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Concurrent Investment Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Concurrent Investment Advisors’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
Q1 		– Sell
-18,469
Closed -$1.05M – 1964
2025
Q4 		$1.05M Buy
18,469
+7,223
+64% +$404K 0.01% 808
2025
Q3 		$628K Sell
11,246
-3,232
-22% -$175K 0.01% 821
2025
Q2 		$738K Buy
14,478
+3,184
+28% +$154K 0.01% 699
2025
Q1 		$552K Buy
+11,294
New +$595K 0.01% 724

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Concurrent Investment Advisors's EES Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2026, closing a stake of 18,469 shares — an estimated $1.05M sold.

Concurrent Investment Advisors first reported a position in EES in Q1 2025 and held it in 4 quarters. The position peaked at $1.05M in Q4 2025. 165 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 18,469 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $1.05M.
  • Concurrent Investment Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2025 and held it in 4 quarters.
  • Concurrent Investment Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $1.05M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.