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

Continuum Advisory’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	$1.7K	Buy	+25	New	+$1.59K	﹤0.01%	1769
2025 Q2	–	Sell	-25	Closed	-$1.22K	–	725
2025 Q1	$1.22K	Hold	25	–	–	﹤0.01%	1477
2024 Q4	$1.35K	Hold	25	–	–	﹤0.01%	1548
2024 Q3	$1.41K	Hold	25	–	–	﹤0.01%	1552
2024 Q2	$1.18K	Hold	25	–	–	﹤0.01%	1436
2024 Q1	$1.23K	Buy	+25	New	+$1.2K	﹤0.01%	1429
2020 Q1	–	Sell	-40,441	Closed	-$1.55M	–	144
2019 Q4	$1.55M	Buy	40,441 +1,071	+3%	+$39.6K	0.9%	28
2019 Q3	$1.38M	Buy	39,370 +4,309	+12%	+$150K	0.92%	32
2019 Q2	$1.26M	Sell	35,061 -1,754	-5%	-$63.4K	0.86%	32
2019 Q1	$1.35M	Buy	36,815 +22,821	+163%	+$823K	1.01%	27
2018 Q4	$448K	Buy	+13,994	New	+$499K	0.33%	81

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

Continuum Advisory's EES Position: Q2 2026 in Review

Continuum Advisory opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 25 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #1769 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in EES as recently as Q1 2025.

Continuum Advisory first reported a position in EES in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.55M in Q4 2019. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Continuum Advisory held 25 shares of WisdomTree US SmallCap Earnings Fund worth $1.7K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Continuum Advisory position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1769 holding.
Continuum Advisory first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and has held it in 11 quarters since.
Continuum Advisory's WisdomTree US SmallCap Earnings Fund position peaked at $1.55M in Q4 2019.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.