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

Tucker 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
2025 Q4	$3.46K	Buy	+61	New	+$3.41K	﹤0.01%	760
2025 Q1	–	Sell	-60	Closed	-$3.23K	–	475
2024 Q4	$3.23K	Hold	60	–	–	﹤0.01%	1099
2024 Q3	$3.15K	Buy	60 +1	+2%	+$51	﹤0.01%	1055
2024 Q2	$2.8K	Hold	59	–	–	﹤0.01%	1231
2024 Q1	$2.97K	Hold	59	–	–	﹤0.01%	1231
2023 Q4	$2.94K	Hold	59	–	–	﹤0.01%	1046
2023 Q3	$2.55K	Buy	+59	New	+$2.68K	﹤0.01%	985

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Tucker Asset Management's EES Position: Q4 2025 in Review

Tucker Asset Management opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q4 2025: 61 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in EES as recently as Q4 2024.

Tucker Asset Management first reported a position in EES in Q3 2023 and has held it in 7 quarters since. 165 funds tracked by Wall St. Rank hold EES as of Q4 2025.

Tucker Asset Management held 61 shares of WisdomTree US SmallCap Earnings Fund worth $3.46K as of Q4 2025.
WisdomTree US SmallCap Earnings Fund was a new Tucker Asset Management position in Q4 2025.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #760 holding.
Tucker Asset Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and has held it in 7 quarters since.
165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.