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Clark Asset Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Clark Asset Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Hold
6,183
– – 0.02% 245
2026
Q1 		$222K Hold
6,183
– – 0.02% 241
2025
Q4 		$207K Buy
+6,183
New +$207K 0.02% 222

Other funds holding DES

MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return
LKWM
Lee-Kelleher Wealth Management Fulton, Maryland $191M AUM 28.48% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Clark Asset Management's DES Position: Q2 2026 in Review

Clark Asset Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q2 2026 at 6,183 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #245.

Clark Asset Management first reported a position in DES in Q4 2025 and has held it in 3 quarters since. 53 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • Clark Asset Management held 6,183 shares of WisdomTree US SmallCap Dividend Fund worth $252K as of Q2 2026.
  • Clark Asset Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Dividend Fund made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #245 holding.
  • Clark Asset Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 53 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.