Clear Creek Financial Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Clear Creek Financial Management’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	$237K	Hold	3,498	–	–	0.02%	577
2026 Q1	$203K	Buy	+3,498	New	+$207K	0.02%	581
2022 Q2	–	Sell	-4,428	Closed	-$212K	–	326
2022 Q1	$212K	Sell	4,428 -343	-7%	-$16.7K	0.03%	306
2021 Q4	$245K	Sell	4,771 -2,902	-38%	-$148K	0.04%	283
2021 Q3	$371K	Sell	7,673 -77	-1%	-$3.72K	0.06%	219
2021 Q2	$383K	Buy	+7,750	New	+$380K	0.06%	206
2021 Q1	–	Sell	-8,505	Closed	-$331K	–	102
2020 Q4	$331K	Buy	+8,505	New	+$298K	0.06%	228
2020 Q3	–	Sell	-34,101	Closed	-$967K	–	126
2020 Q2	$967K	Sell	34,101 -6,674	-16%	-$174K	0.25%	64
2020 Q1	$946K	Sell	40,775 -209,620	-84%	-$6.76M	0.36%	42
2019 Q4	$9.49M	Buy	250,395 +82,515	+49%	+$3.05M	3.73%	7
2019 Q3	$6.28M	Sell	167,880 -51,772	-24%	-$1.81M	3.04%	7
2019 Q2	$7.88M	Buy	+219,652	New	+$7.94M	3.37%	5

Other funds holding EES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

SPA

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

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

CANC

Culbertson A N & Co Charlottesville, Virginia $859M AUM 30.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Clear Creek Financial Management's EES Position: Q2 2026 in Review

Clear Creek Financial Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 3,498 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #577.

Clear Creek Financial Management first reported a position in EES in Q2 2019 and has held it in 12 quarters since. The position peaked at $9.49M in Q4 2019. 96 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Clear Creek Financial Management held 3,498 shares of WisdomTree US SmallCap Earnings Fund worth $237K as of Q2 2026.
Clear Creek Financial Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #577 holding.
Clear Creek Financial Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2019 and has held it in 12 quarters since.
Clear Creek Financial Management's WisdomTree US SmallCap Earnings Fund position peaked at $9.49M in Q4 2019.
96 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.