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EES icon

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

Harbour 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
Q2 		$733K Sell
10,819
-6
-0.1% -$381 0.01% 946
2026
Q1 		$628K Buy
10,825
+3,971
+58% +$235K 0.01% 948
2025
Q4 		$390K Buy
6,854
+743
+12% +$41.5K 0.01% 965
2025
Q3 		$341K Buy
6,111
+2,399
+65% +$130K 0.01% 983
2025
Q2 		$189K Buy
3,712
+373
+11% +$18K ﹤0.01% 1199
2025
Q1 		$163K Buy
3,339
+558
+20% +$29.4K ﹤0.01% 1197
2024
Q4 		$150K Sell
2,781
-231
-8% -$12.7K ﹤0.01% 1167
2024
Q3 		$159K Buy
3,012
+345
+13% +$17.5K ﹤0.01% 1113
2024
Q2 		$126K Buy
2,667
+479
+22% +$22.9K ﹤0.01% 1137
2024
Q1 		$110K Buy
2,188
+918
+72% +$44.2K ﹤0.01% 1166
2023
Q4 		$63.3K Buy
1,270
+918
+261% +$40.6K ﹤0.01% 1354
2023
Q3 		$15.2K Buy
352
+7
+2% +$318 ﹤0.01% 1872
2023
Q2 		$15.5K Buy
345
+175
+103% +$7.46K ﹤0.01% 1864
2023
Q1 		$7.33K Buy
170
+118
+227% +$5.34K ﹤0.01% 2145
2022
Q4 		$2.23K Hold
52
– – ﹤0.01% 2483
2022
Q3 		$2K Hold
52
– – ﹤0.01% 2423
2022
Q2 		$2K Buy
+52
New +$2.31K ﹤0.01% 2423
2021
Q4 		$3K Sell
57
-5,326
-99% -$272K ﹤0.01% 2312
2021
Q3 		$260K Buy
5,383
+4
+0.1% +$193 0.01% 893
2021
Q2 		$266K Buy
5,379
+2
+0% +$98 0.01% 913
2021
Q1 		$255K Buy
+5,377
New +$240K 0.01% 870

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

Harbour Investments's EES Position: Q2 2026 in Review

Harbour Investments reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.06% in Q2 2026, selling an estimated $381 and leaving 10,819 shares worth $733K. The position accounts for 0.01% of the portfolio, ranked #946.

Harbour Investments first reported a position in EES in Q1 2021 and has held it in 21 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Harbour Investments held 10,819 shares of WisdomTree US SmallCap Earnings Fund worth $733K as of Q2 2026.
  • Harbour Investments sold 6 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $381.
  • WisdomTree US SmallCap Earnings Fund made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #946 holding.
  • Harbour Investments first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2021 and has held it in 21 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.