Summit Investment Advisors, Inc.\KS’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Summit Investment Advisors, Inc.\KS’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 Q3	$7.49M	Buy	115,909 +7,474	+7%	+$505K	3.38%	7
2026 Q2	$7.35M	Buy	108,435 +4,221	+4%	+$268K	3.36%	7
2026 Q1	$6.05M	Buy	104,214 +7,698	+8%	+$455K	3.07%	7
2025 Q4	$5.49M	Buy	+96,516	New	+$5.4M	2.94%	9

Other funds holding EES

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

CANC

Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Summit Investment Advisors, Inc.\KS's EES Position: Q3 2026 in Review

Summit Investment Advisors, Inc.\KS increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 6.9% in Q3 2026, buying an estimated $505K and bringing the position to 115,909 shares worth $7.49M. The position accounts for 3.38% of the portfolio, ranked #7.

Summit Investment Advisors, Inc.\KS first reported a position in EES in Q4 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold EES as of Q3 2026.

Summit Investment Advisors, Inc.\KS held 115,909 shares of WisdomTree US SmallCap Earnings Fund worth $7.49M as of Q3 2026.
Summit Investment Advisors, Inc.\KS bought 7,474 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $505K.
WisdomTree US SmallCap Earnings Fund made up 3.38% of Summit Investment Advisors, Inc.\KS's portfolio in Q3 2026, its #7 holding.
Summit Investment Advisors, Inc.\KS first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2025 and has held it in 4 quarters since.
77 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Summit Investment Advisors, Inc.\KS's 13F filing for Q3 2026, filed 5 Nov 2026.