DES

Wisdomtree US Smallcap Divid$40.62 0.25%
UnclassifiedUSCUSIP 97717W604· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
293
-127 QoQ
13F Value (tracked)
$983.9M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)20 adding · 16 trimming
Insider net (180d)$0

Price & smart-money activity

$40.62 0.25%5Y +29.3%
$24.85$29.17$33.49$37.82$42.1420212022202320242025202625152023272129202325301623262328192721233222253625264238474148454449565463494528
Hover for who · click for detailEnd-of-day closing prices52w $31.31 – $41.30

Who owns DES?

293 tracked 13F filers

293 tracked 13F filers disclose a position in DES as of the latest SEC 13F filings, a combined $983.9M 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.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$99.3M
2.8M
+2.3%
Added · +62K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$88.3M
2.5M
+0.7%
Added · +17K sh
Q1 2026
3LPL Financial LLC
$51.2M
1.4M
−5.3%
Reduced · −81K sh
Q1 2026
4UBS Group AG
$49.9M
1.4M
−6.8%
Reduced · −101K sh
Q1 2026
5Creative Planning
$48.4M
1.3M
−1.1%
Reduced · −15K sh
Q1 2026
6M&T BANK CORP
$37.1M
1.0M
−2.4%
Reduced · −25K sh
Q1 2026
7MERCER GLOBAL ADVISORS INC /ADV
$30.6M
850K
−7.1%
Reduced · −65K sh
Q1 2026
8WELLS FARGO & COMPANY/MN
$29.2M
811K
+11%
Added · +82K sh
Q1 2026
9JONES FINANCIAL COMPANIES LLLP
$27.0M
762K
+12%
Added · +81K sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$26.9M
748K
−3.6%
Reduced · −28K sh
Q1 2026
11KEYBANK NATIONAL ASSOCIATION/OH
$25.8M
718K
+0.9%
Added · +6K sh
Q1 2026
12HUNTINGTON NATIONAL BANK
$25.1M
699K
+0.9%
Added · +6K sh
Q1 2026
13ROYAL BANK OF CANADA
$24.5M
682K
−11%
Reduced · −82K sh
Q1 2026
14AMERIPRISE FINANCIAL INC
$15.0M
418K
+2.3%
Added · +9K sh
Q1 2026
15Valmark Advisers, Inc.
$12.5M
349K
+4.7%
Added · +16K sh
Q1 2026
16Destination Wealth Management
$11.8M
329K
−0.8%
Reduced · −3K sh
Q1 2026
17Cetera Investment Advisers
$11.5M
321K
+0.4%
Added · +1K sh
Q1 2026
18Allen Investment Management, LLC
$11.9M
293K
Held
Q2 2026
19ASSETMARK, INC
$11.7M
287K
+32%
Added · +69K sh
Q2 2026
20Kestra Advisory Services, LLC
$10.9M
269K
−1.9%
Reduced · −5K sh
Q2 2026
21Bank of New York Mellon Corp
$9.0M
251K
+20%
Added · +41K sh
Q1 2026
22COMMONWEALTH EQUITY SERVICES, LLC
$8.6M
240K
−2.0%
Reduced · −5K sh
Q1 2026
23ENVESTNET ASSET MANAGEMENT INC
$8.6M
239K
+2.2%
Added · +5K sh
Q1 2026
24Curi Capital, LLC
$8.0M
222K
+3.4%
Added · +7K sh
Q1 2026
25BIP Wealth, LLC
$8.6M
212K
−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 17 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
17
funds
Reduced
16
funds
Exited
0
funds

Funds that own DES also own

CompanyCo-held byCombined value
APPLE INCAAPL152 funds$49.7B
AMAZON.COM INCAMZN150 funds$30.6B
MICROSOFT CORPMSFT149 funds$43.2B
NVIDIA CORPNVDA147 funds$63.1B
JPMORGAN CHASE & COJPM145 funds$11.6B
ALPHABET INC-CL AGOOGL144 funds$25.6B
ALPHABET INC-CL CGOOG144 funds$18.7B
ABBVIE INCABBV143 funds$5.2B
BERKSHIRE HATHAWAY INC-CL BBRK/B142 funds$9.9B
SS SPDR S&P 500 ETF TRUST-USSPY142 funds$6.7B
META PLATFORMS INC-CLASS AMETA141 funds$14.7B
JOHNSON & JOHNSONJNJ141 funds$9.2B

Ranked by how many of DES's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

154 funds-44 since Q3 2024
0141281Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $202.9M

Share classes

Class13F holdersValue held
DLNcs388 funds$3.7B
DONcs375 funds$2.0B
DXJcs313 funds$2.7B
DESthis pagecs293 funds$983.9M
DEMcs289 funds$2.3B
EPIcs215 funds$1.0B
DHScs209 funds$702.4M
DGScs198 funds$938.2M

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

Recent filings

0 shown

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

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Ask your agent what changed in DES

This stock 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 + Form 4 insider transactions + 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.