Who owns WisdomTree U.S. SmallCap Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EES from SEC Form 13F filings across 170 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 170 institutions disclosed 6.6M shares of WisdomTree U.S. SmallCap Fund worth $445.3M — about 61.5% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
170
13F holders
$445.3M
value, 2026 filers
61.5%
of shares outstanding (6.6M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EES's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 743,249 | $50.4M | 0.0% | 6.9% | +1.1% |
| 2 | UBS Group AG | 705,777 | $47.8M | 0.0% | 6.6% | -1.4% |
| 3 | LPL Financial LLC | 595,597 | $40.4M | 0.0% | 5.6% | +0.1% |
| 4 | BANK OF AMERICA CORP /DE/ | 492,642 | $33.4M | 0.0% | 4.6% | -6.5% |
| 5 | AMERIPRISE FINANCIAL INC | 445,820 | $30.2M | 0.0% | 4.2% | -1.5% |
| 6 | Cetera Investment Advisers | 346,942 | $23.5M | 0.0% | 3.2% | -4.1% |
| 7 | Savant Capital, LLC | 340,257 | $21.4M | 0.1% | 3.2% | +96.4% |
| 8 | Key Financial Inc | 293,975 | $19.9M | 3.3% | 2.7% | +2.1% |
| 9 | RAYMOND JAMES FINANCIAL INC | 147,585 | $10.0M | 0.0% | 1.4% | -27.7% |
| 10 | WELLS FARGO & COMPANY/MN | 144,722 | $9.8M | 0.0% | 1.3% | -0.5% |
| 11 | Arkadios Wealth Advisors | 138,763 | $9.4M | 0.1% | 1.3% | -11.4% |
| 12 | Linscomb Wealth, Inc. | 132,932 | $9.0M | 0.4% | 1.2% | -3.9% |
| 13 | ROYAL BANK OF CANADA | 132,675 | $9.0M | 0.0% | 1.2% | +2.7% |
| 14 | Mariner, LLC | 107,319 | $7.3M | 0.0% | 1% | -13.6% |
| 15 | Shore Point Advisors, LLC | 93,890 | $6.4M | 2.2% | 0.9% | -0.4% |
| 16 | TopTier Wealth Management, LLC | 93,282 | $6.3M | 3.8% | 0.9% | -1.5% |
| 17 | Waverly Advisors, LLC | 78,844 | $5.3M | 0.0% | 0.7% | -0.1% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 76,582 | $5.2M | 0.0% | 0.7% | -2.4% |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,292 | $5.0M | 0.0% | 0.7% | +57.6% |
| 20 | Amplius Wealth Advisors, LLC | 65,656 | $4.5M | 0.3% | 0.6% | -42.8% |
| 21 | OSAIC HOLDINGS, INC. | 65,232 | $4.4M | 0.0% | 0.6% | +57.5% |
| 22 | CULBERTSON A N & CO INC | 61,043 | $4.1M | 0.5% | 0.6% | -1.1% |
| 23 | NewSquare Capital LLC | 57,355 | $3.9M | 0.3% | 0.5% | +2.4% |
| 24 | Rockefeller Capital Management L.P. | 50,093 | $3.4M | 0.0% | 0.5% | +6.9% |
| 25 | JPMORGAN CHASE & CO | 49,359 | $3.3M | 0.0% | 0.5% | +1.1% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.