Covestor’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Covestor’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	$9K	Sell	137 -53	-28%	-$3.37K	0.01%	1657
2026 Q1	$11K	Buy	190 +57	+43%	+$3.37K	0.01%	1345
2025 Q4	$8K	Buy	133 +3	+2%	+$168	﹤0.01%	1698
2025 Q3	$7K	Buy	130 +21	+19%	+$1.14K	﹤0.01%	1796
2025 Q2	$6K	Buy	109 +15	+16%	+$724	﹤0.01%	1724
2025 Q1	$5K	Buy	94 +26	+38%	+$1.37K	﹤0.01%	1726
2024 Q4	$4K	Buy	68 +22	+48%	+$1.21K	﹤0.01%	1755
2024 Q3	$2K	Sell	46 -11	-19%	-$557	﹤0.01%	1805
2024 Q2	$3K	Buy	57 +11	+24%	+$527	﹤0.01%	1803
2024 Q1	$2K	Buy	46 +5	+12%	+$241	﹤0.01%	1840
2023 Q4	$2K	Sell	41 -30	-42%	-$1.33K	﹤0.01%	1843
2023 Q3	$3K	Buy	71 +4	+6%	+$182	﹤0.01%	1762
2023 Q2	$3K	Sell	67 -62	-48%	-$2.64K	﹤0.01%	1757
2023 Q1	$6K	Sell	129 -23	-15%	-$1.04K	0.01%	1507
2022 Q4	$7K	Sell	152 -10	-6%	-$432	0.01%	1464
2022 Q3	$6K	Buy	+162	New	+$7.05K	0.01%	1436

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Covestor's EES Position: Q2 2026 in Review

Covestor reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 28% in Q2 2026, selling an estimated $3.37K and leaving 137 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1657.

Covestor first reported a position in EES in Q3 2022 and has held it in 16 quarters since. The position peaked at $11K in Q1 2026. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Covestor held 137 shares of WisdomTree US SmallCap Earnings Fund worth $9K as of Q2 2026.
Covestor sold 53 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $3.37K.
WisdomTree US SmallCap Earnings Fund made up 0.01% of Covestor's portfolio in Q2 2026, its #1657 holding.
Covestor first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2022 and has held it in 16 quarters since.
Covestor's WisdomTree US SmallCap Earnings Fund position peaked at $11K in Q1 2026.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.