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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Ancora Advisors's EES Position: Q1 2026 in Review

Ancora Advisors held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q1 2026 at 95 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Ancora Advisors first reported a position in EES in Q3 2018 and has held it in 27 quarters since. The position peaked at $9K in Q3 2018. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Ancora Advisors held 95 shares of WisdomTree US SmallCap Earnings Fund worth $5.51K as of Q1 2026.
  • Ancora Advisors left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q1 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1950 holding.
  • Ancora Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2018 and has held it in 27 quarters since.
  • Ancora Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $9K in Q3 2018.
  • 164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.