UHLMANN PRICE SECURITIES’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

UHLMANN PRICE SECURITIES’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	$357K	Buy	5,273 +23	+0.4%	+$1.46K	0.01%	190
2026 Q1	$305K	Buy	5,250 +11	+0.2%	+$650	0.02%	188
2025 Q4	$298K	Buy	5,239 +17	+0.3%	+$951	0.18%	130
2025 Q3	$292K	Buy	5,222 +635	+14%	+$34.4K	0.18%	131
2025 Q2	$234K	Sell	4,587 -243	-5%	-$11.7K	0.17%	151
2025 Q1	$236K	Buy	+4,830	New	+$254K	0.17%	141

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UHLMANN PRICE SECURITIES's EES Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.44% in Q2 2026, buying an estimated $1.46K and bringing the position to 5,273 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #190.

UHLMANN PRICE SECURITIES first reported a position in EES in Q1 2025 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

UHLMANN PRICE SECURITIES held 5,273 shares of WisdomTree US SmallCap Earnings Fund worth $357K as of Q2 2026.
UHLMANN PRICE SECURITIES bought 23 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $1.46K.
WisdomTree US SmallCap Earnings Fund made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #190 holding.
UHLMANN PRICE SECURITIES first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2025 and has held it in 6 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.