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

Blue Trust 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
2026
Q2 		$184K Hold
2,708
– – ﹤0.01% 809
2026
Q1 		$157K Hold
2,708
– – ﹤0.01% 848
2025
Q4 		$154K Hold
2,708
– – ﹤0.01% 869
2025
Q3 		$151K Hold
2,708
– – ﹤0.01% 908
2025
Q2 		$138K Hold
2,708
– – ﹤0.01% 912
2025
Q1 		$132K Buy
2,708
+2,700
+33,750% +$142K ﹤0.01% 876
2024
Q4 		$432 Hold
8
– – ﹤0.01% 2336
2024
Q3 		$377 Hold
8
– – ﹤0.01% 2817
2024
Q2 		$401 Hold
8
– – ﹤0.01% 2627
2024
Q1 		$401 Buy
+8
New +$385 ﹤0.01% 2025
2023
Q4 		– Sell
-63
Closed -$3K – 2542
2023
Q3 		$3K Buy
+63
New +$2.87K ﹤0.01% 1743

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

Blue Trust Inc's EES Position: Q2 2026 in Review

Blue Trust Inc held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 2,708 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Blue Trust Inc first reported a position in EES in Q3 2023 and has held it in 11 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Blue Trust Inc held 2,708 shares of WisdomTree US SmallCap Earnings Fund worth $184K as of Q2 2026.
  • Blue Trust Inc left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #809 holding.
  • Blue Trust Inc first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and has held it in 11 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.