DES

Wisdomtree US Smallcap DividETF$38.86 0.64%
UnclassifiedCUSIP 97717W604· EOD Sep 18, 2026

Among active 13F managers last quarter, 3 opened and 13 added, while 20 reduced; the largest holder to move was Valmark Advisers, Inc. (−4.0%).

Tracked 13F holders
339
252 in Q2 2026 filings
13F value (tracked)
$1.0B
13F moves · latest Q
16 added
20 reduced

Price & smart-money activity

$38.86 0.64%5Y +28.3%
$24.48$29.05$33.61$38.17$42.7420212022202320242025202625152023272129202325301623262328192721233222253726264541524251504554656268616455
Hover for who · click for detailEnd-of-day closing prices52w $31.77 – $41.73

Who owns DES?

339 tracked 13F filers · ranked by shares held

339 tracked 13F filers disclose a position in DES as of the latest SEC 13F filings, a combined $1.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Morgan Stanley2.8M
$99.3M
+2.3%
Added · +62K sh
Q1 2026
2Bank Of America Corp2.5M
$88.3M
+0.7%
Added · +17K sh
Q1 2026
3LPL Financial LLC1.4M
$51.2M
−5.3%
Reduced · −81K sh
Q1 2026
4UBS Group AG1.4M
$49.9M
−6.8%
Reduced · −101K sh
Q1 2026
5Creative Planning1.3M
$48.4M
−1.1%
Reduced · −15K sh
Q1 2026
6M&T Bank Corp1.0M
$37.1M
−2.4%
Reduced · −25K sh
Q1 2026
7Mercer Global Advisors Inc850K
$30.6M
−7.1%
Reduced · −65K sh
Q1 2026
8Wells Fargo & Company811K
$29.2M
+11%
Added · +82K sh
Q1 2026
9Jones Financial Companies LLLP762K
$27.0M
+12%
Added · +81K sh
Q1 2026
10Raymond James Financial Inc748K
$26.9M
−3.6%
Reduced · −28K sh
Q1 2026
11Keybank National Association718K
$25.8M
+0.9%
Added · +6K sh
Q1 2026
12Huntington National Bank713K
$29.0M
+1.9%
Added · +14K sh
Q2 2026
13Royal Bank Of Canada682K
$24.5M
−11%
Reduced · −82K sh
Q1 2026
14Ameriprise Financial Inc418K
$15.0M
+2.3%
Added · +9K sh
Q1 2026
15Valmark Advisers, Inc.335K
$13.6M
−4.0%
Reduced · −14K sh
Q2 2026
16Destination Wealth Management324K
$13.2M
−1.6%
Reduced · −5K sh
Q2 2026
17Cetera Investment Advisers321K
$11.5M
+0.4%
Added · +1K sh
Q1 2026
18Allen Investment Management, LLC293K
$11.9M
Held
Q2 2026
19AssetMark, Inc287K
$11.7M
+32%
Added · +69K sh
Q2 2026
20Kestra Advisory Services, LLC269K
$10.9M
−1.9%
Reduced · −5K sh
Q2 2026
21Bank of New York Mellon Corp251K
$9.0M
+20%
Added · +41K sh
Q1 2026
22Commonwealth Equity Services, LLC240K
$8.6M
−2.0%
Reduced · −5K sh
Q1 2026
23Envestnet Asset Management Inc239K
$8.6M
+2.2%
Added · +5K sh
Q1 2026
24Curi Capital, LLC224K
$9.1M
+0.9%
Added · +2K sh
Q2 2026
25BIP Wealth, LLC212K
$8.6M
−0.7%
Reduced · −2K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is DES being bought or sold by institutions?

Last quarter, 3 funds opened a new position in DES and 13 added to an existing one, while 20 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
13
added to an existing position
Reduced
20
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own DES also own

CompanyCo-held byTheir position there
Apple IncAAPL182 funds$52.3B
Amazon.com IncAMZN180 funds$31.8B
Microsoft CorpMSFT179 funds$43.8B
Nvidia CorpNVDA178 funds$62.1B
JPMorgan Chase & CoJPM174 funds$12.0B
SS SPDR S&P 500 ETF Trust-USSPY174 funds$7.9B
Alphabet Inc-CL AGOOGL173 funds$25.8B
Alphabet Inc-CL CGOOG173 funds$19.7B
Berkshire Hathaway Inc-CL BBRK/B170 funds$10.0B
Meta Platforms Inc-Class AMETA169 funds$14.4B
Abbvie IncABBV169 funds$6.1B
Invesco QQQ Trust Series 1QQQ169 funds$6.0B

Ranked by how many of DES's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in DES.

Institutional ownership over time

252 tracked filers in Q2 2026 filingsstill filing
0158316Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $348.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
DLNcs450 funds$3.8B
DONcs436 funds$2.1B
DXJcs376 funds$2.9B
DEMcs340 funds$2.4B
DESthis pagecs339 funds$1.0B
DHScs241 funds$733.0M
DGScs238 funds$1.0B
EPIcs237 funds$1.0B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in DES

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/DES/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for DES.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for DES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.