Janney Montgomery Scott
EES icon

Janney Montgomery Scott’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Janney Montgomery Scott’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
Q3 		$262K Hold
4,064
– – ﹤0.01% 2851
2026
Q2 		$275K Hold
4,064
– – ﹤0.01% 2800
2026
Q1 		$236K Sell
4,064
-285
-7% -$16.8K ﹤0.01% 2539
2025
Q4 		$248K Sell
4,349
-461
-10% -$25.8K ﹤0.01% 2675
2025
Q3 		$269K Hold
4,810
– – ﹤0.01% 2557
2025
Q2 		$245K Hold
4,810
– – ﹤0.01% 2459
2025
Q1 		$235K Sell
4,810
-60
-1% -$3.16K ﹤0.01% 2444
2024
Q4 		$263K Sell
4,870
-84
-2% -$4.61K ﹤0.01% 2391
2024
Q3 		$261K Sell
4,954
-179
-3% -$9.07K ﹤0.01% 2373
2024
Q2 		$242K Sell
5,133
-117
-2% -$5.6K ﹤0.01% 2333
2024
Q1 		$263K Sell
5,250
-9
-0.2% -$433 ﹤0.01% 2417
2023
Q4 		$262K Sell
5,259
-866
-14% -$38.3K ﹤0.01% 2309
2023
Q3 		$265K Sell
6,125
-7
-0.1% -$318 ﹤0.01% 2211
2023
Q2 		$275K Buy
6,132
+910
+17% +$38.8K ﹤0.01% 2277
2023
Q1 		$226K Hold
5,222
– – ﹤0.01% 2222
2022
Q4 		$222K Hold
5,222
– – ﹤0.01% 2307
2022
Q3 		$205K Sell
5,222
-391
-7% -$17K ﹤0.01% 2274
2022
Q2 		$235K Sell
5,613
-158,635
-97% -$7.06M ﹤0.01% 2051
2022
Q1 		$7.88M Buy
+164,248
New +$7.98M 0.03% 448
2020
Q3 		– Sell
-93,103
Closed -$2.64M – 2077
2020
Q2 		$2.64M Buy
93,103
+68,878
+284% +$1.79M 0.02% 666
2020
Q1 		$541K Buy
+24,225
New +$781K ﹤0.01% 1183

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
SIAIK
Summit Investment Advisors, Inc.\KS Leawood, Kansas $221M AUM 18.84% 1-Year Est. Return

Janney Montgomery Scott's EES Position: Q3 2026 in Review

Janney Montgomery Scott held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q3 2026 at 4,064 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2851.

Janney Montgomery Scott first reported a position in EES in Q1 2020 and has held it in 21 quarters since. The position peaked at $7.88M in Q1 2022. 149 funds tracked by Wall St. Rank hold EES as of Q3 2026.

  • Janney Montgomery Scott held 4,064 shares of WisdomTree US SmallCap Earnings Fund worth $262K as of Q3 2026.
  • Janney Montgomery Scott left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q3 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2851 holding.
  • Janney Montgomery Scott first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2020 and has held it in 21 quarters since.
  • Janney Montgomery Scott's WisdomTree US SmallCap Earnings Fund position peaked at $7.88M in Q1 2022.
  • 149 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.