Fidelity Investments
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Fidelity Investments’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Fidelity Investments’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 		$379K Buy
6,530
+252
+4% +$14.9K ﹤0.01% 3229
2025
Q4 		$357K Sell
6,278
-2
-0% -$112 ﹤0.01% 3203
2025
Q3 		$351K Sell
6,280
-132
-2% -$7.15K ﹤0.01% 3166
2025
Q2 		$327K Buy
6,412
+1,166
+22% +$56.3K ﹤0.01% 3122
2025
Q1 		$256K Sell
5,246
-3
-0.1% -$158 ﹤0.01% 3149
2024
Q4 		$283K Buy
5,249
+813
+18% +$44.6K ﹤0.01% 3133
2024
Q3 		$234K Buy
4,436
+1,211
+38% +$61.4K ﹤0.01% 3146
2024
Q2 		$152K Buy
3,225
+2
+0.1% +$96 ﹤0.01% 3136
2024
Q1 		$162K Buy
3,223
+396
+14% +$19.1K ﹤0.01% 3104
2023
Q4 		$141K Buy
2,827
+80
+3% +$3.54K ﹤0.01% 3077
2023
Q3 		$119K Buy
2,747
+1,245
+83% +$56.6K ﹤0.01% 3048
2023
Q2 		$67.3K Sell
1,502
-240
-14% -$10.2K ﹤0.01% 3312
2023
Q1 		$75.3K Buy
1,742
+518
+42% +$23.5K ﹤0.01% 3291
2022
Q4 		$52.1K Buy
1,224
+527
+76% +$22.8K ﹤0.01% 3423
2022
Q3 		$27K Sell
697
-1,580
-69% -$68.8K ﹤0.01% 3729
2022
Q2 		$94K Buy
2,277
+447
+24% +$19.9K ﹤0.01% 3352
2022
Q1 		$88K Buy
+1,830
New +$88.9K ﹤0.01% 3490
2021
Q3 		– Sell
-2
Closed – – 4501
2021
Q2 		$0 Buy
2
+1
+100% +$49 ﹤0.01% 4395
2021
Q1 		$0 Buy
+1
New +$45 ﹤0.01% 4090
2020
Q4 		– Sell
-360
Closed -$11K – 3921
2020
Q3 		$11K Sell
360
-1
-0.3% -$30 ﹤0.01% 3168
2020
Q2 		$10K Hold
361
– – ﹤0.01% 3109
2020
Q1 		$8K Sell
361
-1,861
-84% -$60K ﹤0.01% 3149
2019
Q4 		$85K Buy
2,222
+966
+77% +$35.7K ﹤0.01% 2791
2019
Q3 		$45K Hold
1,256
– – ﹤0.01% 2887
2019
Q2 		$45K Buy
1,256
+494
+65% +$17.8K ﹤0.01% 2886
2019
Q1 		$27K Buy
762
+754
+9,425% +$27.2K ﹤0.01% 2904
2018
Q4 		$0 Buy
+8
New +$285 ﹤0.01% 3635

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Fidelity Investments's EES Position: Q1 2026 in Review

Fidelity Investments increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 4% in Q1 2026, buying an estimated $14.9K and bringing the position to 6,530 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

Fidelity Investments first reported a position in EES in Q4 2018 and has held it in 27 quarters since. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Fidelity Investments held 6,530 shares of WisdomTree US SmallCap Earnings Fund worth $379K as of Q1 2026.
  • Fidelity Investments bought 252 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $14.9K.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3229 holding.
  • Fidelity Investments first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and has held it in 27 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.