DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

EES

WISDOMTREE TR SMALLCAP EARNING

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

CUSIP 97717w562·169 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 2.6%

vs prior quarter

13F value held

$310M

46.0% inst. owned

of float

Holders

169

-111 QoQ

filers reporting

Activity

+28 / −94

+886 added · −739 reduced

this quarter

Concentration

13.77%

MORGAN STANLEY #1

top holder share

AI Holders Summary · Q1 2026

169 institutions reported EES in Q1 2026. MORGAN STANLEY leads at 13.8% of the visible book. -111 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter

$43M735K0.00%Q1 2026 02

$42M716K0.01%Q1 2026 03

LPL Financial LLC

$35M595K0.01%Q1 2026 04

BANK OF AMERICA CORP /DE/

$31M527K0.00%Q1 2026 05

AMERIPRISE FINANCIAL INC

$26M453K0.01%Q1 2026 06

Cetera Investment Advisers

$21M362K0.02%Q1 2026 07

Key FInancial Inc

$17M288K2.98%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

$12M204K0.00%Q1 2026 09

Savant Capital, LLC

$10M173K0.05%Q1 2026 10

Arkadios Wealth Advisors

$9M157K0.15%Q1 2026 11

WELLS FARGO & COMPANY/MN

$8M145K0.00%Q1 2026 12

Linscomb Wealth, Inc.

$8M138K0.36%Q1 2026 13

ROYAL BANK OF CANADA

$7M129K0.00%Q1 2026 14

Kathleen S. Wright Associates Inc.

$7M134K2.78%Q3 2025 15

$7M124K0.01%Q1 2026 16

Amplius Wealth Advisors, LLC

$7M115K0.56%Q1 2026 17

TopTier Wealth Management, LLC

$5M95K3.38%Q1 2026 18

Shore Point Advisors, LLC

$5M94K2.16%Q1 2026 19

Private Advisor Group, LLC

$5M80K0.02%Q1 2026 20

Waverly Advisors, LLC

$5M79K0.03%Q1 2026

Page 1 of 9

149 more holders available. Log in →