Morgan Stanley
EES icon

Morgan Stanley’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Morgan Stanley’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 		$42.7M Buy
735,205
+2,061
+0.3% +$122K ﹤0.01% 2266
2025
Q4 		$41.7M Sell
733,144
-28,222
-4% -$1.58M ﹤0.01% 2261
2025
Q3 		$42.5M Buy
761,366
+34,896
+5% +$1.89M ﹤0.01% 2154
2025
Q2 		$37M Sell
726,470
-23,482
-3% -$1.13M ﹤0.01% 2194
2025
Q1 		$36.6M Sell
749,952
-26,041
-3% -$1.37M ﹤0.01% 2105
2024
Q4 		$41.9M Buy
775,993
+1,913
+0.2% +$105K ﹤0.01% 1999
2024
Q3 		$40.8M Sell
774,080
-41,021
-5% -$2.08M ﹤0.01% 2035
2024
Q2 		$38.4M Sell
815,101
-92,616
-10% -$4.43M ﹤0.01% 1996
2024
Q1 		$45.5M Sell
907,717
-888,343
-49% -$42.7M ﹤0.01% 1849
2023
Q4 		$89.5M Buy
1,796,060
+917,664
+104% +$40.6M ﹤0.01% 1840
2023
Q3 		$38M Buy
878,396
+19,252
+2% +$876K ﹤0.01% 1836
2023
Q2 		$38.5M Buy
859,144
+27,573
+3% +$1.18M ﹤0.01% 1841
2023
Q1 		$35.9M Buy
831,571
+80,145
+11% +$3.63M ﹤0.01% 1852
2022
Q4 		$32M Sell
751,426
-89,143
-11% -$3.85M ﹤0.01% 1903
2022
Q3 		$32.9M Sell
840,569
-316
-0% -$13.8K ﹤0.01% 1678
2022
Q2 		$34.6M Sell
840,885
-87,527
-9% -$3.89M ﹤0.01% 1701
2022
Q1 		$44.5M Buy
928,412
+195,870
+27% +$9.52M 0.01% 1375
2021
Q4 		$37.7M Buy
732,542
+51,714
+8% +$2.64M ﹤0.01% 1557
2021
Q3 		$32.9M Sell
680,828
-31,070
-4% -$1.5M ﹤0.01% 1617
2021
Q2 		$35.2M Buy
711,898
+13,455
+2% +$660K ﹤0.01% 1594
2021
Q1 		$33.1M Buy
698,443
+66,990
+11% +$2.99M ﹤0.01% 1491
2020
Q4 		$24.6M Sell
631,453
-91,990
-13% -$3.22M ﹤0.01% 1616
2020
Q3 		$21.6M Sell
723,443
-8,442
-1% -$255K ﹤0.01% 1426
2020
Q2 		$20.8M Sell
731,885
-581,625
-44% -$15.1M ﹤0.01% 1371
2020
Q1 		$29.3M Buy
1,313,510
+3,163
+0.2% +$102K 0.01% 1034
2019
Q4 		$50.4M Sell
1,310,347
-5,844
-0.4% -$216K 0.01% 924
2019
Q3 		$46.9M Sell
1,316,191
-20,968
-2% -$732K 0.01% 894
2019
Q2 		$48M Buy
1,337,159
+33,321
+3% +$1.2M 0.01% 873
2019
Q1 		$47.1M Sell
1,303,838
-48,021
-4% -$1.73M 0.01% 876
2018
Q4 		$43.3M Sell
1,351,859
-313,301
-19% -$11.2M 0.01% 889
2018
Q3 		$66.3M Buy
1,665,160
+3,961
+0.2% +$158K 0.02% 784
2018
Q2 		$64.3M Buy
1,661,199
+112,887
+7% +$4.24M 0.02% 778
2018
Q1 		$55.3M Buy
1,548,312
+259,362
+20% +$9.44M 0.02% 859
2017
Q4 		$46.7M Buy
1,288,950
+92,293
+8% +$3.29M 0.01% 998
2017
Q3 		$41.8M Buy
1,196,657
+90,585
+8% +$2.97M 0.01% 1012
2017
Q2 		$36.3M Buy
1,106,072
+61,578
+6% +$1.99M 0.01% 1085
2017
Q1 		$33.6M Buy
1,044,494
+31,391
+3% +$1.01M 0.01% 1159
2016
Q4 		$33M Buy
1,013,103
+63,000
+7% +$1.89M 0.01% 1133
2016
Q3 		$26.9M Buy
950,103
+38,685
+4% +$1.07M 0.01% 1236
2016
Q2 		$24M Sell
911,418
-124,971
-12% -$3.25M 0.01% 1279
2016
Q1 		$26.6M Buy
1,036,389
+53,637
+5% +$1.27M 0.01% 1143
2015
Q4 		$24.8M Sell
982,752
-232,743
-19% -$6.06M 0.01% 1244
2015
Q3 		$29.8M Sell
1,215,495
-197,259
-14% -$5.21M 0.01% 1099
2015
Q2 		$39.9M Buy
1,412,754
+110,877
+9% +$3.15M 0.01% 997
2015
Q1 		$36.7M Buy
1,301,877
+708,057
+119% +$19.3M 0.01% 1028
2014
Q4 		$16.4M Buy
593,820
+147,543
+33% +$3.91M 0.01% 1622
2014
Q3 		$11.3M Sell
446,277
-150,855
-25% -$4.03M ﹤0.01% 1915
2014
Q2 		$16.4M Sell
597,132
-44,844
-7% -$1.2M 0.01% 1593
2014
Q1 		$17.5M Buy
641,976
+1,191
+0.2% +$31.7K 0.01% 1492
2013
Q4 		$17.4M Buy
640,785
+316,749
+98% +$8.2M 0.01% 1465
2013
Q3 		$7.99M Buy
324,036
+187,101
+137% +$4.47M ﹤0.01% 1973
2013
Q2 		$3.05M Buy
+136,935
New +$2.95M ﹤0.01% 2788

Other funds holding EES

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 $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 $6.13B AUM 23.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley's EES Position: Q1 2026 in Review

Morgan Stanley increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.28% in Q1 2026, buying an estimated $122K and bringing the position to 735,205 shares worth $42.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Morgan Stanley first reported a position in EES in Q2 2013 and has held it in 52 quarters since. The position peaked at $89.5M in Q4 2023. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Morgan Stanley held 735,205 shares of WisdomTree US SmallCap Earnings Fund worth $42.7M as of Q1 2026.
  • Morgan Stanley bought 2,061 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $122K.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #2266 holding.
  • Morgan Stanley first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's WisdomTree US SmallCap Earnings Fund position peaked at $89.5M in Q4 2023.
  • 164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.