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Freedom Investment Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Freedom Investment 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 		$475K Buy
7,009
+357
+5% +$22.7K 0.13% 60
2026
Q1 		$386K Sell
6,652
-378
-5% -$22.3K 0.11% 62
2025
Q4 		$400K Sell
7,030
-10
-0.1% -$559 0.12% 61
2025
Q3 		$393K Buy
7,040
+2,078
+42% +$113K 0.1% 91
2025
Q2 		$253K Sell
4,962
-86
-2% -$4.15K 0.02% 643
2025
Q1 		$247K Sell
5,048
-26
-0.5% -$1.37K 0.02% 654
2024
Q4 		$274K Buy
5,074
+20
+0.4% +$1.1K 0.02% 627
2024
Q3 		$267K Sell
5,054
-188,496
-97% -$9.55M 0.02% 637
2024
Q2 		$9.12M Buy
193,550
+1,875
+1% +$89.8K 0.75% 27
2024
Q1 		$9.61M Sell
191,675
-6,178
-3% -$297K 0.77% 24
2023
Q4 		$9.86M Buy
+197,853
New +$8.75M 0.8% 23
2018
Q1 		– Sell
-24,118
Closed -$874K – 1144
2017
Q4 		$874K Sell
24,118
-3,451
-13% -$123K 0.04% 411
2017
Q3 		$964K Buy
27,569
+1,318
+5% +$43.1K 0.05% 348
2017
Q2 		$862K Sell
26,251
-1,797
-6% -$58.1K 0.05% 369
2017
Q1 		$903K Buy
28,048
+331
+1% +$10.7K 0.05% 328
2016
Q4 		$902K Sell
27,717
-108
-0.4% -$3.23K 0.06% 276
2016
Q3 		$788K Buy
27,825
+228
+0.8% +$6.32K 0.05% 314
2016
Q2 		$727K Buy
27,597
+1,686
+7% +$43.9K 0.05% 306
2016
Q1 		$664K Sell
25,911
-1,176
-4% -$27.8K 0.05% 313
2015
Q4 		$684K Sell
27,087
-8,382
-24% -$218K 0.05% 298
2015
Q3 		$388K Buy
35,469
+15,225
+75% +$402K 0.04% 396
2015
Q2 		$571K Buy
20,244
+1,341
+7% +$38.1K 0.06% 303
2015
Q1 		$532K Sell
18,903
-732
-4% -$19.9K 0.06% 281
2014
Q4 		$542K Sell
19,635
-330
-2% -$8.76K 0.07% 264
2014
Q3 		$506K Buy
19,965
+774
+4% +$20.7K 0.09% 236
2014
Q2 		$529K Sell
19,191
-306
-2% -$8.18K 0.09% 219
2014
Q1 		$530K Buy
19,497
+471
+2% +$12.5K 0.11% 175
2013
Q4 		$518K Sell
19,026
-180
-0.9% -$4.66K 0.13% 152
2013
Q3 		$474K Buy
19,206
+714
+4% +$17.1K 0.14% 129
2013
Q2 		$412K Buy
+18,492
New +$399K 0.14% 126

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Freedom Investment Management's EES Position: Q2 2026 in Review

Freedom Investment Management increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 5.4% in Q2 2026, buying an estimated $22.7K and bringing the position to 7,009 shares worth $475K. The position accounts for 0.13% of the portfolio, ranked #60.

Freedom Investment Management first reported a position in EES in Q2 2013 and has held it in 30 quarters since. The position peaked at $9.86M in Q4 2023. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Freedom Investment Management held 7,009 shares of WisdomTree US SmallCap Earnings Fund worth $475K as of Q2 2026.
  • Freedom Investment Management bought 357 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $22.7K.
  • WisdomTree US SmallCap Earnings Fund made up 0.13% of Freedom Investment Management's portfolio in Q2 2026, its #60 holding.
  • Freedom Investment Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and has held it in 30 quarters since.
  • Freedom Investment Management's WisdomTree US SmallCap Earnings Fund position peaked at $9.86M in Q4 2023.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.