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Rothschild Investment LLC’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Rothschild Investment LLC’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 		$61K Hold
900
– – ﹤0.01% 1204
2026
Q1 		$52.2K Hold
900
– – ﹤0.01% 1101
2025
Q4 		$51.2K Sell
900
-500
-36% -$28K ﹤0.01% 1011
2025
Q3 		$78.2K Hold
1,400
– – ﹤0.01% 867
2025
Q2 		$71.3K Hold
1,400
– – ﹤0.01% 707
2025
Q1 		$68.4K Hold
1,400
– – ﹤0.01% 697
2024
Q4 		$75.5K Hold
1,400
– – ﹤0.01% 703
2024
Q3 		$73.8K Hold
1,400
– – ﹤0.01% 718
2024
Q2 		$66K Hold
1,400
– – ﹤0.01% 706
2024
Q1 		$70.2K Sell
1,400
-300
-18% -$14.4K 0.01% 670
2023
Q4 		$84.7K Buy
+1,700
New +$75.2K 0.01% 566

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

Rothschild Investment LLC's EES Position: Q2 2026 in Review

Rothschild Investment LLC held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 900 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Rothschild Investment LLC first reported a position in EES in Q4 2023 and has held it in 11 quarters since. The position peaked at $84.7K in Q4 2023. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Rothschild Investment LLC held 900 shares of WisdomTree US SmallCap Earnings Fund worth $61K as of Q2 2026.
  • Rothschild Investment LLC left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1204 holding.
  • Rothschild Investment LLC first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's WisdomTree US SmallCap Earnings Fund position peaked at $84.7K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.