Waverly Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Waverly Advisors’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	$5.34M	Sell	78,844 -60	-0.1%	-$3.81K	0.03%	429
2026 Q1	$4.58M	Sell	78,904 -201	-0.3%	-$11.9K	0.03%	428
2025 Q4	$4.5M	Sell	79,105 -160	-0.2%	-$8.95K	0.04%	393
2025 Q3	$4.43M	Sell	79,265 -500	-0.6%	-$27.1K	0.04%	339
2025 Q2	$4.06M	Hold	79,765	–	–	0.04%	342
2025 Q1	$3.9M	Sell	79,765 -200	-0.3%	-$10.5K	0.05%	339
2024 Q4	$4.31M	Buy	+79,965	New	+$4.39M	0.07%	240

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

Waverly Advisors's EES Position: Q2 2026 in Review

Waverly Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.08% in Q2 2026, selling an estimated $3.81K and leaving 78,844 shares worth $5.34M. The position accounts for 0.03% of the portfolio, ranked #429.

Waverly Advisors first reported a position in EES in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Waverly Advisors held 78,844 shares of WisdomTree US SmallCap Earnings Fund worth $5.34M as of Q2 2026.
Waverly Advisors sold 60 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $3.81K.
WisdomTree US SmallCap Earnings Fund made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #429 holding.
Waverly Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.