WisdomTree Trust - EES

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$384.8M

QoQ value delta ($000)

+$3.95M (+1.04%)

Implied price effect (QoQ)

+1.94%

Total shares

6,631,831

QoQ shares delta

-59,026 (-0.88%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 161 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	42,677	735,205	0.0%
UBS Group AG	41,549	715,763	0.01%
LPL Financial LLC	34,526	594,789	0.01%
BANK OF AMERICA CORP /DE/	30,591	526,995	0.0%
AMERIPRISE FINANCIAL INC	26,288	452,810	0.01%
Cetera Investment Advisers	20,990	361,609	0.02%
Key FInancial Inc	16,720	288,039	2.98%
RAYMOND JAMES FINANCIAL INC	11,854	204,225	0.0%
Savant Capital, LLC	10,058	173,284	0.05%
Arkadios Wealth Advisors	9,092	156,634	0.15%
WELLS FARGO & COMPANY/MN	8,444	145,477	0.0%
Linscomb Wealth, Inc.	8,030	138,348	0.36%
ROYAL BANK OF CANADA	7,499	129,174	0.0%
Mariner, LLC	7,206	124,150	0.01%
Amplius Wealth Advisors, LLC	6,668	114,870	0.56%
TopTier Wealth Management, LLC	5,498	94,730	3.38%
Shore Point Advisors, LLC	5,473	94,288	2.16%
Private Advisor Group, LLC	4,633	79,828	0.02%
Waverly Advisors, LLC	4,580	78,904	0.03%
ENVESTNET ASSET MANAGEMENT INC	4,556	78,495	0.0%
Merit Financial Group, LLC	4,390	75,635	0.03%
CULBERTSON A N & CO INC	3,582	61,709	0.46%
NewSquare Capital LLC	3,251	56,017	0.28%
JPMORGAN CHASE & CO	2,781	48,798	0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	2,736	47,148	0.0%