Institute for Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Institute for Wealth 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	$291K	Hold	4,290	–	–	0.03%	431
2026 Q1	$249K	Hold	4,290	–	–	0.03%	471
2025 Q4	$244K	Hold	4,290	–	–	0.03%	495
2025 Q3	$240K	Hold	4,290	–	–	0.03%	510
2025 Q2	$219K	Hold	4,290	–	–	0.02%	519
2025 Q1	$210K	Hold	4,290	–	–	0.03%	499
2024 Q4	$231K	Hold	4,290	–	–	0.03%	459
2024 Q3	$226K	Hold	4,290	–	–	0.03%	487
2024 Q2	$202K	Hold	4,290	–	–	0.03%	479
2024 Q1	$215K	Hold	4,290	–	–	0.03%	471
2023 Q4	$214K	Buy	+4,290	New	+$190K	0.03%	449
2022 Q2	–	Sell	-4,290	Closed	-$206K	–	539
2022 Q1	$206K	Hold	4,290	–	–	0.03%	507
2021 Q4	$221K	Hold	4,290	–	–	0.04%	450
2021 Q3	$207K	Hold	4,290	–	–	0.04%	458
2021 Q2	$212K	Hold	4,290	–	–	0.04%	452
2021 Q1	$203K	Buy	+4,290	New	+$191K	0.04%	446
2020 Q1	–	Sell	-4,325	Closed	-$166K	–	446
2019 Q4	$166K	Buy	+4,325	New	+$160K	0.04%	437
2019 Q3	–	Sell	-9,213	Closed	-$331K	–	437
2019 Q2	$331K	Buy	9,213 +1,949	+27%	+$70.4K	0.07%	332
2019 Q1	$262K	Buy	+7,264	New	+$262K	0.06%	361

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institute for Wealth Management's EES Position: Q2 2026 in Review

Institute for Wealth Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 4,290 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #431.

Institute for Wealth Management first reported a position in EES in Q1 2019 and has held it in 19 quarters since. The position peaked at $331K in Q2 2019. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Institute for Wealth Management held 4,290 shares of WisdomTree US SmallCap Earnings Fund worth $291K as of Q2 2026.
Institute for Wealth Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #431 holding.
Institute for Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2019 and has held it in 19 quarters since.
Institute for Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $331K in Q2 2019.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.