Betterment LLC
EES icon

Betterment LLC’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Betterment LLC’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 		$518K Sell
7,646
-470
-6% -$29.8K ﹤0.01% 474
2026
Q1 		$471K Sell
8,116
-641
-7% -$37.9K ﹤0.01% 452
2025
Q4 		$499K Sell
8,757
-527
-6% -$29.5K ﹤0.01% 407
2025
Q3 		$519K Sell
9,284
-159
-2% -$8.61K ﹤0.01% 381
2025
Q2 		$481K Buy
9,443
+843
+10% +$40.7K ﹤0.01% 362
2025
Q1 		$420K Buy
8,600
+1,045
+14% +$55K ﹤0.01% 359
2024
Q4 		$408K Sell
7,555
-357
-5% -$19.6K ﹤0.01% 350
2024
Q3 		$417K Sell
7,912
-103
-1% -$5.22K ﹤0.01% 331
2024
Q2 		$378K Buy
8,015
+542
+7% +$26K ﹤0.01% 317
2024
Q1 		$375K Sell
7,473
-5
-0.1% -$241 ﹤0.01% 287
2023
Q4 		$373K Sell
7,478
-358
-5% -$15.8K ﹤0.01% 256
2023
Q3 		$339K Buy
7,836
+186
+2% +$8.46K ﹤0.01% 252
2023
Q2 		$343K Sell
7,650
-91
-1% -$3.88K ﹤0.01% 236
2023
Q1 		$335K Buy
7,741
+55
+0.7% +$2.49K ﹤0.01% 223
2022
Q4 		$327K Buy
7,686
+764
+11% +$33K ﹤0.01% 220
2022
Q3 		$285K Hold
6,922
– – ﹤0.01% 208
2022
Q2 		$285K Buy
6,922
+1,287
+23% +$57.3K ﹤0.01% 208
2022
Q1 		$270K Buy
+5,635
New +$274K ﹤0.01% 208

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

Betterment LLC's EES Position: Q2 2026 in Review

Betterment LLC reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 5.8% in Q2 2026, selling an estimated $29.8K and leaving 7,646 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Betterment LLC first reported a position in EES in Q1 2022 and has held it in 18 quarters since. The position peaked at $519K in Q3 2025. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Betterment LLC held 7,646 shares of WisdomTree US SmallCap Earnings Fund worth $518K as of Q2 2026.
  • Betterment LLC sold 470 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $29.8K.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #474 holding.
  • Betterment LLC first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2022 and has held it in 18 quarters since.
  • Betterment LLC's WisdomTree US SmallCap Earnings Fund position peaked at $519K in Q3 2025.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.