SAM
EES icon

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
Q2 		$1.9M Hold
28,163
– – 0.06% 269
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 $1.89T 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

Smartleaf Asset Management's EES Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 28,163 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #269.

Smartleaf Asset Management first reported a position in EES in Q4 2023 and has held it in 11 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Smartleaf Asset Management held 28,163 shares of WisdomTree US SmallCap Earnings Fund worth $1.9M as of Q2 2026.
  • Smartleaf Asset Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Earnings Fund made up 0.06% of Smartleaf Asset Management's portfolio in Q2 2026, its #269 holding.
  • Smartleaf Asset Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2023 and has held it in 11 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.