Columbia River Financial Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Columbia River Financial Group’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	$640K	Sell	9,448 -123	-1%	-$7.81K	0.34%	38
2026 Q1	$555K	Buy	9,571 +396	+4%	+$23.4K	0.32%	38
2025 Q4	$522K	Hold	9,175	–	–	0.32%	38
2025 Q3	$507K	Sell	9,175 -905	-9%	-$49K	0.31%	39
2025 Q2	$519K	Buy	10,080 +24	+0.2%	+$1.16K	0.34%	37
2025 Q1	$491K	Sell	10,056 -165	-2%	-$8.69K	0.33%	40
2024 Q4	$551K	Buy	+10,221	New	+$561K	0.38%	39

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

Columbia River Financial Group's EES Position: Q2 2026 in Review

Columbia River Financial Group reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 1.3% in Q2 2026, selling an estimated $7.81K and leaving 9,448 shares worth $640K. The position accounts for 0.34% of the portfolio, ranked #38.

Columbia River Financial Group first reported a position in EES in Q4 2024 and has held it in 7 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Columbia River Financial Group held 9,448 shares of WisdomTree US SmallCap Earnings Fund worth $640K as of Q2 2026.
Columbia River Financial Group sold 123 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $7.81K.
WisdomTree US SmallCap Earnings Fund made up 0.34% of Columbia River Financial Group's portfolio in Q2 2026, its #38 holding.
Columbia River Financial Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 7 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.