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Aptus Capital Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Aptus Capital 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 		$27.8K Hold
410
– – ﹤0.01% 1469
2026
Q1 		$23.8K Hold
410
– – ﹤0.01% 1379
2025
Q4 		$23.3K Buy
+410
New +$22.9K ﹤0.01% 1393
2024
Q4 		– Sell
-51
Closed -$2.69K – 1426
2024
Q3 		$2.69K Buy
+51
New +$2.58K ﹤0.01% 1176

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aptus Capital Advisors's EES Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 410 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Aptus Capital Advisors first reported a position in EES in Q3 2024 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Aptus Capital Advisors held 410 shares of WisdomTree US SmallCap Earnings Fund worth $27.8K as of Q2 2026.
  • Aptus Capital Advisors left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1469 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2024 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.