Chicago Partners Investment Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $502K | Buy |
7,487
+1,216
| +19% | +$77.2K | 0.01% | 997 |
|
|
2026
Q1 | $394K | Buy |
6,271
+9
| +0.1% | +$532 | 0.01% | 1009 |
|
|
2025
Q4 | $374K | Sell |
6,262
-1,085
| -15% | -$60.7K | 0.01% | 914 |
|
|
2025
Q3 | $411K | Buy |
7,347
+17
| +0.2% | +$920 | 0.01% | 804 |
|
|
2025
Q2 | $394K | Buy |
7,330
+19
| +0.3% | +$917 | 0.01% | 701 |
|
|
2025
Q1 | $348K | Buy |
7,311
+13
| +0.2% | +$685 | 0.01% | 638 |
|
|
2024
Q4 | $391K | Buy |
7,298
+19
| +0.3% | +$1.04K | 0.01% | 578 |
|
|
2024
Q3 | $380K | Buy |
7,279
+16
| +0.2% | +$811 | 0.01% | 561 |
|
|
2024
Q2 | $386K | Buy |
7,263
+21
| +0.3% | +$1.01K | 0.01% | 532 |
|
|
2024
Q1 | $346K | Buy |
7,242
+422
| +6% | +$20.3K | 0.01% | 538 |
|
|
2023
Q4 | $326K | Buy |
6,820
+116
| +2% | +$5.13K | 0.02% | 525 |
|
|
2023
Q3 | $271K | Buy |
6,704
+50
| +0.8% | +$2.27K | 0.01% | 536 |
|
|
2023
Q2 | $316K | Buy |
+6,654
| New | +$284K | 0.02% | 518 |
|
|
2021
Q1 | – | Sell |
-5,262
| Closed | -$224K | – | 527 |
|
|
2020
Q4 | $224K | Buy |
+5,262
| New | +$184K | 0.02% | 421 |
|
|
2020
Q2 | – | Sell |
-14,061
| Closed | -$331K | – | 389 |
|
|
2020
Q1 | $331K | Hold |
14,061
| – | – | 0.05% | 236 |
|
|
2019
Q4 | $539K | Hold |
14,061
| – | – | 0.07% | 207 |
|
|
2019
Q3 | $514K | Hold |
14,061
| – | – | 0.07% | 197 |
|
|
2019
Q2 | $491K | Sell |
14,061
-365
| -3% | -$13.2K | 0.07% | 191 |
|
|
2019
Q1 | $544K | Buy |
14,426
+518
| +4% | +$18.7K | 0.08% | 171 |
|
|
2018
Q4 | $484K | Hold |
13,908
| – | – | 0.07% | 186 |
|
|
2018
Q3 | $492K | Hold |
13,908
| – | – | 0.07% | 185 |
|
|
2018
Q2 | $538K | Hold |
13,908
| – | – | 0.08% | 166 |
|
|
2018
Q1 | $497K | Hold |
13,908
| – | – | 0.09% | 154 |
|
|
2017
Q4 | $504K | Hold |
13,908
| – | – | 0.08% | 158 |
|
|
2017
Q3 | $486K | Sell |
13,908
-888
| -6% | -$29.1K | 0.08% | 154 |
|
|
2017
Q2 | $725K | Buy |
14,796
+11,985
| +426% | +$387K | 0.19% | 90 |
|
|
2017
Q1 | $91K | Hold |
2,811
| – | – | 0.03% | 258 |
|
|
2016
Q4 | $91K | Hold |
2,811
| – | – | 0.03% | 237 |
|
|
2016
Q3 | $80K | Hold |
2,811
| – | – | 0.03% | 252 |
|
|
2016
Q2 | $74K | Hold |
2,811
| – | – | 0.04% | 214 |
|
|
2016
Q1 | $72K | Hold |
2,811
| – | – | 0.04% | 201 |
|
|
2015
Q4 | $71K | Hold |
2,811
| – | – | 0.03% | 257 |
|
|
2015
Q3 | $69K | Sell |
2,811
-1,263
| -31% | -$33.3K | 0.04% | 206 |
|
|
2015
Q2 | $114K | Buy |
4,074
+2,016
| +98% | +$57.3K | 0.05% | 181 |
|
|
2015
Q1 | $57K | Buy |
+2,058
| New | +$56.1K | 0.03% | 210 |
|
Other funds holding EES
SC
KFI
Chicago Partners Investment Group's EES Position: Q2 2026 in Review
Chicago Partners Investment Group increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 19% in Q2 2026, buying an estimated $77.2K and bringing the position to 7,487 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #997.
Chicago Partners Investment Group first reported a position in EES in Q1 2015 and has held it in 35 quarters since. The position peaked at $725K in Q2 2017. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.
- Chicago Partners Investment Group held 7,487 shares of WisdomTree US SmallCap Earnings Fund worth $502K as of Q2 2026.
- Chicago Partners Investment Group bought 1,216 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $77.2K.
- WisdomTree US SmallCap Earnings Fund made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #997 holding.
- Chicago Partners Investment Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2015 and has held it in 35 quarters since.
- Chicago Partners Investment Group's WisdomTree US SmallCap Earnings Fund position peaked at $725K in Q2 2017.
- 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.
Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.