UBS AM’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

UBS AM’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	$882K	Buy	15,186 +14,304	+1,622%	+$845K	﹤0.01%	2386
2025 Q4	$50.2K	Buy	+882	New	+$49.3K	﹤0.01%	2617
2019 Q4	–	Sell	-70,890	Closed	-$2.52M	–	2613
2019 Q3	$2.52M	Hold	70,890	–	–	﹤0.01%	1501
2019 Q2	$2.54M	Hold	70,890	–	–	﹤0.01%	1471
2019 Q1	$2.56M	Hold	70,890	–	–	﹤0.01%	1403
2018 Q4	$2.27M	Sell	70,890 -9,686	-12%	-$345K	﹤0.01%	1389
2018 Q3	$3.21M	Hold	80,576	–	–	﹤0.01%	1304
2018 Q2	$3.12M	Sell	80,576 -744	-0.9%	-$28K	﹤0.01%	1325
2018 Q1	$2.91M	Buy	+81,320	New	+$2.96M	﹤0.01%	1317

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

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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

UBS AM's EES Position: Q1 2026 in Review

UBS AM increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 1,622% in Q1 2026, buying an estimated $845K and bringing the position to 15,186 shares worth $882K. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

UBS AM first reported a position in EES in Q1 2018 and has held it in 9 quarters since. The position peaked at $3.21M in Q3 2018. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

UBS AM held 15,186 shares of WisdomTree US SmallCap Earnings Fund worth $882K as of Q1 2026.
UBS AM bought 14,304 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $845K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2386 holding.
UBS AM first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2018 and has held it in 9 quarters since.
UBS AM's WisdomTree US SmallCap Earnings Fund position peaked at $3.21M in Q3 2018.
164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.