SAM
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Smartleaf Asset Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Smartleaf Asset Management’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 		$1.61M Buy
28,163
+3,054
+12% +$180K 0.06% 293
2025
Q4 		$1.44M Buy
25,109
+6,612
+36% +$370K 0.05% 298
2025
Q3 		$1.03M Buy
18,497
+540
+3% +$29.2K 0.06% 314
2025
Q2 		$916K Buy
17,957
+626
+4% +$30.2K 0.08% 271
2025
Q1 		$848K Sell
17,331
-95
-0.5% -$5K 0.08% 263
2024
Q4 		$937K Sell
17,426
-777
-4% -$42.6K 0.1% 228
2024
Q3 		$953K Sell
18,203
-3,525
-16% -$179K 0.12% 198
2024
Q2 		$1.01M Buy
21,728
+1,119
+5% +$53.6K 0.17% 148
2024
Q1 		$1.02M Buy
20,609
+1,219
+6% +$58.6K 0.2% 124
2023
Q4 		$976K Buy
+19,390
New +$858K 0.26% 92

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return