EA SERIES TRUST (WSGE)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
4
Reporting holders
$60.5M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Warren Street Wealth Advisors, LLC | $59.6M | 2,121,729 | 13.30% | 3q | +2.2%+$1.3M |
| CITADEL ADVISORS LLC | $622.7K | 22,160 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $280.0K | 9,964 | 0.00% | 2q | +15.4%+$37.3K |
| UBS Group AG | $2.1K | 74 | 0.00% | 2q | +1.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 4 | $60.5M | 2,153,927 | 1 | 3 | 0 | 0.0% |
| Q1 2026 | 4 | $51.8M | 2,098,563 | 2 | 1 | 1 | 0.0% |
| Q4 2025 | 2 | $34.5M | 1,380,838 | 2 | 0 | 0 | 0.0% |