EPG Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

EPG Wealth Management’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	$2.71K	Buy	+40	New	+$2.54K	﹤0.01%	313
2025 Q1	–	Sell	-653	Closed	-$35.2K	–	424
2024 Q4	$35.2K	Hold	653	–	–	0.01%	315
2024 Q3	$34.4K	Buy	+653	New	+$33.1K	0.01%	320
2024 Q2	–	Sell	-653	Closed	-$31.3K	–	345
2024 Q1	$32.7K	Hold	653	–	–	0.01%	336
2023 Q4	$30.7K	Hold	653	–	–	0.01%	327
2023 Q3	$28.3K	Hold	653	–	–	0.01%	322
2023 Q2	$29.3K	Hold	653	–	–	0.01%	318
2023 Q1	$28.2K	Buy	653 +40	+7%	+$1.81K	0.01%	320
2022 Q4	$26.1K	Hold	613	–	–	0.01%	295
2022 Q3	$24K	Buy	+613	New	+$26.7K	0.01%	301
2022 Q2	–	Sell	-613	Closed	-$29K	–	247
2022 Q1	$29K	Hold	613	–	–	0.01%	317
2021 Q4	$32K	Hold	613	–	–	0.01%	313
2021 Q3	$30K	Buy	+613	New	+$29.6K	0.01%	296
2020 Q2	–	Sell	-2,792	Closed	-$62K	–	308
2020 Q1	$62K	Buy	+2,792	New	+$90K	0.05%	242

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

EPG Wealth Management's EES Position: Q2 2026 in Review

EPG Wealth Management opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 40 shares worth $2.71K. The stake represents ﹤0.01% of the portfolio and ranks #313 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in EES as recently as Q4 2024.

EPG Wealth Management first reported a position in EES in Q1 2020 and has held it in 14 quarters since. The position peaked at $62K in Q1 2020. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

EPG Wealth Management held 40 shares of WisdomTree US SmallCap Earnings Fund worth $2.71K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new EPG Wealth Management position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #313 holding.
EPG Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2020 and has held it in 14 quarters since.
EPG Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $62K in Q1 2020.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.