Qube Research & Technologies (QRT)
EES icon

Qube Research & Technologies (QRT)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Qube Research & Technologies (QRT)’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 		$12.1K Buy
179
+6
+3% +$381 ﹤0.01% 3266
2026
Q1 		$10K Buy
173
+40
+30% +$2.36K ﹤0.01% 3329
2025
Q4 		$7.57K Hold
133
– – ﹤0.01% 3482
2025
Q3 		$7.43K Hold
133
– – ﹤0.01% 3368
2025
Q2 		$6.78K Hold
133
– – ﹤0.01% 3368
2025
Q1 		$6.5K Hold
133
– – ﹤0.01% 3310
2024
Q4 		$7.17K Hold
133
– – ﹤0.01% 3269
2024
Q3 		$7.02K Hold
133
– – ﹤0.01% 3066
2024
Q2 		$6.27K Sell
133
-163
-55% -$7.8K ﹤0.01% 3008
2024
Q1 		$14.8K Hold
296
– – ﹤0.01% 3747
2023
Q4 		$14.7K Sell
296
-474
-62% -$21K ﹤0.01% 3544
2023
Q3 		$33.3K Buy
770
+658
+588% +$29.9K ﹤0.01% 2988
2023
Q2 		$7.46K Sell
112
-515
-82% -$22K ﹤0.01% 2230
2023
Q1 		$27.1K Sell
627
-356
-36% -$16.1K ﹤0.01% 2277
2022
Q4 		$41.9K Sell
983
-599
-38% -$25.9K ﹤0.01% 2161
2022
Q3 		$62K Buy
1,582
+1,493
+1,678% +$65K ﹤0.01% 2092
2022
Q2 		$4K Buy
+89
New +$3.96K ﹤0.01% 2359
2022
Q1 		– Sell
-163
Closed -$8K – 2581
2021
Q4 		$8K Sell
163
-169
-51% -$8.62K ﹤0.01% 2413
2021
Q3 		$16K Sell
332
-9
-3% -$435 ﹤0.01% 1995
2021
Q2 		$17K Buy
+341
New +$16.7K ﹤0.01% 2109

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

Qube Research & Technologies (QRT)'s EES Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 3.5% in Q2 2026, buying an estimated $381 and bringing the position to 179 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

Qube Research & Technologies (QRT) first reported a position in EES in Q2 2021 and has held it in 20 quarters since. The position peaked at $62K in Q3 2022. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Qube Research & Technologies (QRT) held 179 shares of WisdomTree US SmallCap Earnings Fund worth $12.1K as of Q2 2026.
  • Qube Research & Technologies (QRT) bought 6 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $381.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #3266 holding.
  • Qube Research & Technologies (QRT) first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2021 and has held it in 20 quarters since.
  • Qube Research & Technologies (QRT)'s WisdomTree US SmallCap Earnings Fund position peaked at $62K in Q3 2022.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.