AmeriFlex Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

AmeriFlex Group’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	$92.1K	Buy	1,358 +2	+0.1%	+$127	0.04%	352
2026 Q1	$78.7K	Buy	1,356 +1	+0.1%	+$59	0.04%	332
2025 Q4	$77.1K	Buy	+1,355	New	+$75.8K	0.04%	336
2025 Q2	–	Sell	-1,832	Closed	-$89.5K	–	1113
2025 Q1	$89.5K	Sell	1,832 -1,278	-41%	-$67.3K	0.04%	355
2024 Q4	$172K	Buy	+3,110	New	+$171K	0.08%	216

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

AmeriFlex Group's EES Position: Q2 2026 in Review

AmeriFlex Group increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.15% in Q2 2026, buying an estimated $127 and bringing the position to 1,358 shares worth $92.1K. The position accounts for 0.04% of the portfolio, ranked #352.

AmeriFlex Group first reported a position in EES in Q4 2024 and has held it in 5 quarters since. The position peaked at $172K in Q4 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

AmeriFlex Group held 1,358 shares of WisdomTree US SmallCap Earnings Fund worth $92.1K as of Q2 2026.
AmeriFlex Group bought 2 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $127.
WisdomTree US SmallCap Earnings Fund made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #352 holding.
AmeriFlex Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 5 quarters since.
AmeriFlex Group's WisdomTree US SmallCap Earnings Fund position peaked at $172K in Q4 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.