Blue Trust Inc’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Blue Trust Inc’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	$175K	Hold	2,708	–	–	﹤0.01%	810
2026 Q2	$184K	Hold	2,708	–	–	﹤0.01%	809
2026 Q1	$157K	Hold	2,708	–	–	﹤0.01%	848
2025 Q4	$154K	Hold	2,708	–	–	﹤0.01%	869
2025 Q3	$151K	Hold	2,708	–	–	﹤0.01%	908
2025 Q2	$138K	Hold	2,708	–	–	﹤0.01%	912
2025 Q1	$132K	Buy	2,708 +2,700	+33,750%	+$142K	﹤0.01%	876
2024 Q4	$432	Hold	8	–	–	﹤0.01%	2336
2024 Q3	$377	Hold	8	–	–	﹤0.01%	2817
2024 Q2	$401	Hold	8	–	–	﹤0.01%	2627
2024 Q1	$401	Buy	+8	New	+$385	﹤0.01%	2025
2023 Q4	–	Sell	-63	Closed	-$3K	–	2542
2023 Q3	$3K	Buy	+63	New	+$2.87K	﹤0.01%	1743

Other funds holding EES

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

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

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Blue Trust Inc's EES Position: Q3 2026 in Review

Blue Trust Inc held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q3 2026 at 2,708 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Blue Trust Inc first reported a position in EES in Q3 2023 and has held it in 12 quarters since. The position peaked at $184K in Q2 2026. 61 funds tracked by Wall St. Rank hold EES as of Q3 2026.

Blue Trust Inc held 2,708 shares of WisdomTree US SmallCap Earnings Fund worth $175K as of Q3 2026.
Blue Trust Inc left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q3 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #810 holding.
Blue Trust Inc first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and has held it in 12 quarters since.
Blue Trust Inc's WisdomTree US SmallCap Earnings Fund position peaked at $184K in Q2 2026.
61 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.