EA SERIES TRUST

WSGE (EA SERIES TRUST) is held by 8 institutional investors as of Q1 2026. Largest holders: HighTower Advisors, LLC ($4.1M), Creative Planning ($1.7M), Beacon Pointe Advisors, LLC ($1.3M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (8)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	New	83,800	$4.1M	0.0%	+31.69%	37
Creative Planning	New	35,500	$1.7M	0.0%	+31.69%	36
Beacon Pointe Advisors, LLC	New	25,840	$1.3M	0.0%	+31.69%	35
NewEdge Advisors, LLC	New	23,467	$1.1M	0.0%	—	35
Cerity Partners LLC	New	9,874	$483,260	0.0%	+31.69%	33
ROYAL BANK OF CANADA	New	4,873	$238,000	0.0%	+31.69%	35
JANE STREET GROUP, LLC	New	8,636	$213,074	0.0%	+31.69%	35
UBS Group AG	New	239	$6,049	0.0%	+31.69%	24

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer