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Blue Capital Inc’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Blue Capital Inc’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
2024
Q4 		$799K Buy
+14,813
New +$813K 0.56% 51

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Blue Capital Inc's EES Position: Q4 2024 in Review

Blue Capital Inc opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q4 2024: 14,813 shares worth $799K. The stake represents 0.56% of the portfolio and ranks #51 among its holdings.

160 funds tracked by Wall St. Rank hold EES as of Q4 2024.

  • Blue Capital Inc held 14,813 shares of WisdomTree US SmallCap Earnings Fund worth $799K as of Q4 2024.
  • WisdomTree US SmallCap Earnings Fund was a new Blue Capital Inc position in Q4 2024.
  • WisdomTree US SmallCap Earnings Fund made up 0.56% of Blue Capital Inc's portfolio in Q4 2024, its #51 holding.
  • 160 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2024.

Based on Blue Capital Inc's 13F filing for Q4 2024, filed 14 Feb 2025.