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 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

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Amplius Wealth Advisors's EES Position: Q2 2026 in Review

Amplius Wealth Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 43% in Q2 2026, selling an estimated $3.12M and leaving 65,656 shares worth $4.45M. The position accounts for 0.33% of the portfolio, ranked #34.

Amplius Wealth Advisors first reported a position in EES in Q4 2021 and has held it in 8 quarters since. The position peaked at $7.37M in Q2 2025. 21 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Amplius Wealth Advisors held 65,656 shares of WisdomTree US SmallCap Earnings Fund worth $4.45M as of Q2 2026.
Amplius Wealth Advisors sold 49,214 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $3.12M.
WisdomTree US SmallCap Earnings Fund made up 0.33% of Amplius Wealth Advisors's portfolio in Q2 2026, its #34 holding.
Amplius Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and has held it in 8 quarters since.
Amplius Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $7.37M in Q2 2025.
21 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.