Wisdomtree US Smallcap FundEESETF
13F holders, Q4 2025 (December 31)166holders +18
20new positions
7sold out
2famous investors
$56.94avg. 13F price*
At the end of Q4 2025, 166 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings, up 18 from Q3 2025. 20 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($41.7M), UBS Group AG ($41.0M) and LPL Financial LLC ($33.0M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Smallcap Fund
- CUSIP
- 97717W562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $8.3M |
| Exits | 7 | $4.1M |
All 13F filers, Q3 2025 → Q4 2025: 409,426 shares bought and 410,843 shares sold, net −1,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Morgan Stanley | 0.00% | Reduce -3.7% | 733,144 | $41.7M |
| UBS Group AG | 0.01% | Reduce -1.4% | 720,592 | $41.0M |
| LPL Financial LLC | 0.01% | Add +5.2% | 580,190 | $33.0M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 546,338 | $31.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.9% | 463,887 | $26.4M |
| Cetera Investment Advisers | 0.02% | Add +2.9% | 376,996 | $21.5M |
| Key Financial Inc | 2.95% | Add +3.1% | 284,006 | $16.2M |
| Shore Point Advisors, LLC | 6.35% | Reduce -0.3% | 263,725 | $15.0M |
| Savant Capital, LLC | 0.06% | Reduce -7.6% | 182,618 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Add +3.9% | 174,318 | $9.9M |
| Linscomb Wealth, Inc. | 0.38% | Reduce -3.7% | 158,502 | $9.0M |
| Arkadios Wealth Advisors | 0.18% | Add +26.5% | 158,396 | $9.0M |
| Wells Fargo & Company | 0.00% | Add +15.2% | 141,392 | $8.0M |
| Amplius Wealth Advisors, LLC | 0.57% | Reduce -2.4% | 119,390 | $6.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.0% | 101,675 | $5.8M |
| TopTier Wealth Management, LLC | 3.67% | — | 95,044 | $5.4M |
| Waverly Advisors, LLC | 0.04% | Reduce -0.2% | 79,105 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -31.5% | 77,682 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Add +17.6% | 73,194 | $4.2M |
| Merit Financial Group, LLC | 0.03% | New | 64,594 | $3.7M |
| Culbertson A N & Co. Inc. | 0.48% | Reduce -1.0% | 61,811 | $3.5M |
| Insight Advisors, LLC/ PA | 0.47% | Add +34.7% | 54,192 | $3.1M |
| NewSquare Capital LLC | 0.27% | Add +10.0% | 53,713 | $3.1M |
| Mariner, LLC | 0.00% | Add +846.8% | 51,193 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -0.4% | 49,133 | $2.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +380.0% | 46,139 | $2.6M |
| Atria Investments, Inc | 0.03% | Reduce -10.6% | 45,103 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 44,796 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.8% | 42,569 | $2.4M |
| &partners | 0.01% | Add +0.0% | 34,577 | $2.0M |
| Dala Group, LLC | 1.31% | — | 26,569 | $1.5M |
| Creative Planning | 0.00% | Add +1.7% | 25,869 | $1.5M |
| Smartleaf Asset Management LLC | 0.05% | Add +35.8% | 25,109 | $1.4M |
| Claris Financial LLC | 0.74% | Reduce -49.9% | 24,437 | $1.4M |
| Optima Capital LLC | 0.60% | Add +0.0% | 24,240 | $1.4M |
| Jane Street Group, LLC | 0.00% | New | 23,842 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.9% | 23,022 | $1.3M |
| Global Retirement Partners, LLC | 0.02% | Reduce -5.0% | 22,397 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -12.4% | 21,983 | $1.3M |
| New Perspectives, Inc | 0.43% | Reduce -6.2% | 21,928 | $1.2M |
| Howard Wealth Management, LLC | 0.48% | No change | 19,170 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +64.2% | 18,469 | $1.1M |
| Moller Wealth Partners | 0.22% | Reduce -0.2% | 18,397 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.6% | 18,129 | $1.0M |
| Three Bearings Fiduciary Advisors, Inc. | 0.96% | — | 17,146 | $1.0M |
| Lanark Financial, Inc. | 0.08% | Add +56.0% | 17,762 | $1.0M |
| Forefront Analytics, LLC | 0.89% | Reduce -0.9% | 17,760 | $1.0M |
| Cwm, LLC | 0.00% | Add +24.0% | 15,506 | $883K |
| Larson Financial Group LLC | 0.03% | Reduce -1.8% | 15,121 | $861K |
| Goldman Sachs Group Inc. | 0.00% | No change | 15,029 | $856K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.9% | 14,493 | $825K |
| Titleist Asset Management, LLC | 0.06% | New | 13,501 | $769K |
| Oxler Private Wealth LLC | 0.20% | Reduce -6.2% | 11,862 | $675K |
| Means Investment Co., Inc. | 0.05% | Add +0.2% | 10,902 | $621K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 10,740 | $611K |
| KMG Fiduciary Partners, LLC | 0.04% | Add +0.3% | 10,599 | $603K |
| HighPoint Advisor Group LLC | 0.01% | New | 10,339 | $589K |
| Two Sigma Investments, LP | 0.00% | Add +140.5% | 10,100 | $575K |
| S.A. Mason LLC | 0.21% | No change | 9,450 | $538K |
| Columbia River Financial Group, LLC | 0.32% | No change | 9,175 | $522K |
| Roble, Belko & Company, Inc | 0.07% | New | 9,000 | $512K |
| Nemes Rush Group LLC | 0.05% | Reduce -2.5% | 8,956 | $510K |
| Betterment LLC | 0.00% | Reduce -5.7% | 8,757 | $499K |
| US Bancorp \de | 0.00% | No change | 8,577 | $488K |
| RFG Advisory, LLC | 0.01% | Add +41.3% | 8,363 | $476K |
| Smithbridge Asset Management Inc. | 0.04% | Add +81.1% | 8,058 | $459K |
| MML Investors Services, LLC | 0.00% | Reduce -0.4% | 7,842 | $446K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,728 | $440K |
| Essential Planning, LLC. | 0.14% | Reduce -3.4% | 7,538 | $429K |
| Modera Wealth Management, LLC | 0.00% | Add +7.3% | 7,321 | $417K |
| Claro Advisors Inc. | 0.05% | Reduce -14.2% | 7,049 | $401K |
| Freedom Investment Management, Inc. | 0.12% | Reduce -0.1% | 7,030 | $400K |
| Harbour Investments, Inc. | 0.01% | Add +12.2% | 6,854 | $390K |
| DAVENPORT & Co LLC | 0.00% | Reduce -11.1% | 6,741 | $384K |
| Empowered Funds, LLC | 0.01% | Reduce -5.1% | 6,722 | $383K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +3.2% | 6,666 | $380K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -14.8% | 6,262 | $374K |
| Sanctuary Advisors, LLC | 0.00% | New | 6,523 | $371K |
| Blair William & Co. | 0.00% | Reduce -3.4% | 6,419 | $365K |
| Precedent Wealth Partners, LLC | 0.08% | Reduce -10.0% | 6,418 | $365K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 6,195 | $363K |
| FMR LLC | 0.00% | Reduce -0.0% | 6,278 | $357K |
| Savvy Advisors, Inc. | 0.01% | Add +5.1% | 6,212 | $354K |
| PSI Advisors, LLC | 0.08% | Reduce -1.3% | 5,893 | $335K |
| World Equity Group, Inc. | 0.09% | Add +0.4% | 5,826 | $332K |
| Howard Bailey Securities, LLC | 0.13% | Reduce -91.9% | 5,702 | $325K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,668 | $323K |
| Capital Management Corp. | 0.05% | No change | 5,417 | $308K |
| Wilson & Boucher Capital Management, LLC | 0.20% | No change | 5,400 | $307K |
| Uhlmann Price Securities, LLC | 0.18% | Add +0.3% | 5,239 | $298K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 5,210 | $297K |
| Advisory Services Network, LLC | 0.00% | Add +0.3% | 5,195 | $296K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.9% | 5,128 | $292K |
| IHT Wealth Management, LLC | 0.01% | Reduce -5.6% | 5,064 | $288K |
| Berger Financial Group, Inc | 0.02% | No change | 4,963 | $283K |
| Crux Wealth Advisors | 0.10% | Reduce -2.3% | 4,744 | $270K |
| Equitable Holdings, Inc. | 0.00% | Reduce -6.3% | 4,498 | $256K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.6% | 4,349 | $248K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 4,290 | $244K |
| Focus Partners Wealth | 0.00% | Add +11.8% | 4,222 | $240K |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.