WisdomTree Trust - EES

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$444.9M
QoQ value delta ($000)
-$356K (-0.08%)
Implied price effect (QoQ)
-0.02%
Shares
Total shares
6,590,381
QoQ shares delta
-3,675 (-0.06%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (EES)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 7 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 50,384 743,249 0.0%
UBS Group AG 47,844 705,777 0.01%
LPL Financial LLC 40,375 595,597 0.01%
BANK OF AMERICA CORP /DE/ 33,396 492,642 0.0%
AMERIPRISE FINANCIAL INC 30,225 445,820 0.01%
Cetera Investment Advisers 23,519 346,942 0.02%
Savant Capital, LLC 21,378 340,257 0.06%
Key FInancial Inc 19,928 293,975 3.26%
RAYMOND JAMES FINANCIAL INC 10,004 147,585 0.0%
WELLS FARGO & COMPANY/MN 9,810 144,722 0.0%
Arkadios Wealth Advisors 9,406 138,763 0.14%
Linscomb Wealth, Inc. 9,011 132,932 0.39%
ROYAL BANK OF CANADA 8,994 132,675 0.0%
Mariner, LLC 7,275 107,319 0.01%
Shore Point Advisors, LLC 6,364 93,890 2.18%
TopTier Wealth Management, LLC 6,323 93,282 3.82%
Waverly Advisors, LLC 5,344 78,844 0.03%
ENVESTNET ASSET MANAGEMENT INC 5,191 76,582 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 5,036 74,292 0.0%
Amplius Wealth Advisors, LLC 4,450 65,656 0.33%
OSAIC HOLDINGS, INC. 4,422 65,232 0.01%
CULBERTSON A N & CO INC 4,138 61,043 0.48%
NewSquare Capital LLC 3,888 57,355 0.29%
Rockefeller Capital Management L.P. 3,395 50,093 0.01%
JPMORGAN CHASE & CO 3,335 49,359 0.0%