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WisdomTree SmallCap Earnings Fund shares owned by Equitable Holdings

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Equitable Holdings from 13F filings

Historical chart of Equitable Holdings investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Equitable Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Equitable Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $268k 4.8k 55.87
2025-06-30 $244k 4.8k 50.96
2024-12-31 $235k 4.4k 53.94
2024-09-30 $256k 4.9k 52.75
2024-06-30 $261k 5.5k 47.13
2024-03-31 $261k 5.2k 50.12

More positions owned by Equitable Holdings

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Index Fds Value Etf (VTV)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Equitable Holdings

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Morgan Stanley
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Kathleen S. Wright Associates
Arkadios Wealth Advisors
Wells Fargo & Company
Amplius Wealth Advisors
Envestnet Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund