EES · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (EES)
Who is buying and selling EES: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
EES at a glance
- No open-market insider purchases or sales of EES were filed in the last 90 days.
- 11 13F filers hold EES among their 50 largest positions, worth $43.3M combined. The biggest bets by portfolio weight are TopTier Wealth Management, LLC (3.5%), Key Financial Inc (3.3%) and Shore Point Advisors, LLC (1.9%).
- No member of Congress has disclosed a trade in EES.
EES insider trading
No open-market insider purchases or sales of EES were filed in the last 90 days.
Who owns EES? Hedge funds and superinvestors
11 13F filers hold EES among their 50 largest positions, worth $43.3M combined. The biggest bets by portfolio weight are TopTier Wealth Management, LLC (3.5%), Key Financial Inc (3.3%) and Shore Point Advisors, LLC (1.9%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Key Financial IncWealth manager | 3.3% | $19.9M | 293,975 | +2.1% shares | Q2 2026 |
| TopTier Wealth Management, LLCWealth manager | 3.5% | $6.0M | 92,942 | -0.4% shares | Q3 2026 |
| Shore Point Advisors, LLCWealth manager | 1.9% | $6.0M | 92,887 | -1.1% shares | Q3 2026 |
| Amplius Wealth Advisors, LLCWealth manager | 0.2% | $3.6M | 56,080 | -14.6% shares | Q3 2026 |
| Optima Capital LLCWealth manager | 0.6% | $1.6M | 24,263 | +0.0% shares | Q3 2026 |
| Claris Financial LLCWealth manager | 0.8% | $1.4M | 24,219 | -0.9% shares | Q1 2026 |
| New Perspectives, IncWealth manager | 0.4% | $1.3M | 20,488 | -0.2% shares | Q3 2026 |
| Moller Wealth PartnersWealth manager | 0.2% | $1.2M | 18,327 | -0.4% shares | Q3 2026 |
| Three Bearings Fiduciary Advisors, Inc.Wealth manager | 1.0% | $1.1M | 16,774 | -2.2% shares | Q2 2026 |
| Columbia River Financial Group, LLCWealth manager | 0.3% | $640K | 9,448 | -1.3% shares | Q2 2026 |
| Forefront Analytics, LLCInstitutional asset manager | 0.5% | $476K | 7,020 | -14.7% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 4, Q1 2026: 1). Screen EES in the grand portfolio →
EES stock trades by members of Congress
No member of Congress has disclosed a trade in EES.
EES questions and answers
Are insiders buying EES stock?
No open-market insider purchases or sales of EES were filed in the last 90 days.
Which hedge funds own EES?
11 13F filers hold EES among their 50 largest positions, worth $43.3M combined. The biggest bets by portfolio weight are TopTier Wealth Management, LLC (3.5%), Key Financial Inc (3.3%) and Shore Point Advisors, LLC (1.9%).
Has Congress traded EES?
No member of Congress has disclosed a trade in EES.
Who is the largest holder of EES?
Among 13F filers, Key Financial Inc reports the largest EES position, $19.9M (293,975 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is TopTier Wealth Management, LLC's: 3.5% of its portfolio.
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