EES Institutional Ownership & Shareholders
WISDOMTREE US SMALLCAP FUND (EES) is currently held by 167 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $439.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of EES tracked by InsiderSet, reporting ownership valued at approximately $50.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $49.17M, representing an estimated loss of -2.40% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed EES value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Ubs Group Ag, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE US SMALLCAP FUND (EES).
This page ranks the largest institutional EES shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
167
Total Reported Value
$439.10M
Largest Holder
Morgan Stanley
Largest Position
$50.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 743,249 | $50,384,933 | $49,173,354 | -$1,211,579 | -2.40% | |
| Ubs Group Ag | 0.01% | 705,777 | $47,844,623 | $46,694,206 | -$1,150,417 | -2.40% | |
| Lpl Financial Llc | 0.01% | 595,597 | $40,375,516 | $39,404,698 | -$970,818 | -2.40% | |
| Bank Of America Corp | 0.00% | 492,642 | $33,396,170 | $32,593,195 | -$802,975 | -2.40% | |
| Ameriprise Financial Inc | 0.01% | 445,820 | $30,225,104 | $29,495,451 | -$729,653 | -2.41% | |
| Cetera Investment Advisers | 0.02% | 346,942 | $23,519,174 | $22,953,683 | -$565,491 | -2.40% | |
| Savant Capital, Llc | 0.06% | 340,257 | $21,378,057 | $22,511,403 | +$1,133,346 | +5.30% | |
| Key Financial Inc | 3.26% | 293,975 | $19,928,531 | $19,449,386 | -$479,145 | -2.40% | |
| Raymond James Financial Inc | 0.00% | 147,585 | $10,004,778 | $9,764,224 | -$240,554 | -2.40% | |
| Wells Fargo & Company/Mn | 0.00% | 144,722 | $9,810,692 | $9,574,808 | -$235,884 | -2.40% | |
| Arkadios Wealth Advisors | 0.14% | 138,763 | $9,406,718 | $9,180,560 | -$226,158 | -2.40% | |
| Linscomb Wealth, Inc. | 0.39% | 132,932 | $9,011,488 | $8,794,781 | -$216,707 | -2.40% | |
| Royal Bank Of Canada | 0.00% | 132,675 | $8,994,000 | $8,777,778 | -$216,222 | -2.40% | |
| Mariner, Llc | 0.01% | 107,319 | $7,275,184 | $7,100,225 | -$174,959 | -2.40% | |
| Toptier Wealth Management, Llc | 3.51% | 92,942 | $6,002,182 | $6,149,043 | +$146,861 | +2.45% | |
| Shore Point Advisors, Llc | 1.90% | 92,887 | $5,998,653 | $6,145,404 | +$146,751 | +2.45% | |
| Waverly Advisors, Llc | 0.03% | 78,844 | $5,344,835 | $5,216,319 | -$128,516 | -2.40% | |
| Envestnet Asset Management Inc | 0.00% | 76,582 | $5,191,495 | $5,066,665 | -$124,830 | -2.40% | |
| Susquehanna International Group, Llp | 0.00% | 74,292 | $5,036,255 | $4,915,159 | -$121,096 | -2.40% | |
| Osaic Holdings, Inc. | 0.01% | 65,232 | $4,422,364 | $4,315,749 | -$106,615 | -2.41% | |
| Culbertson A N & Co Inc | 0.45% | 60,520 | $3,908,376 | $4,004,003 | +$95,627 | +2.45% | |
| Newsquare Capital Llc | 0.29% | 57,355 | $3,888,095 | $3,794,607 | -$93,488 | -2.40% | |
| Amplius Wealth Advisors, Llc | 0.25% | 56,080 | $3,621,621 | $3,710,253 | +$88,632 | +2.45% | |
| Rockefeller Capital Management L.P. | 0.01% | 50,093 | $3,395,815 | $3,314,153 | -$81,662 | -2.40% | |
| Jpmorgan Chase & Co | 0.00% | 49,359 | $3,335,237 | $3,265,591 | -$69,646 | -2.09% | |
| Private Advisor Group, Llc | 0.01% | 47,989 | $3,253,185 | $3,174,952 | -$78,233 | -2.40% | |
| Stifel Financial Corp | 0.00% | 47,249 | $3,203,085 | $3,125,994 | -$77,091 | -2.41% | |
| Merit Financial Group, Llc | 0.02% | 44,589 | $3,022,742 | $2,950,008 | -$72,734 | -2.41% | |
| &Partners | 0.01% | 39,324 | $2,665,753 | $2,601,676 | -$64,077 | -2.40% | |
| Citadel Advisors Llc | 0.00% | 32,589 | $2,209,208 | $2,156,088 | -$53,120 | -2.40% | |
| Smartleaf Asset Management Llc | 0.06% | 28,163 | $1,903,019 | $1,863,264 | -$39,755 | -2.09% | |
| Atria Investments, Inc | 0.02% | 25,173 | $1,625,680 | $1,665,446 | +$39,766 | +2.45% | |
| Optima Capital Llc | 0.62% | 24,263 | $1,566,924 | $1,605,240 | +$38,316 | +2.45% | |
| Nbc Securities, Inc. | 0.10% | 22,058 | $1,424,501 | $1,459,357 | +$34,856 | +2.45% | |
| Kestra Advisory Services, Llc | 0.00% | 20,831 | $1,412,103 | $1,378,179 | -$33,924 | -2.40% | |
| Claris Financial Llc | 0.77% | 24,219 | $1,405,881 | $1,602,329 | +$196,448 | +13.97% | |
| New Perspectives, Inc | 0.40% | 20,488 | $1,323,110 | $1,355,486 | +$32,376 | +2.45% | |
| Howard Wealth Management, Llc | 0.45% | 19,178 | $1,238,513 | $1,268,816 | +$30,303 | +2.45% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 17,892 | $1,212,927 | $1,183,735 | -$29,192 | -2.41% | |
| Moller Wealth Partners | 0.22% | 18,327 | $1,183,556 | $1,212,514 | +$28,958 | +2.45% | |
| Three Bearings Fiduciary Advisors, Inc. | 1.02% | 16,774 | $1,137,110 | $1,109,768 | -$27,342 | -2.40% | |
| Western Wealth Management, Llc | 0.04% | 16,761 | $1,136,228 | $1,108,908 | -$27,320 | -2.40% | |
| Avidian Wealth Enterprises, Llc | 0.03% | 16,666 | $1,076,284 | $1,102,623 | +$26,339 | +2.45% | |
| Goldman Sachs Group Inc | 0.00% | 15,029 | $1,018,816 | $994,319 | -$24,497 | -2.40% | |
| Larson Financial Group Llc | 0.03% | 14,536 | $985,414 | $961,702 | -$23,712 | -2.41% | |
| Cwm, Llc | 0.00% | 15,507 | $900,133 | $1,025,943 | +$125,810 | +13.98% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 15,186 | $881,532 | $1,004,706 | +$123,174 | +13.97% | |
| Titleist Asset Management, Llc | 0.06% | 13,542 | $874,564 | $895,939 | +$21,375 | +2.44% | |
| Jane Street Group, Llc | 0.00% | 12,489 | $846,629 | $826,272 | -$20,357 | -2.40% | |
| Flagship Harbor Advisors, Llc | 0.03% | 12,536 | $809,580 | $829,382 | +$19,802 | +2.45% |
Frequently asked questions about EES
Who are the largest institutional holders of EES?
The largest institutional holders of EES reported in the latest SEC Form 13F filings include Morgan Stanley, Ubs Group Ag, Lpl Financial Llc, Bank Of America Corp, and Ameriprise Financial Inc. InsiderSet ranks institutional holders by their latest reported EES position.
What is EES institutional ownership?
This page tracks EES positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US SMALLCAP FUND (EES) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EES?
InsiderSet currently tracks 167 institutional managers reporting EES holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EES shareholders.
How much EES stock do institutions own?
Institutional investment managers disclosed approximately $439.10M in EES holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EES institutional ownership last updated?
The latest EES institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EES holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EES position after the reporting date.
Are institutions buying or selling EES?
Institutional buying and selling can be analyzed by comparing EES positions across consecutive 13F reporting periods. InsiderSet's EES Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EES ownership changes.
How has EES institutional ownership changed over time?
InsiderSet tracks EES institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.