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 Q3	$9K	Buy	139 +2	+1%	+$135	0.01%	1529
2026 Q2	$9K	Sell	137 -53	-28%	-$3.36K	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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

SIAIK

Summit Investment Advisors, Inc.\KS Leawood, Kansas $221M AUM 18.84% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

CANC

Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

Covestor's EES Position: Q3 2026 in Review

Covestor increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 1.5% in Q3 2026, buying an estimated $135 and bringing the position to 139 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1529.

Covestor first reported a position in EES in Q3 2022 and has held it in 17 quarters since. The position peaked at $11K in Q1 2026. 106 funds tracked by Wall St. Rank hold EES as of Q3 2026.

Covestor held 139 shares of WisdomTree US SmallCap Earnings Fund worth $9K as of Q3 2026.
Covestor bought 2 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $135.
WisdomTree US SmallCap Earnings Fund made up 0.01% of Covestor's portfolio in Q3 2026, its #1529 holding.
Covestor first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2022 and has held it in 17 quarters since.
Covestor's WisdomTree US SmallCap Earnings Fund position peaked at $11K in Q1 2026.
106 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.