Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (EES)

158 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — EES

Based on 162 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
162 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.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

74 buying58 selling
Last quarter: 74 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 9 → 18 → 25 → 16. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 15% medium ■ 17% new
110 out of 162 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.
🚀

Acceleration phase — new buyers rushing in

10 → 9 → 18 → 25 → 16 new funds/Q
New funds entering each quarter: 9 → 18 → 25 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 71% veterans vs 19% newcomers

■ 71% veterans ■ 10% 1-2yr ■ 19% new
Entry-cohort mix of 162 holders: 115 (71%) are 2+ year veterans, 16 entered 1–2 years ago, and 31 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
21 of 162 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 74 hedge funds were net buyers of EES (16 opened a new position, 58 added to an existing one), while 58 reduced or exited (46 trimmed, 12 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in EES is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 162.

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

-- --

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

Is It Too Late to Buy Wisdomtree Tr (EES) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EES has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
EES
+11.7%
SPY
+15.9%

EES outperformed SPY by -4.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
EES
+4.7%
SPY
+2.0%

Since the filing became public, EES outperformed SPY by +2.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: EES
158 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 158 158 -
13F Shares 7M 7M -1.5%
Total Value $378M $379M -0.17%
New Positions 14 25 -11
Increased Positions 57 40 +17
Closed Positions 14 9 +5
Reduced Positions 46 49 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EES

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

158 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TopTier Wealth Management, LLC 3.38% 94,730 $5.5M
2 Key FInancial Inc 2.98% 288,039 $16.7M
3 Shore Point Advisors, LLC 2.16% 94,288 $5.5M
4 Claris Financial LLC 1.55% 48,804 $2.7M
5 Three Bearings Fiduciary Advisors, Inc. 0.96% 17,146 $1.0M
6 Optima Capital LLC 0.65% 24,245 $1.4M
7 Amplius Wealth Advisors, LLC 0.56% 114,870 $6.7M
8 Howard Wealth Management, LLC 0.47% 19,183 $1.1M
9 Culbertson A N & Co Inc 0.46% 61,709 $3.6M
10 Forefront Analytics, LLC 0.43% 8,232 $478K
11 New Perspectives, Inc 0.42% 20,913 $1.2M
12 Dala Group, LLC 0.39% 8,008 $464K
13 Linscomb Wealth, Inc. 0.36% 138,348 $8.0M
14 NewSquare Capital LLC 0.28% 56,017 $3.3M
15 Moller Wealth Partners 0.21% 18,397 $1.1M
16 Oxler Private Wealth LLC 0.21% 11,388 $661K
17 S.A. Mason LLC 0.21% 9,450 $549K
18 Wilson & Boucher Capital Management, LLC 0.15% 3,900 $226K
19 Arkadios Wealth Advisors 0.15% 156,634 $9.1M
20 Essential Planning, LLC. 0.14% 7,538 $438K
21 Howard Bailey Securities, LLC 0.13% 5,641 $327K
22 Freedom Investment Management, Inc. 0.11% 6,652 $386K
23 Crux Wealth Advisors 0.11% 4,753 $276K
24 Nbc Securities, INC. 0.09% 20,897 $1.2M
25 World Equity Group, INC. 0.09% 5,811 $337K
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 56% buying: Last quarter: 74 funds bought or added vs 58 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EES holders?

Elite ownership — 54% AUM from top-100 funds: 21 of 162 holders are among the 100 largest funds by AUM, controlling 54% 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?

68% of holders stayed for 2+ years: 110 out of 162 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.

Is it too late to buy Wisdomtree Tr (EES) following the 2026 Q1 hedge fund 13F filings?

As of today, EES has moved +4.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.7%. Since the quarter end (March 31, 2026), EES has gained +11.7% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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