Who Owns WisdomTree U.S. SmallCap Fund (EES)?Hedge Fund & Institutional Holders

$57.22+0.52 (+0.91%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$42.54$47.23$51.92$56.61$61.30Sep 24Jun 25Mar 26

EES — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Shore Point Advisors, LLCNew Position+264K+$15.0B
Linscomb Wealth, Inc.New Position+159K+$9.0B
Arkadios Wealth AdvisorsNew Position+158K+$8.0B
Amplius Wealth Advisors, LLCNew Position+119K+$6.8B
Rockefeller Capital Management L.P.Increased+37K+$1.5B
Claris Financial LLCNew Position+24K+$1.4B
OPTIMA CAPITAL LLCNew Position+24K+$1.4B
New Perspectives, IncNew Position+22K+$1.2B
HOWARD WEALTH MANAGEMENT, LLCNew Position+19K+$1.1B
Smartleaf Asset Management LLCNew Position+25K+$1.0B
Insight Advisors, LLC/ PAIncreased+14K+$836.7M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+14K+$825.0M
Oxler Private Wealth LLCNew Position+12K+$675.0M
Private Advisor Group, LLCIncreased+11K+$523.4M
Savvy Advisors, Inc.New Position+6K+$353.0M

EES — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Kathleen S. Wright Associates Inc.Closed Position-134K-$7.5B
Waverly Advisors, LLCDecreased-160-$4.4B
Defined Financial Planning LLCClosed Position-51K-$2.8B
CITADEL ADVISORS LLCClosed Position-38K-$2.1B
OSAIC HOLDINGS, INC.Decreased-2K-$1.5B
ROYAL BANK OF CANADADecreased-9K-$1.2B
Larson Financial Group LLCDecreased-280-$860.4M
Prospera Financial Services IncClosed Position-15K-$854.4M
Atria Investments, IncDecreased-5K-$819.1M
STIFEL FINANCIAL CORPDecreased-190-$755.7M
CIBC Bancorp USA Inc.Closed Position-11K-$600.1M
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$596.2M
Nemes Rush Group LLCDecreased-227-$513.0M
JPMORGAN CHASE & CODecreased-119-$508.0M
MML INVESTORS SERVICES, LLCDecreased-32-$439.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG717,492$40.8B6.62%Share
2AMERIPRISE FINANCIAL INC463,353$26.0B5.88%Share
3BANK OF AMERICA CORP /DE/399,405$22.0B1.60%Share
4Shore Point Advisors, LLC263,725$15.0B6.35%Share
5Linscomb Wealth, Inc.158,502$9.0B0.38%Share
6Arkadios Wealth Advisors157,654$8.0B155.10%Share
7WELLS FARGO & COMPANY/MN133,881$7.0B1.27%Share
8BANK OF AMERICA CORP /DE/137,126$7.0B0.51%Share
9Amplius Wealth Advisors, LLC119,390$6.8B0.57%Share
10RAYMOND JAMES FINANCIAL INC108,594$6.0B1.87%Share
11ROYAL BANK OF CANADA100,016$5.0B0.81%Share
12Private Advisor Group, LLC73,194$4.0B18.82%Share
13Insight Advisors, LLC/ PA54,192$3.1B0.47%Share
14NewSquare Capital LLC53,713$3.1B0.27%Share
15RAYMOND JAMES FINANCIAL INC65,724$3.0B0.93%Share
16STIFEL FINANCIAL CORP49,133$2.0B1.80%Share
17JPMORGAN CHASE & CO43,850$2.0B0.13%Share
18Rockefeller Capital Management L.P.46,139$2.0B3.60%Share
19Atria Investments, Inc45,103$2.0B22.73%Share
20Claris Financial LLC24,437$1.4B0.74%Share
21OPTIMA CAPITAL LLC24,240$1.4B0.60%Share
22New Perspectives, Inc21,928$1.2B0.43%Share
23HOWARD WEALTH MANAGEMENT, LLC19,170$1.1B0.48%Share
24MOLLER WEALTH PARTNERS18,397$1.0B0.22%Share
25Forefront Analytics, LLC17,760$1.0B0.89%Share
26Smartleaf Asset Management LLC25,109$1.0B0.04%Share
27Steward Partners Investment Advisory, LLC18,129$1.0B5.48%Share
28OSAIC HOLDINGS, INC.26,553$1.0B1.46%Share
29FLAGSHIP HARBOR ADVISORS, LLC14,493$825.0M0.04%Share
30Oxler Private Wealth LLC11,862$675.0M0.20%Share
31KMG FIDUCIARY PARTNERS, LLC10,599$603.0M0.04%Share
32S.A. Mason LLC9,450$537.0M0.21%Share
33US BANCORP \DE\8,577$488.0M0.57%Share
34PRECEDENT WEALTH PARTNERS, LLC6,418$365.0M0.08%Share
35Savvy Advisors, Inc.6,212$353.0M0.01%Share
36PSI Advisors, LLC5,893$335.0M0.08%Share
37WORLD EQUITY GROUP, INC.5,826$331.0M0.09%Share
38HOWARD BAILEY SECURITIES, LLC5,702$324.0M0.13%Share
39Wilson & Boucher Capital Management, LLC5,400$307.0M0.20%Share
40UHLMANN PRICE SECURITIES, LLC5,239$298.0M0.18%Share
41Berger Financial Group, Inc4,963$282.0M0.02%Share
42CRUX WEALTH ADVISORS4,744$270.0M0.10%Share
43Essex Bank4,200$239.0M0.05%Share
44Asset Dedication, LLC3,162$180.0M0.01%Share
45UBS Group AG3,100$176.0M0.03%Share
46Team Financial Group, LLC2,740$155.0M0.07%Share
47Blue Trust, Inc.2,708$154.0M1.74%Share
48CoreCap Advisors, LLC2,377$135.0M0.00%Share
49Indiana Trust & Investment Management Co2,143$122.0M0.04%Share
50Geneos Wealth Management Inc.1,900$108.0M0.00%Share

EES Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025157$192.0B+61
Q3 202596$198.2B-30
Q2 2025126$252.8B-17
Q1 2025143$314.5B+15
Q4 2024128$15.8T+24
Q3 2024104$35.5T+4
Q2 2024100$15.6T+8
Q1 202492$14.3T—

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As of Q4 2025, 50 institutional investors hold EES (WisdomTree U.S. SmallCap Fund). The largest holder is UBS Group AG with $40.8B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own EES?

As of Q4 2025, 50 institutional investors report holding EES (WisdomTree U.S. SmallCap Fund) in their 13F filings.

Who is the largest institutional holder of EES?

The largest institutional holder of EES is UBS Group AG with $40.8B in shares.

Is institutional ownership of EES increasing or decreasing?

This quarter, 12 institutions opened new positions in EES and 5 closed their positions.