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

World Investment 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
2025
Q2 		– Sell
-4,181
Closed -$204K – 1151
2025
Q1 		$204K Sell
4,181
-38,475
-90% -$2.03M 0.01% 1005
2024
Q4 		$2.3M Buy
42,656
+958
+2% +$52.6K 0.06% 304
2024
Q3 		$2.2M Buy
+41,698
New +$2.11M 0.07% 283

Other funds holding EES

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

World Investment Advisors's EES Position: Q2 2025 in Review

World Investment Advisors sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2025, closing a stake of 4,181 shares — an estimated $204K sold.

World Investment Advisors first reported a position in EES in Q3 2024 and held it in 3 quarters. The position peaked at $2.3M in Q4 2024. 142 funds tracked by Wall St. Rank hold EES as of Q2 2025.

  • World Investment Advisors reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2025 after selling out during the quarter.
  • World Investment Advisors sold 4,181 WisdomTree US SmallCap Earnings Fund shares in Q2 2025, an estimated $204K.
  • World Investment Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2024 and held it in 3 quarters.
  • World Investment Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $2.3M in Q4 2024.
  • 142 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2025.

Based on World Investment Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.