EA SERIES TRUST

WSGE

Institutions

Combined AUM (Q2 2026)

$60.5M

Combined Shares (Q2 2026)

2.2M

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+68,433

4 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-13,069

1 institutions reduced · 1 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+55,364

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$60.5M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Warren Street Wealth Advisors, LLC	13.3%	13.04%	#1	$59.6M	2.1M	$51.2M	2.1M	+44,944+2.16%	Add
CITADEL ADVISORS LLC	<0.01%	—	#2	$622,692	22,160	$0	0	+22,160	New Buy
JANE STREET GROUP, LLC	<0.01%	<0.01%	#3	$279,986	9,964	$213,074	8,636	+1,328+15.38%	Add
UBS Group AG	<0.01%	<0.01%	#4	$2,079	74	$1,801	73	+1+1.37%	Add

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow