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Steward Partners Investment Advisory’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Steward Partners Investment Advisory’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 		$1.21M Sell
17,892
-149
-0.8% -$9.46K 0.01% 1180
2026
Q1 		$1.05M Sell
18,041
-88
-0.5% -$5.2K 0.01% 1147
2025
Q4 		$1.03M Sell
18,129
-674
-4% -$37.7K 0.01% 1052
2025
Q3 		$1.05M Sell
18,803
-3,051
-14% -$165K 0.01% 1028
2025
Q2 		$1.11M Sell
21,854
-39,458
-64% -$1.9M 0.01% 945
2025
Q1 		$2.99M Buy
61,312
+1,021
+2% +$53.8K 0.03% 531
2024
Q4 		$3.25M Sell
60,291
-6,348
-10% -$348K 0.03% 488
2024
Q3 		$3.52M Sell
66,639
-1,985
-3% -$101K 0.03% 467
2024
Q2 		$3.23M Sell
68,624
-17,440
-20% -$835K 0.03% 454
2024
Q1 		$4.31M Buy
86,064
+47,050
+121% +$2.26M 0.05% 366
2023
Q4 		$1.94M Buy
39,014
+26,685
+216% +$1.18M 0.03% 511
2023
Q3 		$533K Buy
12,329
+1,430
+13% +$65.1K 0.01% 902
2023
Q2 		$488K Sell
10,899
-481
-4% -$20.5K 0.01% 941
2023
Q1 		$492K Buy
11,380
+1
+0% +$45 0.01% 931
2022
Q4 		$485K Buy
11,379
+2
+0% +$86 0.01% 914
2022
Q3 		$446K Buy
11,377
+2
+0% +$87 0.01% 892
2022
Q2 		$468K Buy
11,375
+3,502
+44% +$156K 0.01% 878
2022
Q1 		$378K Buy
7,873
+100
+1% +$4.86K 0.01% 1026
2021
Q4 		$400K Buy
7,773
+4
+0.1% +$204 0.01% 1027
2021
Q3 		$375K Buy
7,769
+2,401
+45% +$116K 0.01% 1019
2021
Q2 		$265K Sell
5,368
-4,497
-46% -$221K ﹤0.01% 1328
2021
Q1 		$467K Buy
9,865
+4,598
+87% +$205K 0.01% 917
2020
Q4 		$205K Sell
5,267
-33
-0.6% -$1.16K ﹤0.01% 1060
2020
Q3 		$158K Buy
5,300
+52
+1% +$1.57K ﹤0.01% 1041
2020
Q2 		$149K Sell
5,248
-1,950
-27% -$50.8K ﹤0.01% 979
2020
Q1 		$160K Buy
7,198
+525
+8% +$16.9K 0.01% 858
2019
Q4 		$256K Buy
6,673
+925
+16% +$34.2K 0.01% 808
2019
Q3 		$204K Buy
5,748
+4,073
+243% +$142K 0.01% 844
2019
Q2 		$60K Buy
+1,675
New +$60.5K ﹤0.01% 1267
2018
Q4 		– Sell
-1,100
Closed -$44K – 1126
2018
Q3 		$44K Buy
+1,100
New +$44K ﹤0.01% 1243

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

Steward Partners Investment Advisory's EES Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.83% in Q2 2026, selling an estimated $9.46K and leaving 17,892 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1180.

Steward Partners Investment Advisory first reported a position in EES in Q3 2018 and has held it in 30 quarters since. The position peaked at $4.31M in Q1 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Steward Partners Investment Advisory held 17,892 shares of WisdomTree US SmallCap Earnings Fund worth $1.21M as of Q2 2026.
  • Steward Partners Investment Advisory sold 149 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $9.46K.
  • WisdomTree US SmallCap Earnings Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1180 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2018 and has held it in 30 quarters since.
  • Steward Partners Investment Advisory's WisdomTree US SmallCap Earnings Fund position peaked at $4.31M in Q1 2024.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.