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
2026 Q1	–	Sell	-61	Closed	-$3.46K	–	558
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Tucker Asset Management's EES Position: Q1 2026 in Review

Tucker Asset Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2026, closing a stake of 61 shares — an estimated $3.46K sold.

Tucker Asset Management first reported a position in EES in Q3 2023 and held it in 7 quarters. The position peaked at $3.46K in Q4 2025. 165 funds tracked by Wall St. Rank hold EES as of Q1 2026.

Tucker Asset Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 61 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $3.46K.
Tucker Asset Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and held it in 7 quarters.
Tucker Asset Management's WisdomTree US SmallCap Earnings Fund position peaked at $3.46K in Q4 2025.
165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.