Amplius Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Amplius Wealth 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
2026 Q3	$3.62M	Sell	56,080 -9,576	-15%	-$647K	0.25%	47
2026 Q2	$4.45M	Sell	65,656 -49,214	-43%	-$3.12M	0.33%	34
2026 Q1	$6.67M	Sell	114,870 -4,520	-4%	-$267K	0.56%	30
2025 Q4	$6.8M	Sell	119,390 -2,895	-2%	-$162K	0.57%	30
2025 Q3	$6.83M	Sell	122,285 -22,266	-15%	-$1.21M	0.59%	29
2025 Q2	$7.37M	Buy	+144,551	New	+$6.98M	0.69%	29
2022 Q3	–	Sell	-5,065	Closed	-$208K	–	160
2022 Q2	$208K	Sell	5,065 -28,603	-85%	-$1.27M	0.03%	157
2022 Q1	$1.61M	Buy	33,668 +24,149	+254%	+$1.17M	0.25%	49
2021 Q4	$489K	Buy	+9,519	New	+$485K	0.07%	107

Other funds holding EES

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

CANC

Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

SWL

STACKSTONE WEALTH, LLC Dubuque, Iowa $1.01B AUM

Amplius Wealth Advisors's EES Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 15% in Q3 2026, selling an estimated $647K and leaving 56,080 shares worth $3.62M. The position accounts for 0.25% of the portfolio, ranked #47.

Amplius Wealth Advisors first reported a position in EES in Q4 2021 and has held it in 9 quarters since. The position peaked at $7.37M in Q2 2025. 39 funds tracked by Wall St. Rank hold EES as of Q3 2026.

Amplius Wealth Advisors held 56,080 shares of WisdomTree US SmallCap Earnings Fund worth $3.62M as of Q3 2026.
Amplius Wealth Advisors sold 9,576 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $647K.
WisdomTree US SmallCap Earnings Fund made up 0.25% of Amplius Wealth Advisors's portfolio in Q3 2026, its #47 holding.
Amplius Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and has held it in 9 quarters since.
Amplius Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $7.37M in Q2 2025.
39 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.