatory changes in China impacting private companies.
- Economic slowdown in China affecting equity valuations.
- Competition from other ETFs offering similar exposure.
- Geopolitical risks and trade tensions impacting Chinese markets.
- Non-diversified nature of the fund increasing volatility.
What Are CXSE's Competitive Advantages?
- Brand recognition of WisdomTree as an ETF provider.
- Established track record of managing China-focused ETFs.
- Unique investment strategy focused on excluding state-owned enterprises.
What Does CXSE Do?
The WisdomTree China ex-State-Owned Enterprises Fund (CXSE) provides investors with a focused approach to accessing the Chinese equity market. Unlike broad China-focused ETFs, CXSE specifically excludes state-owned enterprises (SOEs) from its portfolio. This targeted strategy allows investors to concentrate on the potentially higher growth and innovation found in privately-owned Chinese companies. The fund operates by investing at least 80% of its total assets in the component securities of its underlying index, a modified float-adjusted market capitalization weighted index. This index is designed to represent the performance of Chinese stocks, excluding SOEs. By excluding SOEs, CXSE aims to capture the dynamism and entrepreneurial spirit of China's private sector. The fund is non-diversified, meaning it invests a larger percentage of its assets in a smaller number of issuers compared to a diversified fund. This strategy can lead to potentially higher returns, but also carries greater risk. CXSE offers a way for investors to participate in the growth of the Chinese economy while avoiding the potential inefficiencies and governance issues sometimes associated with state-owned enterprises.
What Products and Services Does CXSE Offer?
- Invests primarily in Chinese stocks, excluding state-owned enterprises.
- Aims to replicate the performance of its underlying index.
- Provides targeted exposure to China's private sector.
- Offers a way to participate in the growth of the Chinese economy.
- Invests at least 80% of its assets in component securities of the index.
- Operates as a non-diversified fund, concentrating investments.
How Does CXSE Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to attract and retain investors by delivering competitive investment performance.
- Utilizes a passive investment strategy, tracking a specific index.
What Industry Does CXSE Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. ETFs like CXSE offer targeted investment strategies, catering to specific market segments and investment themes. The Chinese equity market is a significant component of the global financial landscape, attracting substantial investor interest. The exclusion of state-owned enterprises is a differentiating factor for CXSE, appealing to investors seeking exposure to the potentially higher growth rates of private Chinese companies. Competitors like DNL, DTH, DWM, EBI, and EES offer alternative approaches to investing in emerging markets, including China.
Who Are CXSE's Key Customers?
- Individual investors seeking exposure to the Chinese equity market.
- Institutional investors looking for targeted investment strategies.
- Financial advisors allocating assets on behalf of their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -7.6%.
CXSE Financials
Bull Case vs Bear Case
Bull Case
- Targeted exposure to China's private sector.
- Exclusion of state-owned enterprises.
- Established brand name of WisdomTree.
- Clear and transparent investment strategy.
Bear Case
- Non-diversified nature increases risk.
- Concentration in a single country (China).
- Dependence on the performance of the Chinese equity market.
- Potential for regulatory and political risks in China.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CXSE Latest News
No recent news available for CXSE.
CXSE Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CXSE.
Price Targets
Wall Street price target analysis for CXSE.
CXSE MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CXSE; grades run from A+ (80-100) to F (below 30).
What Investors Ask About WisdomTree China ex-State-Owned Enterprises Fund (CXSE) — Financials
What do analysts say about CXSE stock?
Generally, analysts covering ETFs in the asset management sector focus on factors such as asset flows, expense ratios, tracking error, and the performance of the underlying index.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on publicly available data and may be subject to change.