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Allworth Financial’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Allworth Financial’s Portfolio EES Stock Details EES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.4K Buy
1,230
+667
+118% +$42.3K ﹤0.01% 2075
2026
Q1 		$32.7K Buy
563
+50
+10% +$2.96K ﹤0.01% 2638
2025
Q4 		$29.2K Hold
513
– – ﹤0.01% 2561
2025
Q3 		$28.7K Sell
513
-125
-20% -$6.77K ﹤0.01% 2488
2025
Q2 		$32.5K Buy
638
+88
+16% +$4.25K ﹤0.01% 2206
2025
Q1 		$25.6K Buy
550
+59
+12% +$3.11K ﹤0.01% 1930
2024
Q4 		$27K Buy
+491
New +$26.9K ﹤0.01% 1916
2024
Q2 		– Sell
-18
Closed -$903 – 3714
2024
Q1 		$903 Sell
18
-114
-86% -$5.49K ﹤0.01% 3112
2023
Q4 		$6.58K Buy
132
+8
+6% +$354 ﹤0.01% 2158
2023
Q3 		$5.37K Hold
124
– – ﹤0.01% 2074
2023
Q2 		$5.56K Hold
124
– – ﹤0.01% 2050
2023
Q1 		$5.36K Buy
+124
New +$5.62K ﹤0.01% 2006
2020
Q4 		– Sell
-34
Closed -$1K – 1365
2020
Q3 		$1K Hold
34
– – ﹤0.01% 1079
2020
Q2 		$1K Hold
34
– – ﹤0.01% 1082
2020
Q1 		$1K Hold
34
– – ﹤0.01% 1128
2019
Q4 		$1K Hold
34
– – ﹤0.01% 970
2019
Q3 		$1K Hold
34
– – ﹤0.01% 885
2019
Q2 		$1K Buy
+34
New +$1.23K ﹤0.01% 871

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allworth Financial's EES Position: Q2 2026 in Review

Allworth Financial increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 118% in Q2 2026, buying an estimated $42.3K and bringing the position to 1,230 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Allworth Financial first reported a position in EES in Q2 2019 and has held it in 18 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Allworth Financial held 1,230 shares of WisdomTree US SmallCap Earnings Fund worth $83.4K as of Q2 2026.
  • Allworth Financial bought 667 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $42.3K.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2075 holding.
  • Allworth Financial first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2019 and has held it in 18 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.