EES institutional holders
WISDOMTREE TR · 13F, 2026Q2
| Managers holding | 169 |
|---|
| Shares held | 6,618,831 |
|---|
| Reported value | $447.0m |
|---|
| Quarter flows | 18 new, 46 added, 60 trimmed, 13 exited |
|---|
Top 25 holders
| Manager | Shares | Value | % of manager's 13F |
|---|
| MORGAN STANLEY | 743,249 | $50.4m | 0.0% |
| UBS Group AG | 705,777 | $47.8m | 0.0% |
| LPL Financial LLC | 595,597 | $40.4m | 0.0% |
| BANK OF AMERICA CORP /DE/ | 492,642 | $33.4m | 0.0% |
| AMERIPRISE FINANCIAL INC | 445,820 | $30.2m | 0.0% |
| Cetera Investment Advisers | 346,942 | $23.5m | 0.0% |
| Savant Capital, LLC | 340,257 | $21.4m | 0.1% |
| Key Financial Inc | 293,975 | $19.9m | 3.3% |
| RAYMOND JAMES FINANCIAL INC | 147,585 | $10.0m | 0.0% |
| WELLS FARGO & COMPANY/MN | 144,722 | $9.8m | 0.0% |
| Arkadios Wealth Advisors | 138,763 | $9.4m | 0.1% |
| Linscomb Wealth, Inc. | 132,932 | $9.0m | 0.4% |
| ROYAL BANK OF CANADA | 132,675 | $9.0m | 0.0% |
| Mariner, LLC | 107,319 | $7.3m | 0.0% |
| Shore Point Advisors, LLC | 93,890 | $6.4m | 2.2% |
| TopTier Wealth Management, LLC | 93,282 | $6.3m | 3.8% |
| Waverly Advisors, LLC | 78,844 | $5.3m | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 76,582 | $5.2m | 0.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,292 | $5.0m | 0.0% |
| Amplius Wealth Advisors, LLC | 65,656 | $4.5m | 0.3% |
| OSAIC HOLDINGS, INC. | 65,232 | $4.4m | 0.0% |
| CULBERTSON A N & CO INC | 61,043 | $4.1m | 0.5% |
| NewSquare Capital LLC | 57,355 | $3.9m | 0.3% |
| Rockefeller Capital Management L.P. | 50,093 | $3.4m | 0.0% |
| JPMORGAN CHASE & CO | 49,359 | $3.3m | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("EES"). EES price history · All 13F data
Get a free API keySee history bundlesDownload free samples