13F Insight
DOSSIER · 13F Holders · Q1 2026
EES

WISDOMTREE TR

172 institutions still hold WISDOMTREE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W562·172 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$313M
visible holders
Holders
172
filers reporting
Concentration
13.65%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

172 institutions reported EES in Q1 2026. MORGAN STANLEY leads at 13.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$43M735K0.00%Q1 202602
UBS Group AG
CIK 0001610520
$42M716K0.01%Q1 202603
LPL Financial LLC
CIK 0001403438
$35M595K0.01%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$31M527K0.00%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$26M453K0.01%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$21M362K0.02%Q1 202607
Key FInancial Inc
CIK 0001801720
$20M294K3.26%Q2 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M204K0.00%Q1 202609
Savant Capital, LLC
CIK 0001482880
$10M173K0.05%Q1 202610
Arkadios Wealth Advisors
CIK 0001800798
$9M157K0.15%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M145K0.00%Q1 202612
Linscomb Wealth, Inc.
CIK 0001313294
$8M138K0.36%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$7M129K0.00%Q1 202614
Kathleen S. Wright Associates Inc.
CIK 0001908433
$7M134K2.78%Q3 202515
Mariner, LLC
CIK 0001373442
$7M124K0.01%Q1 202616
Shore Point Advisors, LLC
CIK 0001907092
$6M94K2.18%Q2 202617
TopTier Wealth Management, LLC
CIK 0002109367
$6M93K3.82%Q2 202618
Private Advisor Group, LLC
CIK 0001567755
$5M80K0.02%Q1 202619
Waverly Advisors, LLC
CIK 0001568787
$5M79K0.03%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M78K0.00%Q1 2026
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