WisdomTree Trust - EES

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$380.8M

QoQ value delta ($000)

+$18.24M (+5.03%)

Implied price effect (QoQ)

+1.9%

Total shares

6,690,292

QoQ shares delta

+199,010 (+3.07%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 6 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	41,737	733,144	0.0%
UBS Group AG	41,023	720,592	0.01%
LPL Financial LLC	33,030	580,190	0.01%
BANK OF AMERICA CORP /DE/	31,103	546,338	0.0%
AMERIPRISE FINANCIAL INC	26,409	463,887	0.01%
Cetera Investment Advisers	21,462	376,996	0.02%
Key FInancial Inc	16,168	284,006	2.95%
Shore Point Advisors, LLC	15,013	263,725	6.35%
Savant Capital, LLC	10,396	182,618	0.06%
RAYMOND JAMES FINANCIAL INC	9,923	174,318	0.0%
Linscomb Wealth, Inc.	9,023	158,502	0.38%
Arkadios Wealth Advisors	9,017	158,396	0.17%
WELLS FARGO & COMPANY/MN	8,049	141,392	0.0%
Amplius Wealth Advisors, LLC	6,796	119,390	0.57%
ROYAL BANK OF CANADA	5,789	101,675	0.0%
TopTier Wealth Management, LLC	5,410	95,044	3.67%
Waverly Advisors, LLC	4,503	79,105	0.04%
ENVESTNET ASSET MANAGEMENT INC	4,422	77,682	0.0%
Private Advisor Group, LLC	4,166	73,194	0.02%
Merit Financial Group, LLC	3,677	64,594	0.03%
CULBERTSON A N & CO INC	3,518	61,811	0.48%
Insight Advisors, LLC/ PA	3,085	54,192	0.47%
NewSquare Capital LLC	3,057	53,713	0.27%
Mariner, LLC	2,914	51,193	0.0%
STIFEL FINANCIAL CORP	2,797	49,133	0.0%