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Wealthspire Advisors (New York)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,314
Closed -$73.4K – 1548
2025
Q3 		$73.4K Buy
+1,314
New +$71.1K ﹤0.01% 1109

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
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
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealthspire Advisors (New York)'s EES Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2025, closing a stake of 1,314 shares — an estimated $73.4K sold.

Wealthspire Advisors (New York) first reported a position in EES in Q3 2025 and held it in 1 quarter. The position peaked at $73.4K in Q3 2025. 166 funds tracked by Wall St. Rank hold EES as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,314 WisdomTree US SmallCap Earnings Fund shares in Q4 2025, an estimated $73.4K.
  • Wealthspire Advisors (New York) first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WisdomTree US SmallCap Earnings Fund position peaked at $73.4K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.