Crux Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Crux Wealth Advisors’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	$312K	Sell	4,604 -149	-3%	-$9.46K	0.11%	153
2026 Q1	$276K	Buy	4,753 +9	+0.2%	+$532	0.11%	151
2025 Q4	$270K	Sell	4,744 -111	-2%	-$6.21K	0.1%	148
2025 Q3	$271K	Sell	4,855 -133	-3%	-$7.2K	0.11%	145
2025 Q2	$254K	Sell	4,988 -9,502	-66%	-$459K	0.11%	147
2025 Q1	$708K	Sell	14,490 -267	-2%	-$14.1K	0.37%	84
2024 Q4	$796K	Buy	+14,757	New	+$810K	0.44%	71

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

Crux Wealth Advisors's EES Position: Q2 2026 in Review

Crux Wealth Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 3.1% in Q2 2026, selling an estimated $9.46K and leaving 4,604 shares worth $312K. The position accounts for 0.11% of the portfolio, ranked #153.

Crux Wealth Advisors first reported a position in EES in Q4 2024 and has held it in 7 quarters since. The position peaked at $796K in Q4 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Crux Wealth Advisors held 4,604 shares of WisdomTree US SmallCap Earnings Fund worth $312K as of Q2 2026.
Crux Wealth Advisors sold 149 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $9.46K.
WisdomTree US SmallCap Earnings Fund made up 0.11% of Crux Wealth Advisors's portfolio in Q2 2026, its #153 holding.
Crux Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 7 quarters since.
Crux Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $796K in Q4 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.