Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (EES)

154 + 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
↑ +17
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — EES

Based on 154 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
154 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 — +8% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

64 buying55 selling
Last quarter: 64 funds bought or added vs 55 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new EES position: 9 → 8 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 16% new
102 out of 154 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

16 → 9 → 8 → 16 → 24 new funds/Q
New funds entering each quarter: 9 → 8 → 16 → 24. 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.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 154 current holders: 109 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
17 of 154 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 1 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: EES
2026 Q1 Stats Unlock in 10 days 154 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 154 137 12.41%
13F Shares 7M 7M 0.36%
Total Value $378M $370M 2.29%
New Positions 24 16 +8
Increased Positions 40 41 -1
Closed Positions 7 9 -2
Reduced Positions 48 46 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EES

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

154 + investors

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

Top 25 institutional holders of EES — 2025 Q4 · 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 OPTIMA CAPITAL LLC 0.65% 24,245 $1.4M
6 Amplius Wealth Advisors, LLC 0.56% 114,870 $6.7M
7 New Perspectives, Inc 0.42% 20,913 $1.2M
8 NewSquare Capital LLC 0.28% 56,017 $3.3M
9 MOLLER WEALTH PARTNERS 0.21% 18,397 $1.1M
10 Oxler Private Wealth LLC 0.21% 11,388 $661K
11 S.A. Mason LLC 0.21% 9,450 $549K
12 Essential Planning, LLC. 0.14% 7,538 $438K
13 HOWARD BAILEY SECURITIES, LLC 0.13% 5,641 $327K
14 Freedom Investment Management, Inc. 0.11% 6,652 $386K
15 CRUX WEALTH ADVISORS 0.11% 4,753 $276K
16 NBC SECURITIES, INC. 0.09% 20,897 $1.2M
17 WORLD EQUITY GROUP, INC. 0.09% 5,811 $337K
18 PRECEDENT WEALTH PARTNERS, LLC 0.08% 6,749 $392K
19 Team Financial Group, LLC 0.07% 2,745 $159K
20 TITLEIST ASSET MANAGEMENT, LLC 0.06% 13,974 $811K
21 MEANS INVESTMENT CO., INC. 0.06% 10,915 $634K
22 Essex Bank 0.05% 4,200 $244K
23 Claro Advisors Inc. 0.05% 7,054 $409K
24 Savant Capital, LLC 0.05% 173,284 $10.1M
25 CAPITAL MANAGEMENT CORP /VA 0.05% 4,592 $267K
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 — 2 quarters in a row: For 2 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 — 54% buying: Last quarter: 64 funds bought or added vs 55 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 — 52% AUM from top-100 funds: 17 of 154 holders are among the 100 largest funds by AUM, controlling 52% 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?

66% of holders stayed for 2+ years: 102 out of 154 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.