Stifel Financial
EES icon

Stifel Financial’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Stifel Financial’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 		$3.2M Buy
47,249
+1,250
+3% +$79.4K ﹤0.01% 1711
2026
Q1 		$2.67M Sell
45,999
-3,134
-6% -$185K ﹤0.01% 1752
2025
Q4 		$2.8M Sell
49,133
-190
-0.4% -$10.6K ﹤0.01% 1704
2025
Q3 		$2.76M Buy
49,323
+2,836
+6% +$154K ﹤0.01% 1680
2025
Q2 		$2.37M Buy
46,487
+3,036
+7% +$147K ﹤0.01% 1729
2025
Q1 		$2.12M Sell
43,451
-181
-0.4% -$9.54K ﹤0.01% 1722
2024
Q4 		$2.35M Sell
43,632
-160
-0.4% -$8.78K ﹤0.01% 1654
2024
Q3 		$2.31M Buy
43,792
+2,426
+6% +$123K ﹤0.01% 1680
2024
Q2 		$1.95M Buy
41,366
+2,169
+6% +$104K ﹤0.01% 1740
2024
Q1 		$1.96M Sell
39,197
-9,125
-19% -$439K ﹤0.01% 1732
2023
Q4 		$2.41M Buy
48,322
+1,478
+3% +$65.4K ﹤0.01% 1544
2023
Q3 		$2.03M Buy
46,844
+300
+0.6% +$13.6K ﹤0.01% 1589
2023
Q2 		$2.09M Buy
46,544
+1,240
+3% +$52.9K ﹤0.01% 1596
2023
Q1 		$1.96M Sell
45,304
-47
-0.1% -$2.13K ﹤0.01% 1581
2022
Q4 		$1.93M Buy
45,351
+1,865
+4% +$80.6K ﹤0.01% 1544
2022
Q3 		$1.7M Buy
43,486
+3,276
+8% +$143K ﹤0.01% 1588
2022
Q2 		$1.65M Buy
40,210
+91
+0.2% +$4.05K ﹤0.01% 1624
2022
Q1 		$1.92M Sell
40,119
-10,497
-21% -$510K ﹤0.01% 1639
2021
Q4 		$2.6M Sell
50,616
-268
-0.5% -$13.7K ﹤0.01% 1440
2021
Q3 		$2.46M Buy
50,884
+2,786
+6% +$135K ﹤0.01% 1443
2021
Q2 		$2.38M Buy
48,098
+6,207
+15% +$305K ﹤0.01% 1489
2021
Q1 		$1.99M Buy
+41,891
New +$1.87M ﹤0.01% 1522
2020
Q1 		– Sell
-59,001
Closed -$2.27M – 2887
2019
Q4 		$2.27M Buy
59,001
+3,165
+6% +$117K ﹤0.01% 1259
2019
Q3 		$1.99M Buy
55,836
+721
+1% +$25.2K 0.01% 1316
2019
Q2 		$1.98M Buy
55,115
+44,006
+396% +$1.59M 0.01% 1348
2019
Q1 		$400K Buy
+11,109
New +$401K ﹤0.01% 2187

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

Stifel Financial's EES Position: Q2 2026 in Review

Stifel Financial increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 2.7% in Q2 2026, buying an estimated $79.4K and bringing the position to 47,249 shares worth $3.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Stifel Financial first reported a position in EES in Q1 2019 and has held it in 26 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Stifel Financial held 47,249 shares of WisdomTree US SmallCap Earnings Fund worth $3.2M as of Q2 2026.
  • Stifel Financial bought 1,250 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $79.4K.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1711 holding.
  • Stifel Financial first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2019 and has held it in 26 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.