NewEdge Wealth’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

NewEdge Wealth’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	$385K	Buy	5,681 +1,301	+30%	+$82.6K	﹤0.01%	941
2026 Q1	$254K	Buy	+4,380	New	+$259K	﹤0.01%	1013
2025 Q2	–	Sell	-7,384	Closed	-$361K	–	980
2025 Q1	$361K	Sell	7,384 -1,758	-19%	-$92.6K	0.01%	731
2024 Q4	$493K	Buy	9,142 +125	+1%	+$6.86K	0.01%	640
2024 Q3	$476K	Buy	+9,017	New	+$457K	0.01%	626

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

NewEdge Wealth's EES Position: Q2 2026 in Review

NewEdge Wealth increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 30% in Q2 2026, buying an estimated $82.6K and bringing the position to 5,681 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

NewEdge Wealth first reported a position in EES in Q3 2024 and has held it in 5 quarters since. The position peaked at $493K in Q4 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

NewEdge Wealth held 5,681 shares of WisdomTree US SmallCap Earnings Fund worth $385K as of Q2 2026.
NewEdge Wealth bought 1,301 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $82.6K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #941 holding.
NewEdge Wealth first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2024 and has held it in 5 quarters since.
NewEdge Wealth's WisdomTree US SmallCap Earnings Fund position peaked at $493K in Q4 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.