Forefront Analytics’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $478K | Sell |
8,232
-9,528
| -54% | -$563K | 0.43% | 18 |
|
|
2025
Q4 | $1.01M | Sell |
17,760
-159
| -0.9% | -$8.89K | 0.89% | 15 |
|
|
2025
Q3 | $1M | Sell |
17,919
-2,652
| -13% | -$144K | 0.96% | 18 |
|
|
2025
Q2 | $1.05M | Sell |
20,571
-5,435
| -21% | -$262K | 1.17% | 16 |
|
|
2025
Q1 | $1.27M | Buy |
26,006
+341
| +1% | +$18K | 1.46% | 14 |
|
|
2024
Q4 | $1.38M | Sell |
25,665
-387
| -1% | -$21.2K | 0.64% | 32 |
|
|
2024
Q3 | $1.37M | Sell |
26,052
-4,372
| -14% | -$222K | 0.65% | 33 |
|
|
2024
Q2 | $1.43M | Buy |
30,424
+3,694
| +14% | +$177K | 0.69% | 32 |
|
|
2024
Q1 | $1.34M | Sell |
26,730
-6,522
| -20% | -$314K | 0.65% | 33 |
|
|
2023
Q4 | $1.66M | Buy |
33,252
+77
| +0.2% | +$3.41K | 0.82% | 29 |
|
|
2023
Q3 | $1.44M | Sell |
33,175
-522
| -2% | -$23.7K | 0.81% | 30 |
|
|
2023
Q2 | $1.51M | Sell |
33,697
-8,912
| -21% | -$380K | 0.86% | 29 |
|
|
2023
Q1 | $1.84M | Sell |
42,609
-1,481
| -3% | -$67.1K | 0.95% | 27 |
|
|
2022
Q4 | $1.88M | Sell |
44,090
-12,098
| -22% | -$523K | 1% | 26 |
|
|
2022
Q3 | $2.2M | Sell |
56,188
-492
| -0.9% | -$21.4K | 1.17% | 22 |
|
|
2022
Q2 | $2.33M | Sell |
56,680
-55,493
| -49% | -$2.47M | 1.13% | 22 |
|
|
2022
Q1 | $5.38M | Buy |
112,173
+201
| +0.2% | +$9.77K | 2% | 18 |
|
|
2021
Q4 | $5.75M | Sell |
111,972
-72,451
| -39% | -$3.69M | 1.93% | 19 |
|
|
2021
Q3 | $8.92M | Buy |
184,423
+3,475
| +2% | +$168K | 3.25% | 15 |
|
|
2021
Q2 | $8.94M | Buy |
180,948
+4,431
| +3% | +$217K | 3.55% | 14 |
|
|
2021
Q1 | $8.36M | Sell |
176,517
-11,012
| -6% | -$491K | 3.56% | 14 |
|
|
2020
Q4 | $7.3M | Buy |
187,529
+11,722
| +7% | +$411K | 3.17% | 15 |
|
|
2020
Q3 | $5.25M | Buy |
175,807
+126,224
| +255% | +$3.81M | 2.45% | 17 |
|
|
2020
Q2 | $1.41M | Buy |
49,583
+8,683
| +21% | +$226K | 0.86% | 29 |
|
|
2020
Q1 | $913K | Sell |
40,900
-33,150
| -45% | -$1.07M | 0.73% | 30 |
|
|
2019
Q4 | $2.85M | Buy |
74,050
+14,935
| +25% | +$552K | 1.11% | 24 |
|
|
2019
Q3 | $2.11M | Buy |
59,115
+33,900
| +134% | +$1.18M | 0.87% | 27 |
|
|
2019
Q2 | $905K | Buy |
25,215
+4,449
| +21% | +$161K | 0.39% | 31 |
|
|
2019
Q1 | $752K | Sell |
20,766
-30,258
| -59% | -$1.09M | 0.48% | 33 |
|
|
2018
Q4 | $1.64M | Sell |
51,024
-35,276
| -41% | -$1.26M | 0.91% | 29 |
|
|
2018
Q3 | $3.44M | Buy |
86,300
+521
| +0.6% | +$20.8K | 1.56% | 27 |
|
|
2018
Q2 | $3.32M | Buy |
85,779
+20,682
| +32% | +$777K | 1.54% | 26 |
|
|
2018
Q1 | $2.33M | Sell |
65,097
-22,841
| -26% | -$832K | 1.31% | 25 |
|
|
2017
Q4 | $3.19M | Buy |
+87,938
| New | +$3.13M | 1.9% | 20 |
|
Other funds holding EES
KFI
SC
AWA
Forefront Analytics's EES Position: Q1 2026 in Review
Forefront Analytics reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 54% in Q1 2026, selling an estimated $563K and leaving 8,232 shares worth $478K. The position accounts for 0.43% of the portfolio, ranked #18.
Forefront Analytics first reported a position in EES in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.94M in Q2 2021. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.
- Forefront Analytics held 8,232 shares of WisdomTree US SmallCap Earnings Fund worth $478K as of Q1 2026.
- Forefront Analytics sold 9,528 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $563K.
- WisdomTree US SmallCap Earnings Fund made up 0.43% of Forefront Analytics's portfolio in Q1 2026, its #18 holding.
- Forefront Analytics first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2017 and has held it in 34 quarters since.
- Forefront Analytics's WisdomTree US SmallCap Earnings Fund position peaked at $8.94M in Q2 2021.
- 164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.
Based on Forefront Analytics's 13F filing for Q1 2026, filed 13 May 2026.