Who owns EES?
WisdomTree U.S. SmallCap Earnings Fund · WisdomTree
170 institutions reported holding EES, worth $447.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EES
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $50.4M | 743,249 | +8,044 shares |
| UBS Group AG | Zurich, Switzerland | $47.8M | 705,777 | −9,986 shares |
| LPL Financial LLC | Fort Mill, SC | $40.4M | 595,597 | +808 shares |
| Bank of America Corp. | Charlotte, NC | $33.4M | 492,642 | −34,353 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $30.2M | 445,820 | −6,990 shares |
| Cetera Investment Advisers | Schaumburg, IL | $23.5M | 346,942 | −14,667 shares |
| Savant Capital, LLC | Rockford, IL | $21.4M | 340,257 | +166,973 shares |
| Key Financial Inc | West Chester, PA | $19.9M | 293,975 | +5,936 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $10.0M | 147,585 | −56,640 shares |
| Wells Fargo & Company | San Francisco, CA | $9.8M | 144,722 | −755 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EES?
170 institutional managers reported holding EES in Form 13F filings for June 30, 2026, worth $447.0M in total. The largest reported position was held by Morgan Stanley, at $50.4M.
Did institutions buy or sell EES last quarter?
Reported 13F value rose 17.7% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EES ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.