John Overdeck’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

John Overdeck’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	$712K	Sell	10,500 -8,000	-43%	-$508K	﹤0.01%	3883
2026 Q1	$1.07M	Buy	18,500 +8,400	+83%	+$496K	﹤0.01%	3219
2025 Q4	$575K	Buy	10,100 +5,900	+140%	+$330K	﹤0.01%	3230
2025 Q3	$235K	Sell	4,200 -41,500	-91%	-$2.25M	﹤0.01%	3320
2025 Q2	$2.33M	Sell	45,700 -35,300	-44%	-$1.7M	﹤0.01%	1726
2025 Q1	$3.96M	Buy	81,000 +65,100	+409%	+$3.43M	0.01%	1252
2024 Q4	$858K	Buy	15,900 +800	+5%	+$43.9K	﹤0.01%	2269
2024 Q3	$797K	Buy	15,100 +300	+2%	+$15.2K	﹤0.01%	2241
2024 Q2	$698K	Sell	14,800 -100	-0.7%	-$4.79K	﹤0.01%	2197
2024 Q1	$747K	Buy	14,900 +400	+3%	+$19.2K	﹤0.01%	2134
2023 Q4	$722K	Buy	14,500 +8,200	+130%	+$363K	﹤0.01%	2262
2023 Q3	$273K	Buy	+6,300	New	+$287K	﹤0.01%	2523

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

John Overdeck's EES Position: Q2 2026 in Review

John Overdeck reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 43% in Q2 2026, selling an estimated $508K and leaving 10,500 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #3883.

John Overdeck first reported a position in EES in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.96M in Q1 2025. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

John Overdeck held 10,500 shares of WisdomTree US SmallCap Earnings Fund worth $712K as of Q2 2026.
John Overdeck sold 8,000 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $508K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3883 holding.
John Overdeck first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and has held it in 12 quarters since.
John Overdeck's WisdomTree US SmallCap Earnings Fund position peaked at $3.96M in Q1 2025.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.