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&Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

&Partners’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 		$2.67M Buy
39,324
+4,746
+14% +$301K 0.01% 874
2026
Q1 		$2.01M Buy
34,578
+1
+0% +$59 0.01% 900
2025
Q4 		$1.97M Buy
34,577
+1
+0% +$56 0.01% 867
2025
Q3 		$1.93M Buy
34,576
+21
+0.1% +$1.14K 0.01% 774
2025
Q2 		$1.76M Buy
34,555
+1
+0% +$48 0.01% 727
2025
Q1 		$1.69M Buy
34,554
+681
+2% +$35.9K 0.02% 608
2024
Q4 		$1.83M Sell
33,873
-847
-2% -$46.5K 0.02% 529
2024
Q3 		$1.83M Buy
34,720
+4,750
+16% +$241K 0.04% 380
2024
Q2 		$1.41M Buy
29,970
+19,670
+191% +$942K 0.06% 265
2024
Q1 		$516K Buy
10,300
+1,900
+23% +$91.4K 0.07% 261
2023
Q4 		$418K Sell
8,400
-1,200
-13% -$53.1K 0.1% 176
2023
Q3 		$415K Hold
9,600
– – 0.19% 97
2023
Q2 		$430K Hold
9,600
– – 0.19% 96
2023
Q1 		$415K Buy
9,600
+1,200
+14% +$54.3K 0.2% 98
2022
Q4 		$358K Hold
8,400
– – 0.18% 105
2022
Q3 		$329K Buy
+8,400
New +$366K 0.19% 109

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

&Partners's EES Position: Q2 2026 in Review

&Partners increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 14% in Q2 2026, buying an estimated $301K and bringing the position to 39,324 shares worth $2.67M. The position accounts for 0.01% of the portfolio, ranked #874.

&Partners first reported a position in EES in Q3 2022 and has held it in 16 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • &Partners held 39,324 shares of WisdomTree US SmallCap Earnings Fund worth $2.67M as of Q2 2026.
  • &Partners bought 4,746 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $301K.
  • WisdomTree US SmallCap Earnings Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #874 holding.
  • &Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2022 and has held it in 16 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.