EES — Wisdomtree U.S. Smallcap Fund Institutional Holders · Q3 2026
Who owns Wisdomtree U.S. Smallcap Fund (EES)? 8 institutions reported holding $2.15M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Avidian Wealth Enterprises, LLC ($1.1M), Titleist Asset Management, LLC ($874,564), CoreCap Advisors, LLC ($142,205).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Avidian Wealth Enterprises, LLC | $1.1M | 16,666 | Trimmed |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $874,564 | 13,542 | Trimmed |
| 3 | CoreCap Advisors, LLC | $142,205 | 2,202 | Trimmed |
| 4 | Horizons Wealth Management | $53,730 | 832 | Hold |
| 5 | GAMMA Investing LLC | $6,845 | 106 | Hold |
| 6 | Planning Strategies Inc. | $1,098 | 17 | Hold |
| 7 | Farther Finance Advisors, LLC | $39 | 1 | Hold |
| 8 | Graves Light Lenhart Wealth, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30