Arax Advisory Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Arax Advisory Partners’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	$258K	Buy	+3,807	New	+$242K	﹤0.01%	2068
2020 Q4	–	Sell	-3,959	Closed	-$118K	–	739
2020 Q3	$118K	Hold	3,959	–	–	0.02%	247
2020 Q2	$112K	Hold	3,959	–	–	0.02%	245
2020 Q1	$88K	Sell	3,959 -400	-9%	-$12.9K	0.02%	253
2019 Q4	$168K	Sell	4,359 -225	-5%	-$8.31K	0.05%	179
2019 Q3	$163K	Buy	4,584 +243	+6%	+$8.48K	0.05%	178
2019 Q2	$156K	Buy	+4,341	New	+$157K	0.05%	171
2018 Q4	$26K	Hold	800	–	–	0.01%	343
2018 Q3	$32K	Buy	+800	New	+$32K	0.01%	340

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

Arax Advisory Partners's EES Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 3,807 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #2068 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in EES as recently as Q3 2020.

Arax Advisory Partners first reported a position in EES in Q3 2018 and has held it in 9 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Arax Advisory Partners held 3,807 shares of WisdomTree US SmallCap Earnings Fund worth $258K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Arax Advisory Partners position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2068 holding.
Arax Advisory Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2018 and has held it in 9 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.