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Upturn AI SWOT - About
WisdomTree China ex-State-Owned Enterprises Fund (CXSE)
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Upturn Advisory Summary
07/29/2025: CXSE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.52% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/29/2025 |
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 investment results of dividend-paying companies in the Peopleu2019s Republic of China that are not state-owned enterprises. It focuses on providing exposure to the Chinese economy while excluding companies with significant government ownership.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its fundamentally weighted and dividend-focused ETFs.
Management Expertise
WisdomTree has a dedicated team with expertise in index construction and ETF management.
Investment Objective
Goal
To track the investment results of dividend-paying companies in the Peopleu2019s Republic of China that are not state-owned enterprises.
Investment Approach and Strategy
Strategy: The fund tracks an index (the WisdomTree China ex-State-Owned Enterprises Index) that screens out state-owned enterprises and weights companies by their dividend yield.
Composition Primarily holds stocks of Chinese companies, with a focus on sectors like consumer discretionary, technology, and financials.
Market Position
Market Share: CXSE has a moderate market share within the China-focused ETF space.
Total Net Assets (AUM): 139000000
Competitors
Key Competitors
- MCHI
- ASHR
- KWEB
Competitive Landscape
The China ETF market is highly competitive, with many funds offering broad or sector-specific exposure. CXSE's advantage lies in its exclusion of state-owned enterprises, appealing to investors who prefer less government involvement. However, it faces stiff competition from larger, more liquid funds like MCHI.
Financial Performance
Historical Performance: Historical performance varies with market conditions, but CXSE's returns are influenced by the performance of Chinese equities and the fund's sector and weighting methodology. Due to data availability, performance data is best checked from reliable financial data sources such as Yahoo Finance.
Benchmark Comparison: CXSE's performance should be compared to broad China indices like the MSCI China Index and other China ex-SOE indices. Due to data availability, performance data is best checked from reliable financial data sources such as Yahoo Finance.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The average trading volume of CXSE is moderate, which could affect execution costs for larger trades.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions but is generally reasonable.
Market Dynamics
Market Environment Factors
Economic growth in China, regulatory changes affecting Chinese companies, and global trade tensions can all influence CXSE's performance.
Growth Trajectory
Growth depends on the overall health of the Chinese economy and investor sentiment toward Chinese equities. Changes to sector allocations within the fund may occur over time.
Moat and Competitive Advantages
Competitive Edge
CXSE's unique focus on excluding state-owned enterprises provides a differentiated investment approach. This can appeal to investors seeking exposure to Chinese companies with potentially higher growth prospects and less government influence. This focus allows investors to target privately run businesses. This tailored approach aims to deliver higher returns by avoiding companies that may be less efficient.
Risk Analysis
Volatility
CXSE can be volatile, given its exposure to emerging markets and the inherent risks of investing in Chinese equities.
Market Risk
Specific risks include regulatory risk, currency risk (exposure to the Chinese Yuan), and geopolitical risks related to China.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to Chinese equities while avoiding state-owned enterprises and potentially higher growth companies. This includes individuals and institutions looking to diversify their portfolios.
Market Risk
Suitable for long-term investors with a higher risk tolerance.
Summary
The WisdomTree China ex-State-Owned Enterprises Fund (CXSE) offers a differentiated approach to investing in Chinese equities by excluding state-owned enterprises. It targets dividend-paying companies with the goal of achieving capital appreciation and income. However, it's important to consider its moderate trading volume and the inherent risks of investing in China's market. Investors should also be aware of economic volatility and regulatory changes that could affect CXSEu2019s financial health. The fund is ideally suited for long-term investors with a high-risk tolerance seeking exposure to the private sector of the Chinese economy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- Yahoo Finance
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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.