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

Pinnacle Bancorp’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
2025
Q2 		– Sell
-115
Closed -$5.62K – 918
2025
Q1 		$5.62K Sell
115
-51
-31% -$2.69K ﹤0.01% 766
2024
Q4 		$8.95K Hold
166
– – ﹤0.01% 714
2024
Q3 		$8.76K Buy
166
+31
+23% +$1.57K ﹤0.01% 707
2024
Q2 		$6.36K Hold
135
– – ﹤0.01% 726
2024
Q1 		$6.77K Buy
135
+16
+13% +$770 ﹤0.01% 706
2023
Q4 		$5.93K Buy
+119
New +$5.26K ﹤0.01% 689

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Pinnacle Bancorp's EES Position: Q2 2025 in Review

Pinnacle Bancorp sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2025, closing a stake of 115 shares — an estimated $5.62K sold.

Pinnacle Bancorp first reported a position in EES in Q4 2023 and held it in 6 quarters. The position peaked at $8.95K in Q4 2024. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

  • Pinnacle Bancorp reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2025 after selling out during the quarter.
  • Pinnacle Bancorp sold 115 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $5.62K.
  • Pinnacle Bancorp first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2023 and held it in 6 quarters.
  • Pinnacle Bancorp's WisdomTree US SmallCap Earnings Fund position peaked at $8.95K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on Pinnacle Bancorp's 13F filing for Q2 2025, filed 11 Jul 2025.