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 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	$1.93M	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

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

Pinnacle Associates's EES Position: Q2 2026 in Review

Pinnacle Associates opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 3,270 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings. This is a return to the name: Pinnacle Associates previously reported a position in EES as recently as Q1 2020.

Pinnacle Associates first reported a position in EES in Q2 2018 and has held it in 9 quarters since. The position peaked at $2.06M in Q4 2019. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Pinnacle Associates held 3,270 shares of WisdomTree US SmallCap Earnings Fund worth $222K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Pinnacle Associates position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Pinnacle Associates's portfolio in Q2 2026, its #899 holding.
Pinnacle Associates first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and has held it in 9 quarters since.
Pinnacle Associates's WisdomTree US SmallCap Earnings Fund position peaked at $2.06M in Q4 2019.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.