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Means Investment Company’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Means Investment Company’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 		$634K Buy
10,915
+13
+0.1% +$768 0.06% 113
2025
Q4 		$621K Buy
10,902
+23
+0.2% +$1.29K 0.05% 111
2025
Q3 		$608K Sell
10,879
-1,957
-15% -$106K 0.05% 118
2025
Q2 		$654K Buy
12,836
+13
+0.1% +$627 0.06% 109
2025
Q1 		$626K Sell
12,823
-798
-6% -$42K 0.07% 113
2024
Q4 		$735K Sell
13,621
-56
-0.4% -$3.07K 0.08% 109
2024
Q3 		$721K Sell
13,677
-469
-3% -$23.8K 0.08% 109
2024
Q2 		$667K Sell
14,146
-108
-0.8% -$5.17K 0.08% 106
2024
Q1 		$714K Sell
14,254
-2,121
-13% -$102K 0.09% 108
2023
Q4 		$816K Sell
16,375
-1,466
-8% -$64.8K 0.12% 102
2023
Q3 		$772K Sell
17,841
-1,327
-7% -$60.4K 0.13% 104
2023
Q2 		$859K Sell
19,168
-413
-2% -$17.6K 0.14% 98
2023
Q1 		$846K Buy
19,581
+36
+0.2% +$1.63K 0.15% 97
2022
Q4 		$832K Buy
19,545
+143
+0.7% +$6.18K 0.17% 99
2022
Q3 		$760K Buy
19,402
+53
+0.3% +$2.31K 0.16% 90
2022
Q2 		$796K Buy
19,349
+28
+0.1% +$1.25K 0.17% 91
2022
Q1 		$927K Hold
19,321
– – 0.17% 87
2021
Q4 		$993K Sell
19,321
-1
-0% -$51 0.18% 84
2021
Q3 		$934K Buy
19,322
+23
+0.1% +$1.11K 0.18% 81
2021
Q2 		$953K Sell
19,299
-90
-0.5% -$4.42K 0.19% 80
2021
Q1 		$919K Buy
19,389
+1,055
+6% +$47K 0.21% 78
2020
Q4 		$820K Buy
18,334
+553
+3% +$19.4K 0.19% 78
2020
Q3 		$570K Sell
17,781
-773
-4% -$23.3K 0.16% 81
2020
Q2 		$591K Sell
18,554
-5,842
-24% -$152K 0.19% 75
2020
Q1 		$557K Sell
24,396
-310
-1% -$10K 0.22% 71
2019
Q4 		$943K Buy
24,706
+281
+1% +$10.4K 0.32% 64
2019
Q3 		$917K Buy
24,425
+60
+0.2% +$2.09K 0.35% 66
2019
Q2 		$863K Buy
24,365
+228
+0.9% +$8.24K 0.35% 66
2019
Q1 		$872K Sell
24,137
-89
-0.4% -$3.21K 0.38% 63
2018
Q4 		$776K Buy
+24,226
New +$864K 0.43% 61

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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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 $611M AUM 21.11% 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 $6.13B AUM 23.41% 1-Year Est. Return

Means Investment Company's EES Position: Q1 2026 in Review

Means Investment Company increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.12% in Q1 2026, buying an estimated $768 and bringing the position to 10,915 shares worth $634K. The position accounts for 0.06% of the portfolio, ranked #113.

Means Investment Company first reported a position in EES in Q4 2018 and has held it in 30 quarters since. The position peaked at $993K in Q4 2021. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Means Investment Company held 10,915 shares of WisdomTree US SmallCap Earnings Fund worth $634K as of Q1 2026.
  • Means Investment Company bought 13 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $768.
  • WisdomTree US SmallCap Earnings Fund made up 0.06% of Means Investment Company's portfolio in Q1 2026, its #113 holding.
  • Means Investment Company first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's WisdomTree US SmallCap Earnings Fund position peaked at $993K in Q4 2021.
  • 164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.