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Insight Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Insight Advisors’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 		– Sell
-5,146
Closed -$299K – 247
2026
Q1 		$299K Sell
5,146
-49,046
-91% -$2.9M 0.06% 186
2025
Q4 		$3.09M Buy
54,192
+13,951
+35% +$780K 0.47% 37
2025
Q3 		$2.25M Buy
40,241
+123
+0.3% +$6.66K 0.34% 48
2025
Q2 		$2.04M Buy
40,118
+1,765
+5% +$85.2K 0.33% 50
2025
Q1 		$1.87M Buy
38,353
+1,661
+5% +$87.5K 0.33% 49
2024
Q4 		$1.97M Buy
36,692
+538
+1% +$29.5K 0.33% 51
2024
Q3 		$1.91M Sell
36,154
-1,535
-4% -$77.8K 0.33% 50
2024
Q2 		$1.78M Buy
37,689
+6,563
+21% +$314K 0.32% 55
2024
Q1 		$1.56M Sell
31,126
-680
-2% -$32.7K 0.3% 59
2023
Q4 		$1.58M Sell
31,806
-817
-3% -$36.1K 0.34% 50
2023
Q3 		$1.41M Sell
32,623
-876
-3% -$39.9K 0.32% 51
2023
Q2 		$1.5M Buy
33,499
+9,400
+39% +$401K 0.34% 46
2023
Q1 		$1.04M Buy
24,099
+7,364
+44% +$334K 0.24% 67
2022
Q4 		$714K Buy
+16,735
New +$723K 0.25% 103
2021
Q2 		– Sell
-4,610
Closed -$222K – 317
2021
Q1 		$222K Buy
+4,610
New +$205K 0.07% 300

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

Insight Advisors's EES Position: Q2 2026 in Review

Insight Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026, closing a stake of 5,146 shares — an estimated $299K sold.

Insight Advisors first reported a position in EES in Q1 2021 and held it in 15 quarters. The position peaked at $3.09M in Q4 2025. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Insight Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2026 after selling out during the quarter.
  • Insight Advisors sold 5,146 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $299K.
  • Insight Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2021 and held it in 15 quarters.
  • Insight Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $3.09M in Q4 2025.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.