Two Sigma Investments
EES icon

Two Sigma Investments’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Two Sigma Investments’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 		$1.07M Buy
18,500
+8,400
+83% +$496K ﹤0.01% 3219
2025
Q4 		$575K Buy
10,100
+5,900
+140% +$330K ﹤0.01% 3230
2025
Q3 		$235K Sell
4,200
-41,500
-91% -$2.25M ﹤0.01% 3320
2025
Q2 		$2.33M Sell
45,700
-35,300
-44% -$1.7M ﹤0.01% 1726
2025
Q1 		$3.96M Buy
81,000
+65,100
+409% +$3.43M 0.01% 1252
2024
Q4 		$858K Buy
15,900
+800
+5% +$43.9K ﹤0.01% 2269
2024
Q3 		$797K Buy
15,100
+300
+2% +$15.2K ﹤0.01% 2241
2024
Q2 		$698K Sell
14,800
-100
-0.7% -$4.79K ﹤0.01% 2197
2024
Q1 		$747K Buy
14,900
+400
+3% +$19.2K ﹤0.01% 2134
2023
Q4 		$722K Buy
14,500
+8,200
+130% +$363K ﹤0.01% 2262
2023
Q3 		$273K Buy
+6,300
New +$287K ﹤0.01% 2523

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return