EES institutional holders

WisdomTree U.S. SmallCap Fund · 177 reporting institutions · $455.4M reported value

Funds that can replace EES · EES return decomposition

Institutional holdings

Institutions reporting EES, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$50.4M23,1852026-06-30
UBS Group AG$47.8M02026-06-30
Lpl Financial LLC$40.4M23,4582026-06-30
Bank of America Corp /de$33.4M02026-06-30
Ameriprise Financial Inc$30.2M02026-06-30
Cetera Investment Advisers$23.5M10,3702026-06-30
Savant Wealth Management$21.4M4052026-06-30
Key Financial, Inc.$19.9M82026-06-30
Raymond James Financial Inc$10M02026-06-30
Wells Fargo & Company/mn$9.8M02026-06-30
Arkadios Wealth Advisors$9.4M2262026-06-30
Linscomb Wealth, Inc.$9M212026-06-30
Royal Bank of Canada$9M02026-06-30
Kathleen S. Wright Associates Inc.$7.5M02025-09-30
Mariner, LLC$7.3M02026-06-30
Shore Point Advisors, LLC$6.4M102026-06-30
Toptier Wealth Management, LLC$6.3M22026-06-30
Waverly Advisors, LLC$5.3M2312026-06-30
Envestnet Pmc$5.2M602026-06-30
Susquehanna International Group, LLP$5M02026-06-30
Amplius Wealth Advisors$4.5M112026-06-30
Osaic Holdings, Inc.$4.4M02026-06-30
Culbertson A N & Co Inc$4.1M72026-06-30
Newsquare Capital, LLC$3.9M62026-06-30
Rockefeller Capital Management LP$3.4M3462026-06-30
Jpmorgan Chase & Co$3.3M02026-06-30
Private Advisor Group, LLC$3.3M9272026-06-30
Stifel Financial Corp$3.2M02026-06-30
Merit Financial Group, LLC$3M2952026-06-30
Defined Financial Planning LLC$2.8M02025-09-30
&partners$2.7M5552026-06-30
Citadel Advisors LLC$2.2M02026-06-30
Smartleaf Asset Management LLC$1.9M92026-06-30
Atria Investments, Inc$1.8M62026-06-30
Creative Planning$1.8M1,1712026-06-30
Optima Capital LLC$1.6M62026-06-30
Lanark Financial, Inc.$1.5M692026-06-30
Kestra Advisory Services, LLC$1.4M1,4792026-06-30
Claris Financial LLC$1.4M22026-03-31
New Perspectives, Inc.$1.4M42026-06-30
Global Retirement Partners LLC$1.4M4912026-06-30
Howard Wealth Management, LLC$1.3M22026-06-30
Moller Wealth Partners$1.2M22026-06-30
Steward Partners Investment Advisory, LLC$1.2M4812026-06-30
Avidian Wealth Enterprises, LLC$1.1M432026-06-30
Three Bearings Fiduciary Advisors, Inc.$1.1M22026-06-30
Western Wealth Management, LLC$1.1M1122026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$1M02026-06-30
Goldman Sachs Group Inc$1M02026-06-30
Larson Financial Group LLC$985.4K672026-06-30
Titleist Asset Management, LLC$939.9K432026-06-30
Cwm, LLC$900.1K6672026-03-31
Flagship Harbor Advisors, LLC$852.5K602026-06-30
Jane Street Group, LLC$846.6K02026-06-30
Highpoint Advisor Group LLC$777.1K1142026-06-30
Oxler Private Wealth LLC$733.8K42026-06-30
Harbour Investments, Inc.$733.4K2472026-06-30
CIBC Bancorp USA Inc.$728.1K02026-06-30
Means Investment Co., Inc.$716.7K132026-06-30
Two Sigma Investments, LP$711.8K02026-06-30
S.A. Mason, LLC$640.6K42026-06-30
Aqr Capital Management LLC$638.7K12026-06-30
CIBC Private Wealth Group LLC$611.4K02025-12-31
Rfg Advisory, LLC$579.6K1912026-06-30
US Bancorp$573.6K02026-06-30
Pine Valley Investments Ltd Liability Co$550.4K332026-06-30
MML Investors Services, LLC$542.1K5,1202026-06-30
Cresset Asset Management, LLC$539.8K2122026-06-30
Nemes Rush Group LLC$521.1K92026-06-30
Essential Planning, Llc.$511.1K32026-06-30
Chicago Partners Investment Group LLC$501.7K572026-06-30
Claro Advisors Inc.$479K202026-06-30
Forefront Analytics, LLC$475.9K42026-06-30
Freedom Investment Management, Inc.$475.2K32026-06-30
Precedent Wealth Partners, LLC$456.1K182026-06-30
Sanctuary Advisors, LLC$438.9K4012026-06-30
Fmr LLC$437K02026-06-30
Blair William & Co/il$435.1K3292026-06-30
Dala Group, LLC$424.1K92026-06-30
Savvy Advisors, Inc.$421.3K2142026-06-30
Davenport & Co LLC$414.9K3392026-06-30
World Equity Group, Inc.$393.9K562026-06-30
Psi Advisors, LLC$389.3K112026-06-30
New Edge Wealth$385.1K1512026-06-30
Uhlmann Price Securities, LLC$357.3K02026-06-30
Kingsview Wealth Management, LLC$352.5K1152026-06-30
Iht Wealth Management LLC$343.6K1592026-06-30
Advisory Services Network$335.3K2532026-06-30
Laurel Wealth Advisors LLC$326.7K62026-06-30
Integrated Wealth Concepts LLC$324.4K4802026-06-30
Wealth Enhancement Advisory Services, LLC$324.4K1,0262026-06-30
Fiduciary Financial Advisors$323.3K512026-06-30
Howard Bailey Securities, LLC$316.7K112026-06-30
Crux Wealth Advisors$312.1K92026-06-30
Capital Management Corp /va$308.9K62026-06-30
Equitable Holdings, Inc.$292.8K02026-06-30
Institute for Wealth Management, Llc.$290.8K132026-06-30
Essex Bank$284.7K02026-06-30
Captrust Financial Advisors$267.4K9622026-06-30
Graves Light Lenhart Wealth, Inc.$264.4K82026-06-30
Commonwealth Equity Services, LLC$261.6K2,8632026-06-30
Berger Financial Group, Inc$260K512026-06-30
Arax Advisory Partners$258.1K2322026-06-30
Golden State Wealth Management, LLC$255K472026-06-30
D. E. Shaw & Co., LP$254.6K02026-06-30
Smithbridge Asset Management Inc/de$253.4K62026-06-30
Modera Wealth Management, LLC$245.5K1352026-06-30
Laurel Oak Wealth Management, LLC$239.8K142026-06-30
Clear Creek Financial Management, LLC$237.1K442026-06-30
Kestra Private Wealth Services, LLC$235.1K2062026-06-30
Wesbanco Investment Department$232.2K12026-06-30
Peak Financial Management, Inc.$230.5K72026-06-30
Northwestern Mutual Wealth Management Co$229.3K02026-06-30
Pinnacle Associates, Ltd.$221.7K332026-06-30
Summit Financial, LLC$221.1K2292026-06-30
U.S. Capital Wealth Advisors, LLC$221K02026-03-31
Focus Partners Wealth$220.5K1,0482026-06-30
Cathy Pareto & Associates, Inc$218.7K52026-06-30
Asset Dedication, LLC$214.4K112026-06-30
Sensible Money, LLC$214.4K132026-06-30
Joel Isaacson & Co., LLC$204.9K152026-06-30
Wealthcare Capital Partners, LLC$203.9K82026-06-30
O'Shaughnessy Asset Management, LLC$196.7K582026-06-30
Ae Wealth Management LLC$188.6K4712026-06-30
Blue Trust, Inc.$183.6K02026-06-30
PNC Financial Services Group, Inc.$179.1K02026-06-30
Jones Financial Companies LLLP$164.2K02026-06-30
Corecap Advisors, LLC$152.9K1182026-06-30
Indiana Trust & Investment Management Co$145.3K02026-06-30
Fifth Third Bancorp$129.6K02026-06-30
Geneos Wealth Management, Inc.$128.8K1932026-06-30
Jfs Wealth Advisors, LLC$122.9K332026-06-30
Comerica Bank$112.1K02025-12-31
Register Financial Advisors LLC$111.8K02026-06-30
Citigroup Inc$106.4K02026-06-30
Ameriflex Group, Inc.$92.1K2122026-06-30
Blackrock, Inc.$90.4K02026-06-30
Allworth Financial, LP$83.4K3172026-06-30
Lowe Brockenbrough & Co Inc$81.3K152026-06-30
Frazier Financial Advisors, LLC$70K112026-06-30
Ifp Advisors, Inc$64.9K3182026-06-30
Rothschild Investment LLC$61K182026-06-30
Assetmark, Inc$58.6K2202026-06-30
Tounjian Advisory Partners, LLC$50.5K52026-06-30
Horizons Wealth Management$48.3K32026-03-31
Pension & Wealth Management Advisors, Inc.$45K72026-06-30
Aptus Capital Advisors, LLC$27.8K212026-06-30
Nfsg Corp$25.4K752026-06-30
Medallion Wealth Advisors, LLC$24.7K62026-06-30
Ascentis Independent Advisors$19.1K532026-06-30
Ankerstar Wealth, LLC$17.9K62026-06-30
Planvest Financial, Inc$17.5K62026-06-30
Plante Moran Financial Advisors$16.9K1312026-06-30
Cheviot Value Management, LLC$13.5K82026-06-30
Qube Research & Technologies Ltd$12.1K02026-06-30
Johnson Financial Group, Inc.$10.8K02026-06-30
Godfrey Financial Associates, Inc.$10.4K32026-06-30
Gamma Investing LLC$7.2K72026-06-30
Vanguard Advisers Inc$6.1K2,4692026-06-30
Pinnacle Wealth Planning Services, Inc.$4.9K202026-06-30
Dunhill Financial, LLC$4.3K122026-06-30
Epg Wealth Management LLC$2.7K112026-06-30
Nbt Bank, N.A.$2.4K02026-06-30
Operose Advisors LLC$1.8K142026-06-30
Continuum Advisory, LLC$1.7K402026-06-30
Cambridge Investment Research Advisors, Inc.$1.4K3,9402026-03-31
Planning Strategies Inc.$1.2K102026-06-30
Columbia River Financial Group$64042026-06-30
Betterment LLC$518282026-06-30
Luminist Capital LLC$47552026-06-30
Janney Montgomery Scott LLC$2751,3422026-06-30
Lvm Capital Management Ltd/mi$26602026-06-30
Centaurus Financial, Inc.$1274312026-06-30
Financial Connections Group, Inc.$7802026-03-31
Farther Finance Advisors, LLC$413342026-06-30
Interactive Advisers, Interactive Advisors$932026-06-30
Coston, McIsaac & Partners$6102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30