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Roble Belko & Company’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Roble Belko & Company’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
Q1 		– Sell
-9,000
Closed -$512K – 463
2025
Q4 		$512K Buy
+9,000
New +$503K 0.07% 80

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Roble Belko & Company's EES Position: Q1 2026 in Review

Roble Belko & Company sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2026, closing a stake of 9,000 shares — an estimated $512K sold.

Roble Belko & Company first reported a position in EES in Q4 2025 and held it in 1 quarter. The position peaked at $512K in Q4 2025. 165 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Roble Belko & Company reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2026 after selling out during the quarter.
  • Roble Belko & Company sold 9,000 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $512K.
  • Roble Belko & Company first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2025 and held it in 1 quarter.
  • Roble Belko & Company's WisdomTree US SmallCap Earnings Fund position peaked at $512K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.