13F Insight
DOSSIER · 13F Holders · Q2 2026
EES

WISDOMTREE TR

180 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W562·180 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$357M
visible holders
Holders
180
filers reporting
Concentration
14.10%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

180 institutions reported EES in Q2 2026. MORGAN STANLEY leads at 14.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$50M743K0.00%Q2 202602
UBS Group AG
CIK 0001610520
$48M706K0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$40M596K0.01%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$33M493K0.00%Q2 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M446K0.01%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$24M347K0.02%Q2 202607
Savant Capital, LLC
CIK 0001482880
$21M340K0.06%Q2 202608
Key FInancial Inc
CIK 0001801720
$20M294K3.26%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M148K0.00%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M145K0.00%Q2 202611
Arkadios Wealth Advisors
CIK 0001800798
$9M139K0.14%Q2 202612
Linscomb Wealth, Inc.
CIK 0001313294
$9M133K0.39%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$9M133K0.00%Q2 202614
Kathleen S. Wright Associates Inc.
CIK 0001908433
$7M134K2.78%Q3 202515
Mariner, LLC
CIK 0001373442
$7M107K0.01%Q2 202616
Shore Point Advisors, LLC
CIK 0001907092
$6M94K2.18%Q2 202617
TopTier Wealth Management, LLC
CIK 0002109367
$6M93K3.82%Q2 202618
Waverly Advisors, LLC
CIK 0001568787
$5M79K0.03%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M77K0.00%Q2 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M74K0.00%Q2 2026
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