Wisdomtree US Smallcap FundEESETF
13F holders, Q1 2026 (March 31)165holders −1
10new positions
11sold out
3famous investors
$58.05avg. 13F price*
At the end of Q1 2026, 165 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings, down 1 from Q4 2025. 10 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($42.7M), UBS Group AG ($41.5M) and LPL Financial LLC ($34.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Wisdomtree US Smallcap Fund
- CUSIP
- 97717W562
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.9M |
| Exits | 11 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 315,201 shares bought and 413,341 shares sold, net −98,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Morgan Stanley | 0.00% | Add +0.3% | 735,205 | $42.7M |
| UBS Group AG | 0.01% | Reduce -0.7% | 715,763 | $41.5M |
| LPL Financial LLC | 0.01% | Add +2.5% | 594,789 | $34.5M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 526,995 | $30.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.4% | 452,810 | $26.3M |
| Cetera Investment Advisers | 0.02% | Reduce -4.1% | 361,609 | $21.0M |
| Key Financial Inc | 2.98% | Add +1.4% | 288,039 | $16.7M |
| Raymond James Financial Inc. | 0.00% | Add +17.2% | 204,225 | $11.9M |
| Savant Capital, LLC | 0.05% | Reduce -5.1% | 173,284 | $10.1M |
| Arkadios Wealth Advisors | 0.15% | Reduce -1.1% | 156,634 | $9.1M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 145,477 | $8.4M |
| Linscomb Wealth, Inc. | 0.36% | Reduce -12.7% | 138,348 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +27.1% | 129,174 | $7.5M |
| Mariner, LLC | 0.01% | Add +142.5% | 124,150 | $7.2M |
| Amplius Wealth Advisors, LLC | 0.56% | Reduce -3.8% | 114,870 | $6.7M |
| TopTier Wealth Management, LLC | 3.38% | Reduce -0.3% | 94,730 | $5.5M |
| Shore Point Advisors, LLC | 2.16% | Reduce -64.3% | 94,288 | $5.5M |
| Private Advisor Group, LLC | 0.02% | Add +9.1% | 79,828 | $4.6M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.3% | 78,904 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.1% | 78,495 | $4.6M |
| Merit Financial Group, LLC | 0.03% | Add +17.1% | 75,635 | $4.4M |
| Culbertson A N & Co. Inc. | 0.46% | Reduce -0.2% | 61,709 | $3.6M |
| NewSquare Capital LLC | 0.28% | Add +4.3% | 56,017 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +8.9% | 48,798 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Add +819.4% | 47,148 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 46,878 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -6.4% | 45,999 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -2.0% | 44,195 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.7% | 41,422 | $2.4M |
| &partners | 0.01% | Add +0.0% | 34,578 | $2.0M |
| Smartleaf Asset Management LLC | 0.06% | Add +12.2% | 28,163 | $1.6M |
| Creative Planning | 0.00% | Add +0.8% | 26,080 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.4% | 24,264 | $1.4M |
| Optima Capital LLC | 0.65% | Add +0.0% | 24,245 | $1.4M |
| Claris Financial LLC | 0.77% | Reduce -0.9% | 24,219 | $1.4M |
| Kestra Advisory Services, LLC | 0.00% | Add +1.6% | 22,328 | $1.3M |
| New Perspectives, Inc | 0.42% | Reduce -4.6% | 20,913 | $1.2M |
| Lanark Financial, Inc. | 0.09% | Add +17.6% | 20,897 | $1.2M |
| Howard Wealth Management, LLC | 0.47% | Add +0.1% | 19,183 | $1.1M |
| Two Sigma Investments, LP | 0.00% | Add +83.2% | 18,500 | $1.1M |
| Moller Wealth Partners | 0.21% | No change | 18,397 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.5% | 18,041 | $1.0M |
| Three Bearings Fiduciary Advisors, Inc. | 0.96% | No change | 17,146 | $995K |
| Avidian Wealth Enterprises, LLC | 0.03% | New | 16,896 | $981K |
| Cwm, LLC | 0.00% | Add +0.0% | 15,507 | $900K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1621.8% | 15,186 | $882K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 15,051 | $874K |
| Larson Financial Group LLC | 0.03% | Reduce -2.1% | 14,796 | $859K |
| Jane Street Group, LLC | 0.00% | Reduce -38.9% | 14,578 | $846K |
| Titleist Asset Management, LLC | 0.06% | Add +3.5% | 13,974 | $811K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -7.7% | 13,374 | $776K |
| Oxler Private Wealth LLC | 0.21% | Reduce -4.0% | 11,388 | $661K |
| Means Investment Co., Inc. | 0.06% | Add +0.1% | 10,915 | $634K |
| Harbour Investments, Inc. | 0.01% | Add +57.9% | 10,825 | $628K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,740 | $623K |
| Citadel Advisors | 0.00% | New | 10,446 | $606K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -1.2% | 10,211 | $593K |
| Columbia River Financial Group, LLC | 0.32% | Add +4.3% | 9,571 | $555K |
| S.A. Mason LLC | 0.21% | No change | 9,450 | $549K |
| RFG Advisory, LLC | 0.01% | Add +1.6% | 8,498 | $493K |
| US Bancorp \de | 0.00% | Reduce -1.4% | 8,461 | $491K |
| Forefront Analytics, LLC | 0.43% | Reduce -53.6% | 8,232 | $478K |
| Betterment LLC | 0.00% | Reduce -7.3% | 8,116 | $471K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -23.5% | 8,106 | $471K |
| Dala Group, LLC | 0.39% | Reduce -69.9% | 8,008 | $464K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +16.4% | 7,760 | $450K |
| Nemes Rush Group LLC | 0.04% | Reduce -13.5% | 7,743 | $449K |
| Cresset Asset Management, LLC | 0.00% | No change | 7,728 | $449K |
| Essential Planning, LLC. | 0.14% | No change | 7,538 | $438K |
| Modera Wealth Management, LLC | 0.01% | No change | 7,321 | $425K |
| Claro Advisors Inc. | 0.05% | Add +0.1% | 7,054 | $409K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 6,271 | $394K |
| Precedent Wealth Partners, LLC | 0.08% | Add +5.2% | 6,749 | $392K |
| AQR Capital Management | 0.00% | Add +89.3% | 6,720 | $390K |
| Freedom Investment Management, Inc. | 0.11% | Reduce -5.4% | 6,652 | $386K |
| FMR LLC | 0.00% | Add +4.0% | 6,530 | $379K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.1% | 6,528 | $379K |
| Blair William & Co. | 0.00% | No change | 6,419 | $373K |
| Savvy Advisors, Inc. | 0.01% | Add +0.0% | 6,213 | $361K |
| DAVENPORT & Co LLC | 0.00% | Reduce -8.8% | 6,146 | $357K |
| PSI Advisors, LLC | 0.08% | No change | 5,893 | $342K |
| World Equity Group, Inc. | 0.09% | Reduce -0.3% | 5,811 | $337K |
| Howard Bailey Securities, LLC | 0.13% | Reduce -1.1% | 5,641 | $327K |
| Laurel Wealth Advisors LLC | 0.03% | Add +16.5% | 4,870 | $312K |
| Western Wealth Management, LLC | 0.01% | New | 5,339 | $310K |
| Uhlmann Price Securities, LLC | 0.02% | Add +0.2% | 5,250 | $305K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 5,210 | $302K |
| Advisory Services Network, LLC | 0.00% | Add +0.2% | 5,205 | $302K |
| Insight Advisors, LLC/ PA | 0.06% | Reduce -90.5% | 5,146 | $299K |
| IHT Wealth Management, LLC | 0.01% | Add +0.0% | 5,066 | $294K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -22.8% | 4,781 | $280K |
| Crux Wealth Advisors | 0.11% | Add +0.2% | 4,753 | $276K |
| MML Investors Services, LLC | 0.00% | Reduce -40.6% | 4,654 | $270K |
| Capital Management Corp. | 0.05% | Reduce -15.2% | 4,592 | $267K |
| NewEdge Wealth, LLC | 0.00% | New | 4,380 | $254K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 4,290 | $249K |
| Essex Bank | 0.05% | No change | 4,200 | $244K |
| Equitable Holdings, Inc. | 0.00% | Reduce -7.6% | 4,158 | $237K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.5% | 4,064 | $236K |
| Captrust Financial Advisors | 0.00% | No change | 3,945 | $229K |
| LVM Capital Management Ltd. | 0.02% | Add +0.4% | 3,931 | $228K |
| Wilson & Boucher Capital Management, LLC | 0.15% | Reduce -27.8% | 3,900 | $226K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 3,900 | $226K |
| Smithbridge Asset Management Inc. | 0.03% | Reduce -51.8% | 3,888 | $226K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 3,876 | $225K |
| Berger Financial Group, Inc | 0.01% | Reduce -22.7% | 3,835 | $223K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 3,807 | $221K |
| D. E. Shaw & Co. | 0.00% | No change | 3,755 | $218K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,572 | $207K |
| Focus Partners Wealth | 0.00% | Reduce -16.1% | 3,542 | $206K |
| Laurel Oak Wealth Management, LLC | 0.03% | Reduce -9.0% | 3,537 | $205K |
| Clear Creek Financial Management, LLC | 0.02% | New | 3,498 | $203K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,417 | $198K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.8% | 3,285 | $191K |
| Asset Dedication, LLC | 0.01% | No change | 3,162 | $184K |
| Team Financial Group, LLC | 0.07% | Add +0.2% | 2,745 | $159K |
| Blue Trust, Inc. | 0.00% | No change | 2,708 | $157K |
| PNC Financial Services Group, Inc. | 0.00% | Add +64.6% | 2,642 | $153K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.1% | 2,350 | $136K |
| AE Wealth Management LLC | 0.00% | Reduce -23.5% | 2,274 | $132K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 2,143 | $124K |
| Fifth Third Bancorp | 0.00% | New | 1,946 | $113K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,900 | $110K |
| Citigroup Inc. | 0.00% | No change | 1,840 | $107K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,813 | $105K |
| Centaurus Financial, Inc. | 0.00% | New | 1,737 | $101K |
| Register Financial Advisors LLC | 0.04% | Add +9.4% | 1,648 | $96K |
| Jones Financial Companies LLLP | 0.00% | Add +21.9% | 1,665 | $95K |
| Ameriflex Group, Inc. | 0.04% | Add +0.1% | 1,356 | $79K |
| Financial Connections Group, Inc. | 0.03% | No change | 1,350 | $78K |
| BlackRock, Inc. | 0.00% | New | 1,333 | $77K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,200 | $70K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 1,032 | $60K |
| Rothschild Investment LLC | 0.00% | No change | 900 | $52K |
| Assetmark, Inc. | 0.00% | Add +15.1% | 864 | $50K |
| Horizons Wealth Management | 0.03% | No change | 832 | $48K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.1% | 661 | $38K |
| IFP Advisors, Inc | 0.00% | Reduce -1.4% | 615 | $36K |
| Root Financial Partners, LLC | 0.00% | No change | 567 | $33K |
| Allworth Financial LP | 0.00% | Add +9.8% | 563 | $33K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.2% | 539 | $31K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 410 | $24K |
| NFSG Corp | 0.00% | No change | 375 | $22K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -35.4% | 365 | $21K |
| Ascentis Independent Advisors | 0.00% | New | 282 | $16K |
| Ankerstar Wealth, LLC | 0.02% | No change | 264 | $15K |
| PlanVest Financial, Inc | 0.01% | — | 258 | $15K |
| Vanguard Advisers Inc. | 0.00% | — | 250 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 249 | $14K |
| Addison Advisors LLC | 0.00% | No change | 225 | $13K |
| Cheviot Value Management, LLC | 0.00% | No change | 199 | $12K |
| Covestor Ltd | 0.01% | Add +42.9% | 190 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Add +30.1% | 173 | $10K |
| Johnson Financial Group, Inc. | 0.00% | No change | 160 | $9K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 153 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 106 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 95 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 100 | $5K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 73 | $4K |
| Dunhill Financial, LLC | 0.00% | Reduce -1.6% | 62 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 53 | $3K |
| NBT Bank, N.A. | 0.00% | Reduce -36.8% | 36 | $2K |
| Operose Advisors LLC | 0.00% | No change | 27 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +20.0% | 18 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $35 |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.