Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (EES)

168 + Investors. Track Smart Money conviction in EES. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
4Q ▲
Buyers last Q
46%

Smart Money Signals — EES

Based on 168 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added EES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
168 hedge funds hold EES right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

63 buying75 selling
Last quarter: 75 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 26 → 16 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 14% medium ■ 20% new
112 out of 168 hedge funds have held EES for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+16% value, -0% shares)

Value
+16%
Shares
0%
Last quarter: total value of institutional EES holdings rose +16% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

10 → 18 → 26 → 16 → 20 new funds/Q
New funds entering each quarter: 18 → 26 → 16 → 20. EES is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 168 holders: 115 (68%) are 2+ year veterans, 19 entered 1–2 years ago, and 34 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
23 of 168 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in EES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EES

In 2026 Q2, 63 hedge funds were net buyers of EES (20 opened a new position, 43 added to an existing one), while 75 reduced or exited (61 trimmed, 14 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in EES is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 168.

Hedge Fund Ownership: EES

How many hedge funds hold EES — quarterly history vs. share price
Quarterly hedge fund ownership of EES vs. share price

Market Analysis: EES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EES

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EES
168 + Investors

Track Smart Money conviction in EES. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 168 162 3.7%
13F Shares 7M 7M -0.05%
Total Value $442M $380M 16.27%
New Positions 20 16 +4
Increased Positions 43 58 -15
Closed Positions 14 13 +1
Reduced Positions 61 46 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EES

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Institutional Holders (2026 Q2)

168 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EES. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EES holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TopTier Wealth Management, LLC 3.82% 93,282 $6.3M
2 Key FInancial Inc 3.26% 293,975 $19.9M
3 Shore Point Advisors, LLC 2.18% 93,890 $6.4M
4 Three Bearings Fiduciary Advisors, Inc. 1.02% 16,774 $1.1M
5 Optima Capital LLC 0.65% 24,255 $1.6M
6 Forefront Analytics, LLC 0.52% 7,020 $476K
7 Culbertson A N & Co Inc 0.48% 61,043 $4.1M
8 Howard Wealth Management, LLC 0.48% 19,178 $1.3M
9 New Perspectives, Inc 0.43% 20,533 $1.4M
10 Linscomb Wealth, Inc. 0.39% 132,932 $9.0M
11 Dala Group, LLC 0.35% 6,255 $424K
12 Amplius Wealth Advisors, LLC 0.33% 65,656 $4.5M
13 NewSquare Capital LLC 0.29% 57,355 $3.9M
14 Moller Wealth Partners 0.23% 18,397 $1.2M
15 Oxler Private Wealth LLC 0.21% 10,825 $734K
16 S.A. Mason LLC 0.20% 9,450 $641K
17 Essential Planning, LLC. 0.14% 7,540 $511K
18 Arkadios Wealth Advisors 0.14% 138,763 $9.4M
19 Freedom Investment Management, Inc. 0.13% 7,009 $475K
20 Cathy Pareto & Associates, Inc 0.13% 3,228 $219K
21 Howard Bailey Securities, LLC 0.12% 4,671 $317K
22 Crux Wealth Advisors 0.11% 4,604 $312K
23 Lanark Financial, INC. 0.10% 21,887 $1.5M
24 PSI Advisors, LLC 0.09% 5,743 $389K
25 World Equity Group, INC. 0.09% 5,811 $394K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (EES)

What does the Smart Money Trend signal show for EES?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added EES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EES?

More sellers than buyers — 46% buying: Last quarter: 75 funds reduced or exited vs 63 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EES holders?

Elite ownership — 55% AUM from top-100 funds: 23 of 168 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in EES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EES?

67% of holders stayed for 2+ years: 112 out of 168 hedge funds have held EES for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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