WISDOMTREE US SMALLCAP FUND (EES) Institutional Shareholders
WISDOMTREE US SMALLCAP FUND (EES) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $383.72M in EES holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of EES tracked by InsiderSet, reporting ownership valued at approximately $42.68M in its March 31, 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 $49.65M, representing an estimated gain of +16.33% 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
165
Total Reported Value
$383.72M
Largest Holder
Morgan Stanley
Largest Position
$42.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
147
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% | 735,205 | $42,677,727 | $49,646,115 | +$6,968,388 | +16.33% | |
| Ubs Group Ag | 0.01% | 715,763 | $41,549,326 | $48,333,257 | +$6,783,931 | +16.33% | |
| Lpl Financial Llc | 0.01% | 594,789 | $34,526,718 | $40,164,257 | +$5,637,539 | +16.33% | |
| Bank Of America Corp | 0.00% | 526,995 | $30,591,138 | $35,586,339 | +$4,995,201 | +16.33% | |
| Ameriprise Financial Inc | 0.01% | 452,810 | $26,288,834 | $30,576,856 | +$4,288,022 | +16.31% | |
| Cetera Investment Advisers | 0.02% | 361,609 | $20,990,957 | $24,418,335 | +$3,427,378 | +16.33% | |
| Key Financial Inc | 3.26% | 293,975 | $19,928,531 | $19,851,220 | -$77,311 | -0.39% | |
| Raymond James Financial Inc | 0.00% | 204,225 | $11,854,983 | $13,790,681 | +$1,935,698 | +16.33% | |
| Savant Capital, Llc | 0.05% | 173,284 | $10,058,938 | $11,701,331 | +$1,642,393 | +16.33% | |
| Arkadios Wealth Advisors | 0.15% | 156,634 | $9,092,404 | $10,577,008 | +$1,484,604 | +16.33% | |
| Wells Fargo & Company/Mn | 0.00% | 145,477 | $8,444,725 | $9,823,611 | +$1,378,886 | +16.33% | |
| Linscomb Wealth, Inc. | 0.36% | 138,348 | $8,030,933 | $9,342,212 | +$1,311,279 | +16.33% | |
| Royal Bank Of Canada | 0.00% | 129,174 | $7,499,000 | $8,722,720 | +$1,223,720 | +16.32% | |
| Mariner, Llc | 0.01% | 124,150 | $7,206,730 | $8,383,465 | +$1,176,735 | +16.33% | |
| Shore Point Advisors, Llc | 2.18% | 93,890 | $6,364,808 | $6,340,101 | -$24,707 | -0.39% | |
| Toptier Wealth Management, Llc | 3.82% | 93,282 | $6,323,591 | $6,299,044 | -$24,547 | -0.39% | |
| Waverly Advisors, Llc | 0.03% | 78,904 | $4,580,275 | $5,328,143 | +$747,868 | +16.33% | |
| Envestnet Asset Management Inc | 0.00% | 78,495 | $4,556,544 | $5,300,524 | +$743,980 | +16.33% | |
| Amplius Wealth Advisors, Llc | 0.33% | 65,656 | $4,450,799 | $4,433,546 | -$17,253 | -0.39% | |
| Culbertson A N & Co Inc | 0.48% | 61,043 | $4,138,105 | $4,122,045 | -$16,060 | -0.39% | |
| Newsquare Capital Llc | 0.29% | 57,355 | $3,888,095 | $3,873,005 | -$15,090 | -0.39% | |
| Private Advisor Group, Llc | 0.01% | 47,989 | $3,253,185 | $3,240,548 | -$12,637 | -0.39% | |
| Merit Financial Group, Llc | 0.02% | 44,590 | $3,022,742 | $3,011,024 | -$11,718 | -0.39% | |
| Susquehanna International Group, Llp | 0.00% | 47,148 | $2,736,880 | $3,183,758 | +$446,878 | +16.33% | |
| Rockefeller Capital Management L.P. | 0.00% | 46,878 | $2,721,269 | $3,165,526 | +$444,257 | +16.33% | |
| Stifel Financial Corp | 0.00% | 45,999 | $2,670,179 | $3,106,170 | +$435,991 | +16.33% | |
| Osaic Holdings, Inc. | 0.00% | 41,422 | $2,404,779 | $2,797,099 | +$392,320 | +16.31% | |
| &Partners | 0.01% | 34,578 | $2,008,758 | $2,334,945 | +$326,187 | +16.24% | |
| Atria Investments, Inc | 0.02% | 27,111 | $1,837,864 | $1,830,722 | -$7,142 | -0.39% | |
| Optima Capital Llc | 0.65% | 24,255 | $1,644,253 | $1,637,865 | -$6,388 | -0.39% | |
| Smartleaf Asset Management Llc | 0.06% | 28,163 | $1,605,305 | $1,901,760 | +$296,455 | +18.47% | |
| Creative Planning | 0.00% | 26,080 | $1,513,933 | $1,761,102 | +$247,169 | +16.33% | |
| Dala Group, Llc | 1.31% | 26,569 | $1,512,583 | $1,794,122 | +$281,539 | +18.61% | |
| Nbc Securities, Inc. | 0.10% | 21,887 | $1,483,744 | $1,477,961 | -$5,783 | -0.39% | |
| Kestra Advisory Services, Llc | 0.00% | 20,831 | $1,412,103 | $1,406,653 | -$5,450 | -0.39% | |
| Claris Financial Llc | 0.77% | 24,219 | $1,405,881 | $1,635,434 | +$229,553 | +16.33% | |
| New Perspectives, Inc | 0.43% | 20,533 | $1,391,929 | $1,386,530 | -$5,399 | -0.39% | |
| Howard Wealth Management, Llc | 0.48% | 19,178 | $1,300,077 | $1,295,031 | -$5,046 | -0.39% | |
| Moller Wealth Partners | 0.23% | 18,397 | $1,247,133 | $1,242,292 | -$4,841 | -0.39% | |
| Avidian Wealth Enterprises, Llc | 0.03% | 16,897 | $1,145,442 | $1,141,002 | -$4,440 | -0.39% | |
| Three Bearings Fiduciary Advisors, Inc. | 1.02% | 16,774 | $1,137,110 | $1,132,696 | -$4,414 | -0.39% | |
| Two Sigma Investments, Lp | 0.00% | 18,500 | $1,073,901 | $1,249,248 | +$175,347 | +16.33% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 18,041 | $1,047,265 | $1,218,253 | +$170,988 | +16.33% | |
| Titleist Asset Management, Llc | 0.06% | 13,864 | $939,865 | $936,193 | -$3,672 | -0.39% | |
| Cwm, Llc | 0.00% | 15,507 | $900,133 | $1,047,140 | +$147,007 | +16.33% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 15,186 | $881,532 | $1,025,464 | +$143,932 | +16.33% | |
| Goldman Sachs Group Inc | 0.00% | 15,051 | $873,691 | $1,016,347 | +$142,656 | +16.33% | |
| Larson Financial Group Llc | 0.03% | 14,796 | $858,894 | $999,128 | +$140,234 | +16.33% | |
| Flagship Harbor Advisors, Llc | 0.03% | 12,575 | $852,465 | $849,151 | -$3,314 | -0.39% | |
| Jane Street Group, Llc | 0.00% | 14,578 | $846,234 | $984,407 | +$138,173 | +16.33% |
Frequently asked questions about EES
Who owns the most EES stock?
The largest holders of EES are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US SMALLCAP FUND (EES).
Is EES widely held by superinvestors?
Many widely followed stocks like EES appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EES is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.