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Savant Capital’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Savant Capital’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 		$21.4M Buy
340,257
+166,973
+96% +$10.6M 0.06% 184
2026
Q1 		$10.1M Sell
173,284
-9,334
-5% -$552K 0.05% 181
2025
Q4 		$10.4M Sell
182,618
-15,060
-8% -$842K 0.06% 172
2025
Q3 		$11M Sell
197,678
-15,013
-7% -$813K 0.07% 153
2025
Q2 		$10.8M Sell
212,691
-16,971
-7% -$819K 0.08% 146
2025
Q1 		$11.2M Sell
229,662
-28,971
-11% -$1.53M 0.1% 128
2024
Q4 		$14M Sell
258,633
-40,192
-13% -$2.21M 0.11% 124
2024
Q3 		$15.8M Sell
298,825
-34,915
-10% -$1.77M 0.13% 109
2024
Q2 		$15.7M Sell
333,740
-9,514
-3% -$456K 0.16% 101
2024
Q1 		$17.2M Sell
343,254
-4,946
-1% -$238K 0.2% 87
2023
Q4 		$17.3M Sell
348,200
-7,160
-2% -$317K 0.22% 83
2023
Q3 		$15.4M Sell
355,360
-16,298
-4% -$741K 0.23% 84
2023
Q2 		$16.7M Sell
371,658
-16,164
-4% -$689K 0.26% 72
2023
Q1 		$16.8M Sell
387,822
-8,427
-2% -$382K 0.31% 57
2022
Q4 		$16.9M Sell
396,249
-15,004
-4% -$649K 0.41% 39
2022
Q3 		$16.1M Sell
411,253
-10,828
-3% -$471K 0.5% 36
2022
Q2 		$17.4M Sell
422,081
-15,734
-4% -$700K 0.53% 37
2022
Q1 		$21M Sell
437,815
-12,302
-3% -$598K 0.69% 31
2021
Q4 		$23.1M Sell
450,117
-18,291
-4% -$933K 0.75% 31
2021
Q3 		$22.6M Sell
468,408
-5,930
-1% -$287K 0.83% 28
2021
Q2 		$23.4M Sell
474,338
-27,834
-6% -$1.37M 0.95% 24
2021
Q1 		$23.8M Sell
502,172
-50,864
-9% -$2.27M 1.28% 18
2020
Q4 		$21.5M Sell
553,036
-46,019
-8% -$1.61M 1.25% 18
2020
Q3 		$17.9M Sell
599,055
-54,887
-8% -$1.66M 1.22% 18
2020
Q2 		$18.6M Buy
653,942
+96,072
+17% +$2.5M 1.41% 14
2020
Q1 		$12.5M Buy
+557,870
New +$18M 1.18% 16

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Savant Capital's EES Position: Q2 2026 in Review

Savant Capital increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 96% in Q2 2026, buying an estimated $10.6M and bringing the position to 340,257 shares worth $21.4M. The position accounts for 0.06% of the portfolio, ranked #184.

Savant Capital first reported a position in EES in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.8M in Q1 2021. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Savant Capital held 340,257 shares of WisdomTree US SmallCap Earnings Fund worth $21.4M as of Q2 2026.
  • Savant Capital bought 166,973 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $10.6M.
  • WisdomTree US SmallCap Earnings Fund made up 0.06% of Savant Capital's portfolio in Q2 2026, its #184 holding.
  • Savant Capital first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2020 and has held it in 26 quarters since.
  • Savant Capital's WisdomTree US SmallCap Earnings Fund position peaked at $23.8M in Q1 2021.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.