Vault-13

WISDOMTREE TR EES

US SMALLCAP FUND · ETP · CUSIP 97717W562

164 institutional holders -1 vs Q4 2025
6,607,4246.6m shares reported held*
$383.5mreported value*
10 new 58 added 51 reduced 11 sold out net sold ≈ $5.7m (-98.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($934.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.05.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 117Q4 22: 126Q1 23: 118Q2 23: 117Q3 23: 126Q4 23: 136Q1 24: 144Q2 24: 145Q3 24: 149Q4 24: 161Q1 25: 148Q2 25: 143Q3 25: 147Q4 25: 165Q1 26: 164164Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022117
Q4 2022126
Q1 2023118
Q2 2023117
Q3 2023126
Q4 2023136
Q1 2024144
Q2 2024145
Q3 2024149
Q4 2024161
Q1 2025148
Q2 2025143
Q3 2025147
Q4 2025165
Q1 2026164

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 24: 53 bought or addedQ2 24: 53 cut or sold outQ3 24: 48 bought or addedQ3 24: 69 cut or sold outQ3 24Q4 24: 41 bought or addedQ4 24: 65 cut or sold outQ1 25: 56 bought or addedQ1 25: 75 cut or sold outQ1 25Q2 25: 57 bought or addedQ2 25: 61 cut or sold outQ3 25: 61 bought or addedQ3 25: 56 cut or sold outQ3 25Q4 25: 62 bought or addedQ4 25: 60 cut or sold outQ1 26: 68 bought or addedQ1 26: 62 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245353
Q3 20244869
Q4 20244165
Q1 20255675
Q2 20255761
Q3 20256156
Q4 20256260
Q1 20266862

Biggest buyers

Mariner, LLC Added +72,957+73.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +42,020+42.0k
RAYMOND JAMES FINANCIAL INC Added +29,907+29.9k
ROYAL BANK OF CANADA Added +27,499+27.5k
Avidian Wealth Enterprises, LLC New +16,896+16.9k
LPL Financial LLC Added +14,599+14.6k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +14,304+14.3k
Merit Financial Group, LLC Added +11,041+11.0k
CITADEL ADVISORS LLC New +10,446+10.4k
TWO SIGMA INVESTMENTS, LP Added +8,400+8.4k

Biggest sellers

Shore Point Advisors, LLC Reduced -169,437-169.4k
Insight Advisors, LLC/ PA Reduced -49,046-49.0k
Linscomb Wealth, Inc. Reduced -20,154-20.2k
BANK OF AMERICA CORP /DE/ Reduced -19,343-19.3k
Dala Group, LLC Reduced -18,561-18.6k
Concurrent Investment Advisors, LLC Sold out -18,469-18.5k
Cetera Investment Advisers Reduced -15,387-15.4k
AMERIPRISE FINANCIAL INC Reduced -11,077-11.1k
Forefront Analytics, LLC Reduced -9,528-9.5k
Savant Capital, LLC Reduced -9,334-9.3k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 735,205735.2k $42.7m $42.7m 0.00% Added +2.1k +2,061
2 UBS Group AG 0.01% of their portfolio ZURICH, V8 715,763715.8k $41.5m $41.5m 0.01% Reduced -4.8k -4,829
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 594,789594.8k $34.5m $34.5m 0.01% Added +14.6k +14,599
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 526,995527.0k $30.6m $30.6m 0.00% Reduced -19.3k -19,343
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 452,810452.8k $26.3m $26.3m 0.01% Reduced -11.1k -11,077
6 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 361,609361.6k $21.0m $21.0m 0.02% Reduced -15.4k -15,387
7 Key Financial Inc 2.98% of their portfolio WEST CHESTER, PA 288,039288.0k $16.7m $16.7m 2.98% Added +4.0k +4,033
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 204,225204.2k $11.9m $11.9m 0.00% Added +29.9k +29,907
9 Savant Capital, LLC 0.05% of their portfolio ROCKFORD, IL 173,284173.3k $10.1m $10.1m 0.05% Reduced -9.3k -9,334
10 Arkadios Wealth Advisors 0.15% of their portfolio ATLANTA, GA 156,634156.6k $9.1m $9.1m 0.15% Reduced -1.8k -1,762
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 145,477145.5k $8.4m $8.4m 0.00% Added +4.1k +4,085
12 Linscomb Wealth, Inc. 0.36% of their portfolio Houston, TX 138,348138.3k $8.0m $8.0m 0.36% Reduced -20.2k -20,154
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 129,174129.2k $7.5m $7.5m 0.00% Added +27.5k +27,499
14 Mariner, LLC 0.01% of their portfolio Overland Park, KS 124,150124.2k $7.2m $7.2m 0.01% Added +73.0k +72,957
15 Amplius Wealth Advisors, LLC 0.56% of their portfolio BLUE BELL, PA 114,870114.9k $6.7m $6.7m 0.56% Reduced -4.5k -4,520
16 TopTier Wealth Management, LLC 3.38% of their portfolio MUSKEGO, WI 94,73094.7k $5.5m $5.5m 3.38% Reduced -314 -314
17 Shore Point Advisors, LLC 2.16% of their portfolio BRIELLE, NJ 94,28894.3k $5.5m $5.5m 2.16% Reduced -169.4k -169,437
18 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 79,82879.8k $4.6m $4.6m 0.02% Added +6.6k +6,634
19 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 78,90478.9k $4.6m $4.6m 0.03% Reduced -201 -201
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 78,49578.5k $4.6m $4.6m 0.00% Added +813 +813
21 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 75,63575.6k $4.4m $4.4m 0.03% Added +11.0k +11,041
22 CULBERTSON A N & CO INC 0.46% of their portfolio Charlottesville, VA 61,70961.7k $3.6m $3.6m 0.46% Reduced -102 -102
23 NewSquare Capital LLC 0.28% of their portfolio NEWTOWN SQUARE, PA 56,01756.0k $3.3m $3.3m 0.28% Added +2.3k +2,304
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 48,79848.8k $2.8m $2.8m 0.00% Added +4.0k +4,002
25 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 47,14847.1k $2.7m $2.7m 0.00% Added +42.0k +42,020
26 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 46,87846.9k $2.7m $2.7m 0.00% Added +739 +739
27 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 45,99946.0k $2.7m $2.7m 0.00% Reduced -3.1k -3,134
28 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 44,19544.2k $2.6m $2.6m 0.03% Reduced -908 -908
29 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,42241.4k $2.4m $2.4m 0.00% Reduced -1.1k -1,147
30 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 34,57834.6k $2.0m $2.0m 0.01% Added +1 +1
31 Smartleaf Asset Management LLC 0.06% of their portfolio BOSTON, MA 28,16328.2k $1.6m $1.6m 0.06% Added +3.1k +3,054
32 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 26,08026.1k $1.5m $1.5m 0.00% Added +211 +211
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,26424.3k $1.4m $1.4m 0.00% Added +1.2k +1,242
34 OPTIMA CAPITAL LLC 0.65% of their portfolio PORTLAND, OR 24,24524.2k $1.4m $1.4m 0.65% Added +5 +5
35 Claris Financial LLC 0.77% of their portfolio GLEN ALLEN, VA 24,21924.2k $1.4m $1.4m 0.77% Reduced -218 -218
36 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 22,32822.3k $1.3m $1.3m 0.00% Added +345 +345
37 New Perspectives, Inc 0.42% of their portfolio TOUGALOO, MS 20,91320.9k $1.2m $1.2m 0.42% Reduced -1.0k -1,015
38 LANARK FINANCIAL, INC. 0.09% of their portfolio BIRMINGHAM, AL 20,89720.9k $1.2m $1.2m 0.09% Added +3.1k +3,135
39 HOWARD WEALTH MANAGEMENT, LLC 0.47% of their portfolio Madison, CT 19,18319.2k $1.1m $1.1m 0.47% Added +13 +13
40 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 18,50018.5k $1.1m $1.1m 0.00% Added +8.4k +8,400
41 MOLLER WEALTH PARTNERS 0.21% of their portfolio NORTHFIELD, IL 18,39718.4k $1.1m $1.1m 0.21% Unchanged
42 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 18,04118.0k $1.0m $1.0m 0.01% Reduced -88 -88
43 Three Bearings Fiduciary Advisors, Inc. 0.96% of their portfolio HAMPTON, NH 17,14617.1k $995.3k $995.3k 0.96% Unchanged
44 Avidian Wealth Enterprises, LLC 0.03% of their portfolio Houston, TX 16,89616.9k $980.8k $980.8k 0.03% New
45 CWM, LLC 0.00% of their portfolio OMAHA, NE 15,50715.5k $900.1k $900.1k 0.00% Added +1 +1
46 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 15,18615.2k $881.5k $881.5k 0.00% Added +14.3k +14,304
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,05115.1k $873.7k $873.7k 0.00% Added +22 +22
48 Larson Financial Group LLC 0.03% of their portfolio ST LOUIS, MO 14,79614.8k $858.9k $858.9k 0.03% Reduced -325 -325
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,57814.6k $846.2k $846.2k 0.00% Reduced -9.3k -9,264
50 TITLEIST ASSET MANAGEMENT, LLC 0.06% of their portfolio SAN ANTONIO, TX 13,97414.0k $811.2k $811.2k 0.06% Added +473 +473
51 FLAGSHIP HARBOR ADVISORS, LLC 0.03% of their portfolio BOSTON, MA 13,37413.4k $776.3k $776.3k 0.03% Reduced -1.1k -1,119
52 Oxler Private Wealth LLC 0.21% of their portfolio Rye Brook, NY 11,38811.4k $661.1k $661.1k 0.21% Reduced -474 -474
53 MEANS INVESTMENT CO., INC. 0.06% of their portfolio BANGOR, ME 10,91510.9k $633.6k $633.6k 0.06% Added +13 +13
54 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,82510.8k $628.4k $628.4k 0.01% Added +4.0k +3,971
55 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 10,74010.7k $623.4k $623.4k 0.00% First filing
56 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,44610.4k $606.4k $606.4k 0.00% New
57 HighPoint Advisor Group LLC 0.02% of their portfolio DOWNERS GROVE, IL 10,21110.2k $592.8k $592.8k 0.02% Reduced -128 -128
58 Columbia River Financial Group, LLC 0.32% of their portfolio VANCOUVER, WA 9,5719.6k $555.0k $555.0k 0.32% Added +396 +396
59 S.A. Mason LLC 0.21% of their portfolio HOLLAND, MI 9,4509.4k $548.6k $548.6k 0.21% Unchanged
60 RFG Advisory, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,4988.5k $493.3k $493.3k 0.01% Added +135 +135
61 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 8,4618.5k $491.1k $491.1k 0.00% Reduced -116 -116
62 Forefront Analytics, LLC 0.43% of their portfolio WEST CONSHOHOCKEN, PA 8,2328.2k $477.9k $477.9k 0.43% Reduced -9.5k -9,528
63 Betterment LLC 0.00% of their portfolio NEW YORK, NY 8,1168.1k $471.0k $471.0k 0.00% Reduced -641 -641
64 KMG FIDUCIARY PARTNERS, LLC 0.03% of their portfolio TOLEDO, OH 8,1068.1k $470.5k $470.5k 0.03% Reduced -2.5k -2,493
65 Dala Group, LLC 0.39% of their portfolio HOFFMAN ESTATES, IL 8,0088.0k $464.3k $464.3k 0.39% Reduced -18.6k -18,561
66 Pine Valley Investments Ltd Liability Co 0.02% of their portfolio MARLTON, NJ 7,7607.8k $450.4k $450.4k 0.02% Added +1.1k +1,094
67 Nemes Rush Group LLC 0.04% of their portfolio NOVI, MI 7,7437.7k $449.5k $449.5k 0.04% Reduced -1.2k -1,213
68 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 7,7287.7k $448.6k $448.6k 0.00% Unchanged
69 Essential Planning, LLC. 0.14% of their portfolio PORTSMOUTH, NH 7,5387.5k $437.6k $437.6k 0.14% Unchanged
70 Modera Wealth Management, LLC 0.01% of their portfolio WESTWOOD, NJ 7,3217.3k $425.0k $425.0k 0.01% Unchanged
71 Claro Advisors Inc. 0.05% of their portfolio BOSTON, MA 7,0547.1k $409.5k $409.5k 0.05% Added +5 +5
72 PRECEDENT WEALTH PARTNERS, LLC 0.08% of their portfolio HOUSTON, TX 6,7496.7k $391.8k $391.8k 0.08% Added +331 +331
73 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 6,7206.7k $390.1k $390.1k 0.00% Added +3.2k +3,170
74 Freedom Investment Management, Inc. 0.11% of their portfolio SOUTH WINDSOR, CT 6,6526.7k $386.1k $386.1k 0.11% Reduced -378 -378
75 FMR LLC 0.00% of their portfolio BOSTON, MA 6,5306.5k $379.0k $379.0k 0.00% Added +252 +252
76 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,5286.5k $378.9k $378.9k 0.00% Added +5 +5
77 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 6,4196.4k $372.6k $372.6k 0.00% Unchanged
78 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 6,2716.3k $394.3k $394.3k 0.01% Added +9 +9
79 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 6,2136.2k $360.7k $360.7k 0.01% Added +1 +1
80 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 6,1466.1k $356.8k $356.8k 0.00% Reduced -595 -595
81 PSI Advisors, LLC 0.08% of their portfolio TAMPA, FL 5,8935.9k $342.1k $342.1k 0.08% Unchanged
82 WORLD EQUITY GROUP, INC. 0.09% of their portfolio SCHAUMBURG, IL 5,8115.8k $337.3k $337.3k 0.09% Reduced -15 -15
83 HOWARD BAILEY SECURITIES, LLC 0.13% of their portfolio FORT WAYNE, IN 5,6415.6k $327.4k $327.4k 0.13% Reduced -61 -61
84 Western Wealth Management, LLC 0.01% of their portfolio GOLDEN, CO 5,3395.3k $309.9k $309.9k 0.01% New
85 UHLMANN PRICE SECURITIES, LLC 0.02% of their portfolio SKOKIE, IL 5,2505.2k $304.8k $304.8k 0.02% Added +11 +11
86 Kingsview Wealth Management, LLC 0.00% of their portfolio GRANTS PASS, OR 5,2105.2k $302.5k $302.5k 0.00% Unchanged
87 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5,2055.2k $302.2k $302.2k 0.00% Added +10 +10
88 Insight Advisors, LLC/ PA 0.06% of their portfolio Newtown, PA 5,1465.1k $298.7k $298.7k 0.06% Reduced -49.0k -49,046
89 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 5,0665.1k $294.1k $294.1k 0.01% Added +2 +2
90 Laurel Wealth Advisors LLC 0.03% of their portfolio CHARLOTTE, NC 4,8704.9k $312.1k $312.1k 0.03% Added +690 +690
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,7814.8k $280.4k $280.4k 0.00% Reduced -1.4k -1,414
92 CRUX WEALTH ADVISORS 0.11% of their portfolio LONG BEACH, CA 4,7534.8k $275.9k $275.9k 0.11% Added +9 +9
93 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 4,6544.7k $270.1k $270.1k 0.00% Reduced -3.2k -3,188
94 CAPITAL MANAGEMENT CORP /VA 0.05% of their portfolio GLEN ALLEN, VA 4,5924.6k $266.6k $266.6k 0.05% Reduced -825 -825
95 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 4,3804.4k $254.3k $254.3k 0.00% New
96 Institute for Wealth Management, LLC. 0.03% of their portfolio DENVER, CO 4,2904.3k $249.0k $249.0k 0.03% Unchanged
97 Essex Bank 0.05% of their portfolio Essex, CT 4,2004.2k $243.8k $243.8k 0.05% Unchanged
98 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 4,1584.2k $236.7k $236.7k 0.00% Reduced -340 -340
99 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,0644.1k $236.0k $236.0k 0.00% Reduced -285 -285
100 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,9453.9k $229.0k $229.0k 0.00% Unchanged