Mariner
EES icon

Mariner’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Mariner’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 		$7.28M Sell
107,319
-16,831
-14% -$1.07M 0.01% 876
2026
Q1 		$7.21M Buy
124,150
+72,957
+143% +$4.31M 0.01% 899
2025
Q4 		$2.91M Buy
51,193
+45,786
+847% +$2.56M ﹤0.01% 1289
2025
Q3 		$302K Hold
5,407
– – ﹤0.01% 2803
2025
Q2 		$276K Buy
5,407
+324
+6% +$15.6K ﹤0.01% 2783
2025
Q1 		$248K Sell
5,083
-3,979
-44% -$210K ﹤0.01% 2807
2024
Q4 		$489K Sell
9,062
-434
-5% -$23.8K ﹤0.01% 2211
2024
Q3 		$501K Buy
9,496
+1,318
+16% +$66.8K ﹤0.01% 2122
2024
Q2 		$385K Buy
8,178
+2
+0% +$96 ﹤0.01% 2257
2024
Q1 		$410K Sell
8,176
-4,340
-35% -$209K ﹤0.01% 2192
2023
Q4 		$624K Buy
+12,516
New +$554K ﹤0.01% 1798
2019
Q2 		– Sell
-9,939
Closed -$359K – 1115
2019
Q1 		$359K Buy
+9,939
New +$359K 0.01% 756

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

Mariner's EES Position: Q2 2026 in Review

Mariner reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 14% in Q2 2026, selling an estimated $1.07M and leaving 107,319 shares worth $7.28M. The position accounts for 0.01% of the portfolio, ranked #876.

Mariner first reported a position in EES in Q1 2019 and has held it in 12 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Mariner held 107,319 shares of WisdomTree US SmallCap Earnings Fund worth $7.28M as of Q2 2026.
  • Mariner sold 16,831 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $1.07M.
  • WisdomTree US SmallCap Earnings Fund made up 0.01% of Mariner's portfolio in Q2 2026, its #876 holding.
  • Mariner first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2019 and has held it in 12 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.