WISDOMTREE US SMALLCAP FUND EES
$67.47
-1.0% 52w: $48.79 – $68.16
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data48.7958.4868.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
163
-1 QoQ
13F value
$384.4M
+0.1% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$512K calls / — puts
Institutional value by quarter
Number of holders
Who owns EES?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 735.2K | $42.7M | 0.0% | +0.3% |
| UBS Group AG | Bank broker | 715.8K | $41.5M | 0.0% | -0.7% |
| LPL Financial LLC | Bank broker | 594.8K | $34.5M | 0.0% | +2.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 527.0K | $30.6M | 0.0% | -3.5% |
| AMERIPRISE FINANCIAL INC | Bank broker | 452.8K | $26.3M | 0.0% | -2.4% |
| Cetera Investment Advisers | Wealth advisor | 361.6K | $21.0M | 0.0% | -4.1% |
| Key Financial Inc | Wealth advisor | 288.0K | $16.7M | 3.0% | +1.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 204.2K | $11.9M | 0.0% | +17.2% |
| Savant Capital, LLC | Wealth advisor | 173.3K | $10.1M | 0.0% | -5.1% |
| Arkadios Wealth Advisors | Wealth advisor | 156.6K | $9.1M | 0.2% | -1.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 145.5K | $8.4M | 0.0% | +2.9% |
| Linscomb Wealth, Inc. | Wealth advisor | 138.3K | $8.0M | 0.4% | -12.7% |
| ROYAL BANK OF CANADA | Bank broker | 129.2K | $7.5M | 0.0% | +27.0% |
| Mariner, LLC | Diversified mechanical | 124.2K | $7.2M | 0.0% | +142.5% |
| Amplius Wealth Advisors, LLC | Wealth advisor | 114.9K | $6.7M | 0.6% | -3.8% |
| TopTier Wealth Management, LLC | Wealth advisor | 94.7K | $5.5M | 3.4% | -0.3% |
| Shore Point Advisors, LLC | Wealth advisor | 94.3K | $5.5M | 2.2% | -64.2% |
| Private Advisor Group, LLC | Wealth advisor | 79.8K | $4.6M | 0.0% | +9.1% |
| Waverly Advisors, LLC | Wealth advisor | 78.9K | $4.6M | 0.0% | -0.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 78.5K | $4.6M | 0.0% | +1.0% |
| Merit Financial Group, LLC | Wealth advisor | 75.6K | $4.4M | 0.0% | +17.1% |
| CULBERTSON A N & CO INC ★2 | Fundamental diversified | 61.7K | $3.6M | 0.5% | -0.2% |
| NewSquare Capital LLC | Wealth advisor | 56.0K | $3.3M | 0.3% | +4.3% |
| JPMORGAN CHASE & CO | Bank broker | 48.8K | $2.8M | 0.0% | +8.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 47.1K | $2.7M | 0.0% | +819.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 46.9K | $2.7M | 0.0% | +1.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 46.0K | $2.7M | 0.0% | -6.4% |
| Atria Investments, Inc | Wealth advisor | 44.2K | $2.6M | 0.0% | -2.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 41.4K | $2.4M | 0.0% | -2.7% |
| &PARTNERS | Diversified mechanical | 34.6K | $2.0M | 0.0% | 0.0% |
| Smartleaf Asset Management LLC | Wealth advisor | 28.2K | $1.6M | 0.1% | +12.2% |
| Creative Planning | Wealth advisor | 26.1K | $1.5M | 0.0% | +0.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 24.3K | $1.4M | 0.0% | +5.4% |
| OPTIMA CAPITAL LLC | Wealth advisor | 24.2K | $1.4M | 0.7% | 0.0% |
| Claris Financial LLC | Wealth advisor | 24.2K | $1.4M | 0.8% | -0.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 22.3K | $1.3M | 0.0% | +1.6% |
| New Perspectives, Inc | Wealth advisor | 20.9K | $1.2M | 0.4% | -4.6% |
| NBC SECURITIES, INC. | Diversified mechanical | 20.9K | $1.2M | 0.1% | +17.7% |
| HOWARD WEALTH MANAGEMENT, LLC | Wealth advisor | 19.2K | $1.1M | 0.5% | +0.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 18.5K | $1.1M | 0.0% | +83.2% |
| MOLLER WEALTH PARTNERS | Wealth advisor | 18.4K | $1.1M | 0.2% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 18.0K | $1.0M | 0.0% | -0.5% |
| Three Bearings Fiduciary Advisors, Inc. | Wealth advisor | 17.1K | $995K | 1.0% | Held |
| Avidian Wealth Enterprises, LLC | Wealth advisor | 16.9K | $981K | 0.0% | New |
| CWM, LLC | Wealth advisor | 15.5K | $900K | 0.0% | 0.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 15.2K | $882K | 0.0% | +1621.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 15.1K | $874K | 0.0% | +0.1% |
| Larson Financial Group LLC | Wealth advisor | 14.8K | $859K | 0.0% | -2.1% |
| JANE STREET GROUP, LLC | Market maker | 14.6K | $846K | 0.0% | -38.9% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 14.0K | $811K | 0.1% | +3.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.