Equitable Holdings’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Equitable Holdings’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	$293K	Buy	4,319 +161	+4%	+$10.2K	﹤0.01%	1563
2026 Q1	$237K	Sell	4,158 -340	-8%	-$20.1K	﹤0.01%	1551
2025 Q4	$256K	Sell	4,498 -300	-6%	-$16.8K	﹤0.01%	1392
2025 Q3	$268K	Buy	4,798 +3	+0.1%	+$162	﹤0.01%	1317
2025 Q2	$244K	Buy	+4,795	New	+$231K	﹤0.01%	1281
2025 Q1	–	Sell	-4,360	Closed	-$235K	–	1352
2024 Q4	$235K	Sell	4,360 -498	-10%	-$27.3K	﹤0.01%	1142
2024 Q3	$256K	Sell	4,858 -679	-12%	-$34.4K	﹤0.01%	1095
2024 Q2	$261K	Buy	5,537 +328	+6%	+$15.7K	﹤0.01%	1035
2024 Q1	$261K	Buy	+5,209	New	+$251K	﹤0.01%	1003

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

Equitable Holdings's EES Position: Q2 2026 in Review

Equitable Holdings increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 3.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 4,319 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Equitable Holdings first reported a position in EES in Q1 2024 and has held it in 9 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Equitable Holdings held 4,319 shares of WisdomTree US SmallCap Earnings Fund worth $293K as of Q2 2026.
Equitable Holdings bought 161 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $10.2K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1563 holding.
Equitable Holdings first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2024 and has held it in 9 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.