Wisdomtree US Smallcap FundEESETF
13F holders, Q2 2026 (June 30)170holders +5
16new positions
8sold out
3famous investors
$67.53avg. 13F price*
At the end of Q2 2026, 170 institutions reported holding Wisdomtree US Smallcap Fund (EES) in their 13F filings, up 5 from Q1 2026. 16 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($50.4M), UBS Group AG ($47.8M) and LPL Financial LLC ($40.4M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $2.8M |
| Exits | 8 | $1.2M |
All 13F filers, Q1 2026 → Q2 2026: 340,467 shares bought and 344,493 shares sold, net −4,026 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| Morgan Stanley | 0.00% | Add +1.1% | 743,249 | $50.4M |
| UBS Group AG | 0.01% | Reduce -1.4% | 705,777 | $47.8M |
| LPL Financial LLC | 0.01% | Add +0.1% | 595,597 | $40.4M |
| Bank of America Corp. | 0.00% | Reduce -6.5% | 492,642 | $33.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.5% | 445,820 | $30.2M |
| Cetera Investment Advisers | 0.02% | Reduce -4.1% | 346,942 | $23.5M |
| Savant Capital, LLC | 0.06% | Add +96.4% | 340,257 | $21.4M |
| Key Financial Inc | 3.26% | Add +2.1% | 293,975 | $19.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -27.7% | 147,585 | $10.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 144,722 | $9.8M |
| Arkadios Wealth Advisors | 0.14% | Reduce -11.4% | 138,763 | $9.4M |
| Linscomb Wealth, Inc. | 0.39% | Reduce -3.9% | 132,932 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 132,675 | $9.0M |
| Mariner, LLC | 0.01% | Reduce -13.6% | 107,319 | $7.3M |
| Shore Point Advisors, LLC | 2.18% | Reduce -0.4% | 93,890 | $6.4M |
| TopTier Wealth Management, LLC | 3.82% | Reduce -1.5% | 93,282 | $6.3M |
| Waverly Advisors, LLC | 0.03% | Reduce -0.1% | 78,844 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.4% | 76,582 | $5.2M |
| Susquehanna International Group, LLP | 0.00% | Add +57.6% | 74,292 | $5.0M |
| Amplius Wealth Advisors, LLC | 0.33% | Reduce -42.8% | 65,656 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Add +57.5% | 65,232 | $4.4M |
| Culbertson A N & Co. Inc. | 0.48% | Reduce -1.1% | 61,043 | $4.1M |
| NewSquare Capital LLC | 0.29% | Add +2.4% | 57,355 | $3.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.9% | 50,093 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 49,359 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -39.9% | 47,989 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +2.7% | 47,249 | $3.2M |
| Merit Financial Group, LLC | 0.02% | Reduce -41.0% | 44,589 | $3.0M |
| &partners | 0.01% | Add +13.7% | 39,324 | $2.7M |
| Citadel Advisors | 0.00% | Add +212.0% | 32,589 | $2.2M |
| Smartleaf Asset Management LLC | 0.06% | No change | 28,163 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -38.7% | 27,111 | $1.8M |
| Creative Planning | 0.00% | Reduce -0.9% | 25,857 | $1.8M |
| Optima Capital LLC | 0.65% | Add +0.0% | 24,255 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.6% | 23,378 | $1.6M |
| Lanark Financial, Inc. | 0.10% | Add +4.7% | 21,887 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.7% | 20,831 | $1.4M |
| New Perspectives, Inc | 0.43% | Reduce -1.8% | 20,533 | $1.4M |
| Global Retirement Partners, LLC | 0.02% | — | 20,207 | $1.4M |
| Howard Wealth Management, LLC | 0.48% | Reduce -0.0% | 19,178 | $1.3M |
| Moller Wealth Partners | 0.23% | No change | 18,397 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.8% | 17,892 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.0% | 16,897 | $1.1M |
| Three Bearings Fiduciary Advisors, Inc. | 1.02% | Reduce -2.2% | 16,774 | $1.1M |
| Western Wealth Management, LLC | 0.04% | Add +213.9% | 16,761 | $1.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 15,186 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 15,029 | $1.0M |
| Larson Financial Group LLC | 0.03% | Reduce -1.8% | 14,536 | $985K |
| Titleist Asset Management, LLC | 0.06% | Reduce -0.8% | 13,864 | $940K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -6.0% | 12,575 | $852K |
| Jane Street Group, LLC | 0.00% | Reduce -14.3% | 12,489 | $847K |
| HighPoint Advisor Group LLC | 0.03% | Add +12.3% | 11,463 | $777K |
| Oxler Private Wealth LLC | 0.21% | Reduce -4.9% | 10,825 | $734K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.1% | 10,819 | $733K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 10,740 | $728K |
| Means Investment Co., Inc. | 0.05% | Reduce -3.1% | 10,572 | $717K |
| Two Sigma Investments, LP | 0.00% | Reduce -43.2% | 10,500 | $712K |
| S.A. Mason LLC | 0.20% | No change | 9,450 | $641K |
| Columbia River Financial Group, LLC | 0.34% | Reduce -1.3% | 9,448 | $640K |
| AQR Capital Management | 0.00% | Add +40.2% | 9,421 | $639K |
| RFG Advisory, LLC | 0.01% | Add +0.6% | 8,550 | $580K |
| US Bancorp \de | 0.00% | No change | 8,461 | $574K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +4.6% | 8,119 | $550K |
| MML Investors Services, LLC | 0.00% | Add +71.8% | 7,997 | $542K |
| Cresset Asset Management, LLC | 0.00% | Add +3.0% | 7,963 | $540K |
| Nemes Rush Group LLC | 0.04% | Reduce -0.7% | 7,687 | $521K |
| Betterment LLC | 0.00% | Reduce -5.8% | 7,646 | $518K |
| Essential Planning, LLC. | 0.14% | Add +0.0% | 7,540 | $511K |
| Chicago Partners Investment Group LLC | 0.01% | Add +19.4% | 7,487 | $502K |
| Claro Advisors Inc. | 0.05% | Add +0.2% | 7,066 | $479K |
| Forefront Analytics, LLC | 0.52% | Reduce -14.7% | 7,020 | $476K |
| Freedom Investment Management, Inc. | 0.13% | Add +5.4% | 7,009 | $475K |
| Precedent Wealth Partners, LLC | 0.08% | Reduce -0.3% | 6,728 | $456K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.8% | 6,475 | $439K |
| FMR LLC | 0.00% | Reduce -1.3% | 6,447 | $437K |
| Blair William & Co. | 0.00% | No change | 6,419 | $435K |
| Dala Group, LLC | 0.35% | Reduce -21.9% | 6,255 | $424K |
| Savvy Advisors, Inc. | 0.01% | Add +0.0% | 6,215 | $421K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.4% | 6,121 | $415K |
| World Equity Group, Inc. | 0.09% | No change | 5,811 | $394K |
| PSI Advisors, LLC | 0.09% | Reduce -2.5% | 5,743 | $389K |
| NewEdge Wealth, LLC | 0.00% | Add +29.7% | 5,681 | $385K |
| Uhlmann Price Securities, LLC | 0.01% | Add +0.4% | 5,273 | $357K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -0.2% | 5,200 | $353K |
| IHT Wealth Management, LLC | 0.01% | Add +0.1% | 5,069 | $344K |
| Advisory Services Network, LLC | 0.00% | Reduce -5.0% | 4,946 | $335K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -1.0% | 4,820 | $327K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 4,807 | $324K |
| Fiduciary Financial Advisors | 0.03% | New | 4,768 | $323K |
| Howard Bailey Securities, LLC | 0.12% | Reduce -17.2% | 4,671 | $317K |
| Crux Wealth Advisors | 0.11% | Reduce -3.1% | 4,604 | $312K |
| Capital Management Corp. | 0.05% | Reduce -0.8% | 4,556 | $309K |
| Equitable Holdings, Inc. | 0.00% | Add +3.9% | 4,319 | $293K |
| Institute for Wealth Management, LLC. | 0.03% | No change | 4,290 | $291K |
| Essex Bank | 0.06% | No change | 4,200 | $285K |
| Janney Montgomery Scott LLC | 0.00% | No change | 4,064 | $275K |
| Captrust Financial Advisors | 0.00% | No change | 3,945 | $267K |
| LVM Capital Management Ltd. | 0.02% | No change | 3,931 | $266K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 3,900 | $264K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.4% | 3,859 | $262K |
| Berger Financial Group, Inc | 0.01% | No change | 3,835 | $260K |
| Arax Advisory Partners | 0.00% | New | 3,807 | $258K |
| Golden State Wealth Management, LLC | 0.02% | Add +597.6% | 3,760 | $255K |
| D. E. Shaw & Co. | 0.00% | No change | 3,755 | $255K |
| Smithbridge Asset Management Inc. | 0.03% | Reduce -3.9% | 3,738 | $253K |
| Modera Wealth Management, LLC | 0.00% | Reduce -50.5% | 3,621 | $245K |
| Laurel Oak Wealth Management, LLC | 0.03% | No change | 3,537 | $240K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 3,498 | $237K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -2.9% | 3,467 | $235K |
| Wesbanco Bank Inc. | 0.01% | New | 3,425 | $232K |
| Peak Financial Management, Inc. | 0.05% | New | 3,400 | $230K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.0% | 3,382 | $229K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,336 | $226K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.01% | New | 3,270 | $222K |
| Pinnacle Associates Ltd. | 0.00% | New | 3,270 | $222K |
| Summit Financial, LLC | 0.00% | New | 3,261 | $221K |
| Focus Partners Wealth | 0.00% | Reduce -8.2% | 3,252 | $220K |
| Cathy Pareto & Associates, Inc. | 0.13% | New | 3,228 | $219K |
| Sensible Money, LLC | 0.06% | New | 3,162 | $214K |
| Asset Dedication, LLC | 0.01% | No change | 3,162 | $214K |
| Joel Isaacson & Co., LLC | 0.01% | New | 3,022 | $205K |
| Wealthcare Capital Partners, LLC | 0.08% | New | 3,008 | $204K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -15.1% | 2,902 | $197K |
| AE Wealth Management LLC | 0.00% | Add +22.3% | 2,782 | $189K |
| Blue Trust, Inc. | 0.00% | No change | 2,708 | $184K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,642 | $179K |
| Jones Financial Companies LLLP | 0.00% | Add +46.7% | 2,443 | $164K |
| CoreCap Advisors, LLC | 0.00% | Reduce -4.0% | 2,256 | $153K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 2,143 | $145K |
| Fifth Third Bancorp | 0.00% | Reduce -1.8% | 1,912 | $130K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,900 | $129K |
| Centaurus Financial, Inc. | 0.00% | Add +7.5% | 1,867 | $127K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,813 | $123K |
| Register Financial Advisors LLC | 0.03% | Add +0.1% | 1,649 | $112K |
| Citigroup Inc. | 0.00% | Reduce -14.7% | 1,569 | $106K |
| Ameriflex Group, Inc. | 0.04% | Add +0.1% | 1,358 | $92K |
| BlackRock, Inc. | 0.00% | No change | 1,333 | $90K |
| Allworth Financial LP | 0.00% | Add +118.5% | 1,230 | $83K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,200 | $81K |
| Frazier Financial Advisors, LLC | 0.04% | No change | 1,032 | $70K |
| IFP Advisors, Inc | 0.00% | Add +55.6% | 957 | $65K |
| Rothschild Investment LLC | 0.00% | No change | 900 | $61K |
| Assetmark, Inc. | 0.00% | No change | 864 | $59K |
| Tounjian Advisory Partners, LLC | 0.02% | New | 745 | $50K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +0.5% | 664 | $45K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 410 | $28K |
| NFSG Corp | 0.00% | No change | 375 | $25K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 365 | $25K |
| Ascentis Independent Advisors | 0.05% | No change | 282 | $19K |
| Ankerstar Wealth, LLC | 0.01% | No change | 264 | $18K |
| PlanVest Financial, Inc | 0.01% | Add +0.4% | 259 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 249 | $17K |
| Cheviot Value Management, LLC | 0.00% | No change | 199 | $13K |
| Qube Research & Technologies Ltd | 0.00% | Add +3.5% | 179 | $12K |
| Johnson Financial Group, Inc. | 0.00% | No change | 160 | $11K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 153 | $10K |
| Covestor Ltd | 0.01% | Reduce -27.9% | 137 | $9K |
| GAMMA Investing LLC | 0.00% | No change | 106 | $7K |
| Vanguard Advisers Inc. | 0.00% | Reduce -64.4% | 89 | $6K |
| Coston, McIsaac & Partners | 0.00% | No change | 100 | $6K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 73 | $5K |
| Dunhill Financial, LLC | 0.00% | No change | 62 | $4K |
| Nova Wealth Management, Inc. | 0.00% | No change | 53 | $4K |
| EPG Wealth Management LLC | 0.00% | New | 40 | $3K |
| NBT Bank, N.A. | 0.00% | No change | 36 | $2K |
| Operose Advisors LLC | 0.00% | No change | 27 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 25 | $2K |
| Planning Strategies Inc. | 0.00% | — | 17 | $1K |
| Luminist Capital LLC | 0.00% | New | 7 | $475 |
| Farther Finance Advisors, LLC | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is EES's weight in each manager's 13F, not the share of Wisdomtree US Smallcap Fund the manager owns.