EWA
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EP Wealth Advisors’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

EP Wealth Advisors’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$550K Buy
13,520
+801
+6% +$30.9K ﹤0.01% 984
2026
Q1 		$457K Sell
12,719
-1,652
-11% -$59.6K ﹤0.01% 939
2025
Q4 		$481K Buy
+14,371
New +$480K ﹤0.01% 897
2025
Q2 		$483K Buy
15,215
+2,250
+17% +$69.3K ﹤0.01% 792
2025
Q1 		$414K Buy
12,965
+118
+0.9% +$3.97K ﹤0.01% 776
2024
Q4 		$441K Buy
12,847
+2,973
+30% +$105K ﹤0.01% 730
2024
Q3 		$341K Buy
9,874
+92
+0.9% +$3.06K ﹤0.01% 810
2024
Q2 		$305K Hold
9,782
– – ﹤0.01% 649
2024
Q1 		$320K Sell
9,782
-24
-0.2% -$751 ﹤0.01% 607
2023
Q4 		$315K Sell
9,806
-509
-5% -$14.8K ﹤0.01% 602
2023
Q3 		$291K Sell
10,315
-1,095,559
-99% -$32.2M ﹤0.01% 569
2023
Q2 		$309K Buy
1,105,874
+1,103,708
+50,956% +$30.8M ﹤0.01% 558
2023
Q1 		$392K Sell
2,166
-8,695
-80% -$260K 0.01% 440
2022
Q4 		$309K Sell
10,861
-165
-1% -$4.74K 0.01% 465
2022
Q3 		$284K Sell
11,026
-2,921
-21% -$84.6K 0.01% 301
2022
Q2 		$394K Sell
13,947
-4,370
-24% -$131K 0.01% 424
2022
Q1 		$584K Sell
18,317
-1,428
-7% -$45.6K 0.01% 351
2021
Q4 		$649K Sell
19,745
-1,900
-9% -$61.4K 0.02% 312
2021
Q3 		$667K Buy
21,645
+3,286
+18% +$103K 0.02% 289
2021
Q2 		$585K Hold
18,359
– – 0.02% 312
2021
Q1 		$572K Sell
18,359
-450
-2% -$13.3K 0.02% 300
2020
Q4 		$500K Sell
18,809
-1,148
-6% -$27.9K 0.02% 264
2020
Q3 		$421K Buy
+19,957
New +$435K 0.02% 249
2020
Q2 		– Sell
-23,284
Closed -$463K – 239
2020
Q1 		$420K Buy
23,284
+5,652
+32% +$140K 0.02% 270
2019
Q4 		$506K Buy
+17,632
New +$492K 0.02% 273

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EP Wealth Advisors's DES Position: Q2 2026 in Review

EP Wealth Advisors increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 6.3% in Q2 2026, buying an estimated $30.9K and bringing the position to 13,520 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

EP Wealth Advisors first reported a position in DES in Q4 2019 and has held it in 25 quarters since. The position peaked at $667K in Q3 2021. 369 funds tracked by Wall St. Rank hold DES as of Q2 2026.

  • EP Wealth Advisors held 13,520 shares of WisdomTree US SmallCap Dividend Fund worth $550K as of Q2 2026.
  • EP Wealth Advisors bought 801 WisdomTree US SmallCap Dividend Fund shares in Q2 2026, an estimated $30.9K.
  • WisdomTree US SmallCap Dividend Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #984 holding.
  • EP Wealth Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2019 and has held it in 25 quarters since.
  • EP Wealth Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $667K in Q3 2021.
  • 369 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.