AI
EES icon

Atria Investments’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Atria Investments’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 		$1.84M Sell
27,111
-17,084
-39% -$1.08M 0.02% 799
2026
Q1 		$2.57M Sell
44,195
-908
-2% -$53.7K 0.03% 602
2025
Q4 		$2.57M Sell
45,103
-5,355
-11% -$299K 0.03% 618
2025
Q3 		$2.82M Buy
50,458
+10,756
+27% +$582K 0.03% 589
2025
Q2 		$2.02M Buy
39,702
+6,140
+18% +$296K 0.02% 721
2025
Q1 		$1.64M Buy
33,562
+2,276
+7% +$120K 0.02% 783
2024
Q4 		$1.69M Buy
31,286
+262
+0.8% +$14.4K 0.02% 752
2024
Q3 		$1.64M Buy
31,024
+12,306
+66% +$624K 0.02% 742
2024
Q2 		$882K Sell
18,718
-22,338
-54% -$1.07M 0.01% 1005
2024
Q1 		$2.06M Buy
41,056
+2,265
+6% +$109K 0.03% 640
2023
Q4 		$1.93M Buy
+38,791
New +$1.72M 0.03% 611
2018
Q4 		– Sell
-7,455
Closed -$297K – 913
2018
Q3 		$297K Sell
7,455
-70,139
-90% -$2.8M 0.01% 769
2018
Q2 		$3M Buy
77,594
+3,664
+5% +$138K 0.13% 142
2018
Q1 		$2.64M Buy
73,930
+1,625
+2% +$59.2K 0.13% 165
2017
Q4 		$2.62M Sell
72,305
-3,328
-4% -$119K 0.13% 176
2017
Q3 		$2.65M Buy
75,633
+2,902
+4% +$95K 0.14% 155
2017
Q2 		$2.39M Buy
72,731
+4,498
+7% +$145K 0.15% 155
2017
Q1 		$2.2M Buy
68,233
+8,029
+13% +$259K 0.14% 163
2016
Q4 		$1.96M Buy
60,204
+894
+2% +$26.8K 0.15% 135
2016
Q3 		$1.68M Buy
59,310
+15,348
+35% +$425K 0.15% 120
2016
Q2 		$1.16M Buy
43,962
+9,117
+26% +$237K 0.12% 148
2016
Q1 		$894K Buy
34,845
+13,218
+61% +$312K 0.1% 163
2015
Q4 		$500K Sell
21,627
-4,131
-16% -$108K 0.06% 229
2015
Q3 		$631K Buy
25,758
+3,696
+17% +$97.5K 0.09% 160
2015
Q2 		$623K Buy
22,062
+6,189
+39% +$176K 0.07% 201
2015
Q1 		$447K Buy
15,873
+2,724
+21% +$74.2K 0.05% 265
2014
Q4 		$363K Buy
13,149
+2,286
+21% +$60.7K 0.04% 300
2014
Q3 		$275K Buy
10,863
+2,034
+23% +$54.3K 0.03% 381
2014
Q2 		$243K Buy
+8,829
New +$236K 0.02% 373

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

Atria Investments's EES Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 39% in Q2 2026, selling an estimated $1.08M and leaving 27,111 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #799.

Atria Investments first reported a position in EES in Q2 2014 and has held it in 29 quarters since. The position peaked at $3M in Q2 2018. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Atria Investments held 27,111 shares of WisdomTree US SmallCap Earnings Fund worth $1.84M as of Q2 2026.
  • Atria Investments sold 17,084 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $1.08M.
  • WisdomTree US SmallCap Earnings Fund made up 0.02% of Atria Investments's portfolio in Q2 2026, its #799 holding.
  • Atria Investments first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2014 and has held it in 29 quarters since.
  • Atria Investments's WisdomTree US SmallCap Earnings Fund position peaked at $3M in Q2 2018.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.