Cresset Asset Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Cresset Asset Management’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	$540K	Buy	7,963 +235	+3%	+$14.9K	﹤0.01%	1129
2026 Q1	$449K	Hold	7,728	–	–	﹤0.01%	1109
2025 Q4	$440K	Hold	7,728	–	–	﹤0.01%	1126
2025 Q3	$432K	Hold	7,728	–	–	﹤0.01%	1089
2025 Q2	$394K	Hold	7,728	–	–	﹤0.01%	1028
2025 Q1	$377K	Hold	7,728	–	–	﹤0.01%	1208
2024 Q4	$417K	Sell	7,728 -7,728	-50%	-$424K	﹤0.01%	1174
2024 Q3	$815K	Hold	15,456	–	–	﹤0.01%	1264
2024 Q2	$728K	Buy	15,456 +7,728	+100%	+$370K	﹤0.01%	1242
2024 Q1	$387K	Hold	7,728	–	–	﹤0.01%	1463
2023 Q4	$385K	Hold	7,728	–	–	﹤0.01%	1367
2023 Q3	$334K	Hold	7,728	–	–	﹤0.01%	1391
2023 Q2	$346K	Hold	7,728	–	–	﹤0.01%	1458
2023 Q1	$334K	Buy	+7,728	New	+$350K	0.01%	601
2022 Q4	–	Sell	-7,728	Closed	-$303K	–	783
2022 Q3	$303K	Hold	7,728	–	–	﹤0.01%	665
2022 Q2	$318K	Buy	+7,728	New	+$344K	﹤0.01%	698

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

Cresset Asset Management's EES Position: Q2 2026 in Review

Cresset Asset Management increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 3% in Q2 2026, buying an estimated $14.9K and bringing the position to 7,963 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

Cresset Asset Management first reported a position in EES in Q2 2022 and has held it in 16 quarters since. The position peaked at $815K in Q3 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Cresset Asset Management held 7,963 shares of WisdomTree US SmallCap Earnings Fund worth $540K as of Q2 2026.
Cresset Asset Management bought 235 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $14.9K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1129 holding.
Cresset Asset Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2022 and has held it in 16 quarters since.
Cresset Asset Management's WisdomTree US SmallCap Earnings Fund position peaked at $815K in Q3 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.