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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return