Comerica Bank’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Comerica Bank’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
2025 Q4	$112K	Sell	1,969 -888	-31%	-$49.6K	﹤0.01%	2580
2025 Q3	$160K	Sell	2,857 -48	-2%	-$2.6K	﹤0.01%	2427
2025 Q2	$148K	Sell	2,905 -732	-20%	-$35.3K	﹤0.01%	2443
2025 Q1	$178K	Sell	3,637 -80	-2%	-$4.21K	﹤0.01%	2354
2024 Q4	$200K	Sell	3,717 -70	-2%	-$3.84K	﹤0.01%	2312
2024 Q3	$200K	Buy	3,787 +907	+31%	+$46K	﹤0.01%	2295
2024 Q2	$136K	Sell	2,880 -1,972	-41%	-$94.4K	﹤0.01%	2423
2024 Q1	$243K	Sell	4,852 -1,332	-22%	-$64.1K	﹤0.01%	2223
2023 Q4	$308K	Buy	6,184 +409	+7%	+$18.1K	﹤0.01%	2079
2023 Q3	$250K	Buy	+5,775	New	+$263K	﹤0.01%	2123

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Comerica Bank's EES Position: Q4 2025 in Review

Comerica Bank reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 31% in Q4 2025, selling an estimated $49.6K and leaving 1,969 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2580.

Comerica Bank first reported a position in EES in Q3 2023 and has held it in 10 quarters since. The position peaked at $308K in Q4 2023. 166 funds tracked by Wall St. Rank hold EES as of Q4 2025.

Comerica Bank held 1,969 shares of WisdomTree US SmallCap Earnings Fund worth $112K as of Q4 2025.
Comerica Bank sold 888 WisdomTree US SmallCap Earnings Fund shares in Q4 2025, an estimated $49.6K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #2580 holding.
Comerica Bank first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's WisdomTree US SmallCap Earnings Fund position peaked at $308K in Q4 2023.
166 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.