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Upturn AI SWOT - About
WisdomTree China ex-State-Owned Enterprises Fund (CXSE)
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Upturn Advisory Summary
10/30/2025: CXSE (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 25.71% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.03 | 52 Weeks Range 25.29 - 39.71 | Updated Date 06/29/2025 |
52 Weeks Range 25.29 - 39.71 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree China ex-State-Owned Enterprises Fund
ETF Overview
Overview
The WisdomTree China ex-State-Owned Enterprises Fund (CXSE) seeks to track the price and yield performance, before fees and expenses, of the WisdomTree China ex-State-Owned Enterprises Index. It focuses on Chinese companies that are not state-owned, aiming to capture the growth potential of the private sector in China.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its innovative, fundamentally weighted ETFs.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in ETF management and global equities.
Investment Objective
Goal
To track the investment results of an index that measures the performance of Chinese companies that are not state-owned enterprises.
Investment Approach and Strategy
Strategy: CXSE aims to track the WisdomTree China ex-State-Owned Enterprises Index.
Composition Primarily holds stocks of Chinese companies excluding state-owned enterprises, focusing on sectors such as consumer discretionary, communication services, and information technology.
Market Position
Market Share: CXSE has a notable market share among ETFs focusing on Chinese equities excluding state-owned enterprises.
Total Net Assets (AUM): 89868988
Competitors
Key Competitors
- MCHI
- ASHR
- KWEB
Competitive Landscape
The ETF market for Chinese equities is highly competitive, with several large ETFs offering broad exposure. CXSE's advantage lies in its focus on ex-state-owned enterprises, providing targeted exposure to the potentially faster-growing private sector. A disadvantage is that it is relatively small compared to more broad-based Chinese ETFs like MCHI.
Financial Performance
Historical Performance: Historical performance varies depending on the time period, reflecting the volatility of Chinese markets. Returns are dependent on the performance of the private sector in China.
Benchmark Comparison: The ETF's performance should be compared to the WisdomTree China ex-State-Owned Enterprises Index, showing its tracking effectiveness. Performance relative to broad China ETFs like MCHI will reflect the relative performance of SOEs vs. private companies.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The average trading volume is moderate, reflecting interest in Chinese equities excluding state-owned enterprises.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity for typical trading sizes.
Market Dynamics
Market Environment Factors
Economic growth in China, regulatory changes affecting private companies, and global trade relations all influence CXSE's performance.
Growth Trajectory
The ETF's growth is tied to the expansion of the Chinese private sector and investor interest in this segment.
Moat and Competitive Advantages
Competitive Edge
CXSE's competitive advantage is its targeted exposure to Chinese companies that are not state-owned enterprises. This allows investors to focus on the potentially faster-growing segment of the Chinese economy. WisdomTree's fundamentally weighted indexing approach is another differentiator. The fund offers a focused approach compared to broad market ETFs, potentially leading to higher returns if the Chinese private sector outperforms SOEs.
Risk Analysis
Volatility
CXSE can exhibit high volatility due to the inherent risks of investing in emerging markets and specific Chinese market dynamics.
Market Risk
The underlying assets are subject to market risk, regulatory risk in China, and currency risk related to the Chinese Yuan.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the Chinese private sector with a higher risk tolerance.
Market Risk
Suitable for long-term investors with a high-risk appetite seeking growth opportunities in the Chinese market.
Summary
The WisdomTree China ex-State-Owned Enterprises Fund (CXSE) provides targeted exposure to the private sector in China, excluding state-owned enterprises. This fund offers a unique investment opportunity for those seeking to capitalize on the potential growth of private companies in the Chinese economy. CXSE can be more volatile than broad market China ETFs, so investors should have a higher risk tolerance. WisdomTree's reputation as an innovative ETF issuer adds to the fund's appeal.
Similar ETFs
Sources and Disclaimers
Data Sources:
- WisdomTree.com
- ETF.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data is estimated and may vary. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree China ex-State-Owned Enterprises Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) 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 China, excluding common stocks of state-owned enterprises. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.