Ancora Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Ancora Advisors’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	–	Sell	-95	Closed	-$5.51K	–	2105
2026 Q1	$5.51K	Hold	95	–	–	﹤0.01%	1950
2025 Q4	$5.41K	Hold	95	–	–	﹤0.01%	1942
2025 Q3	$5.31K	Hold	95	–	–	﹤0.01%	1489
2025 Q2	$4.84K	Hold	95	–	–	﹤0.01%	1493
2025 Q1	$4.64K	Hold	95	–	–	﹤0.01%	1438
2024 Q4	$5.12K	Hold	95	–	–	﹤0.01%	1459
2024 Q3	$5.01K	Hold	95	–	–	﹤0.01%	1447
2024 Q2	$4.48K	Hold	95	–	–	﹤0.01%	1462
2024 Q1	$4.76K	Hold	95	–	–	﹤0.01%	1443
2023 Q4	$4.73K	Hold	95	–	–	﹤0.01%	1399
2023 Q3	$4.11K	Hold	95	–	–	﹤0.01%	1413
2023 Q2	$4.26K	Hold	95	–	–	﹤0.01%	1402
2023 Q1	$4.11K	Hold	95	–	–	﹤0.01%	1428
2022 Q4	$4K	Hold	95	–	–	﹤0.01%	1496
2022 Q3	$4K	Hold	95	–	–	﹤0.01%	1678
2022 Q2	$4K	Hold	95	–	–	﹤0.01%	1792
2022 Q1	$5K	Hold	95	–	–	﹤0.01%	1943
2021 Q4	$5K	Hold	95	–	–	﹤0.01%	2035
2021 Q3	$5K	Hold	95	–	–	﹤0.01%	1896
2021 Q2	$5K	Hold	95	–	–	﹤0.01%	1686
2021 Q1	$5K	Hold	95	–	–	﹤0.01%	1543
2020 Q4	$4K	Hold	95	–	–	﹤0.01%	1321
2020 Q3	$3K	Hold	95	–	–	﹤0.01%	1285
2020 Q2	$3K	Hold	95	–	–	﹤0.01%	1242
2020 Q1	$2K	Hold	95	–	–	﹤0.01%	1355
2019 Q4	$4K	Buy	+95	New	+$3.51K	﹤0.01%	1272
2018 Q4	–	Sell	-220	Closed	-$9K	–	767
2018 Q3	$9K	Buy	+220	New	+$8.8K	﹤0.01%	1201

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ancora Advisors's EES Position: Q2 2026 in Review

Ancora Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026, closing a stake of 95 shares — an estimated $5.51K sold.

Ancora Advisors first reported a position in EES in Q3 2018 and held it in 27 quarters. The position peaked at $9K in Q3 2018. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Ancora Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 95 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $5.51K.
Ancora Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2018 and held it in 27 quarters.
Ancora Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $9K in Q3 2018.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.