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Upturn AI SWOT - About
WisdomTree Emerging Markets ex-China Fund (XC)
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Upturn Advisory Summary
10/24/2025: XC (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 24.45% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 26.44 - 34.49 | Updated Date 06/29/2025 |
52 Weeks Range 26.44 - 34.49 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Emerging Markets ex-China Fund
ETF Overview
Overview
The WisdomTree Emerging Markets ex-China Fund (XC) seeks to track the investment results of dividend-paying companies in emerging markets, excluding China. It offers exposure to dividend-paying equities, providing potential income and diversification within emerging markets.
Reputation and Reliability
WisdomTree is a well-regarded ETF issuer known for its dividend-weighted and fundamentally weighted ETFs.
Management Expertise
WisdomTree has a dedicated investment team with experience in managing dividend-focused and international equity strategies.
Investment Objective
Goal
To track the investment results of dividend-paying companies in emerging markets, excluding China.
Investment Approach and Strategy
Strategy: The fund aims to track a dividend-weighted index of emerging market companies, excluding those based in China.
Composition The ETF primarily holds stocks of companies in emerging markets, focusing on those that pay dividends. It excludes Chinese companies.
Market Position
Market Share: XC's market share within the emerging markets ex-China ETF category is competitive.
Total Net Assets (AUM): 452000000
Competitors
Key Competitors
- VWO
- IEMG
- SPEM
Competitive Landscape
The emerging markets ETF industry is highly competitive. XC's advantage lies in its ex-China focus, appealing to investors seeking diversification away from China. However, broader emerging market ETFs have lower expense ratios and higher liquidity.
Financial Performance
Historical Performance: Historical performance data is readily available from financial data providers.
Benchmark Comparison: The ETF's performance should be compared to a broad emerging markets index (ex-China) to assess its effectiveness.
Expense Ratio: 0.32
Liquidity
Average Trading Volume
The average daily trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth in emerging markets (excluding China), commodity prices, and global interest rates influence XC's performance.
Growth Trajectory
Growth is tied to the economic expansion of emerging markets and investor demand for ex-China exposure.
Moat and Competitive Advantages
Competitive Edge
XC's primary advantage is its specific focus on emerging markets excluding China, offering targeted exposure. This provides investors concerned about China's economic and political risks an alternative. The dividend-weighting methodology potentially enhances income generation. However, it comes with a higher expense ratio than some broad market ETFs.
Risk Analysis
Volatility
Emerging markets are inherently more volatile than developed markets.
Market Risk
Risks include political instability, currency fluctuations, and economic downturns in emerging market countries.
Investor Profile
Ideal Investor Profile
Investors seeking emerging market exposure without direct China exposure, looking for income, and comfortable with emerging market volatility.
Market Risk
Suitable for long-term investors seeking diversification and income within emerging markets.
Summary
The WisdomTree Emerging Markets ex-China Fund (XC) offers targeted exposure to emerging market equities excluding China. Its dividend-weighting strategy aims to provide income. It's suitable for investors who want emerging market exposure without direct Chinese investment, albeit with a higher expense ratio than broad market ETFs. Its performance is subject to the volatility inherent in emerging markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor.
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 Emerging Markets ex-China Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
At least 80% of the fund"s total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a modified float-adjusted market cap weighted index that consists of common stocks issued by companies in emerging markets, excluding companies incorporated or domiciled in China. It 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.