William Blair & Company
EES icon

William Blair & Company’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

William Blair & Company’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 		$435K Hold
6,419
– – ﹤0.01% 1282
2026
Q1 		$373K Hold
6,419
– – ﹤0.01% 1248
2025
Q4 		$365K Sell
6,419
-227
-3% -$12.7K ﹤0.01% 1238
2025
Q3 		$371K Sell
6,646
-5,953
-47% -$322K ﹤0.01% 1227
2025
Q2 		$642K Sell
12,599
-1,760
-12% -$84.9K ﹤0.01% 1019
2025
Q1 		$701K Sell
14,359
-4,958
-26% -$261K ﹤0.01% 983
2024
Q4 		$1.04M Buy
19,317
+14,331
+287% +$786K ﹤0.01% 892
2024
Q3 		$263K Sell
4,986
-5,650
-53% -$286K ﹤0.01% 1337
2024
Q2 		$501K Sell
10,636
-59
-0.6% -$2.83K ﹤0.01% 1101
2024
Q1 		$536K Buy
10,695
+539
+5% +$25.9K ﹤0.01% 1070
2023
Q4 		$506K Hold
10,156
– – ﹤0.01% 1067
2023
Q3 		$439K Hold
10,156
– – ﹤0.01% 1099
2023
Q2 		$455K Hold
10,156
– – ﹤0.01% 1085
2023
Q1 		$439K Buy
10,156
+5,670
+126% +$257K ﹤0.01% 1093
2022
Q4 		$191K Sell
4,486
-13,100
-74% -$566K ﹤0.01% 1374
2022
Q3 		$689K Hold
17,586
– – ﹤0.01% 945
2022
Q2 		$723K Sell
17,586
-9,453
-35% -$421K ﹤0.01% 954
2022
Q1 		$1.3M Buy
27,039
+1,350
+5% +$65.6K ﹤0.01% 826
2021
Q4 		$1.32M Buy
25,689
+24,078
+1,495% +$1.23M ﹤0.01% 859
2021
Q3 		$78K Hold
1,611
– – ﹤0.01% 1643
2021
Q2 		$80K Hold
1,611
– – ﹤0.01% 1636
2021
Q1 		$76K Buy
1,611
+500
+45% +$22.3K ﹤0.01% 1627
2020
Q4 		$43K Hold
1,111
– – ﹤0.01% 1640
2020
Q3 		$33K Sell
1,111
-13
-1% -$392 ﹤0.01% 1539
2020
Q2 		$32K Sell
1,124
-1,244
-53% -$32.4K ﹤0.01% 1490
2020
Q1 		$53K Sell
2,368
-3,033
-56% -$97.8K ﹤0.01% 1380
2019
Q4 		$208K Buy
5,401
+15
+0.3% +$554 ﹤0.01% 1290
2019
Q3 		$192K Buy
5,386
+3,781
+236% +$132K ﹤0.01% 1274
2019
Q2 		$58K Sell
1,605
-4,080
-72% -$147K ﹤0.01% 1481
2019
Q1 		$205K Buy
5,685
+4,574
+412% +$165K ﹤0.01% 1293
2018
Q4 		$36K Hold
1,111
– – ﹤0.01% 1426
2018
Q3 		$44K Hold
1,111
– – ﹤0.01% 1475
2018
Q2 		$43K Hold
1,111
– – ﹤0.01% 1435
2018
Q1 		$40K Buy
+1,111
New +$40.5K ﹤0.01% 1369

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
SC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

William Blair & Company's EES Position: Q2 2026 in Review

William Blair & Company held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 6,419 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

William Blair & Company first reported a position in EES in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.32M in Q4 2021. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • William Blair & Company held 6,419 shares of WisdomTree US SmallCap Earnings Fund worth $435K as of Q2 2026.
  • William Blair & Company left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1282 holding.
  • William Blair & Company first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2018 and has held it in 34 quarters since.
  • William Blair & Company's WisdomTree US SmallCap Earnings Fund position peaked at $1.32M in Q4 2021.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.