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Three Bearings Fiduciary Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Three Bearings Fiduciary Advisors’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 		$1.14M Sell
16,774
-372
-2% -$23.6K 1.02% 27
2026
Q1 		$995K Hold
17,146
– – 0.96% 27
2025
Q4 		$1.02M Buy
+17,146
New +$959K 0.96% 28

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

Three Bearings Fiduciary Advisors's EES Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 2.2% in Q2 2026, selling an estimated $23.6K and leaving 16,774 shares worth $1.14M. The position accounts for 1.02% of the portfolio, ranked #27.

Three Bearings Fiduciary Advisors first reported a position in EES in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Three Bearings Fiduciary Advisors held 16,774 shares of WisdomTree US SmallCap Earnings Fund worth $1.14M as of Q2 2026.
  • Three Bearings Fiduciary Advisors sold 372 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $23.6K.
  • WisdomTree US SmallCap Earnings Fund made up 1.02% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #27 holding.
  • Three Bearings Fiduciary Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.