Pinnacle Associates’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Pinnacle Associates’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 Q3	$249K	Buy	3,849 +579	+18%	+$39.1K	﹤0.01%	854
2026 Q2	$222K	Buy	+3,270	New	+$208K	﹤0.01%	899
2020 Q2	–	Sell	-35,156	Closed	-$785K	–	685
2020 Q1	$785K	Sell	35,156 -18,408	-34%	-$594K	0.02%	372
2019 Q4	$2.06M	Sell	53,564 -504	-0.9%	-$18.6K	0.05%	304
2019 Q3	$1.92M	Buy	54,068 +7,630	+16%	+$266K	0.05%	312
2019 Q2	$1.67M	Buy	46,438 +373	+0.8%	+$13.5K	0.04%	331
2019 Q1	$1.66M	Buy	46,065 +11,590	+34%	+$418K	0.04%	331
2018 Q4	$1.1M	Buy	34,475 +21,370	+163%	+$762K	0.03%	377
2018 Q3	$522K	Buy	13,105 +5,505	+72%	+$220K	0.01%	511
2018 Q2	$294K	Buy	+7,600	New	+$286K	0.01%	594

Other funds holding EES

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Pinnacle Associates's EES Position: Q3 2026 in Review

Pinnacle Associates increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 18% in Q3 2026, buying an estimated $39.1K and bringing the position to 3,849 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Pinnacle Associates first reported a position in EES in Q2 2018 and has held it in 10 quarters since. The position peaked at $2.06M in Q4 2019. 30 funds tracked by Wall St. Rank hold EES as of Q3 2026.

Pinnacle Associates held 3,849 shares of WisdomTree US SmallCap Earnings Fund worth $249K as of Q3 2026.
Pinnacle Associates bought 579 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $39.1K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Pinnacle Associates's portfolio in Q3 2026, its #854 holding.
Pinnacle Associates first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and has held it in 10 quarters since.
Pinnacle Associates's WisdomTree US SmallCap Earnings Fund position peaked at $2.06M in Q4 2019.
30 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.