Essex Savings Bank’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Essex Savings Bank’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	$285K	Hold	4,200	–	–	0.06%	250
2026 Q1	$244K	Hold	4,200	–	–	0.05%	261
2025 Q4	$239K	Hold	4,200	–	–	0.05%	271
2025 Q3	$235K	Hold	4,200	–	–	0.05%	276
2025 Q2	$214K	Hold	4,200	–	–	0.05%	289
2025 Q1	$205K	Hold	4,200	–	–	0.05%	287
2024 Q4	$227K	Hold	4,200	–	–	0.06%	262
2024 Q3	$222K	Buy	+4,200	New	+$213K	0.06%	266
2024 Q2	–	Sell	-4,200	Closed	-$209K	–	268
2024 Q1	$209K	Hold	4,200	–	–	0.06%	249
2023 Q4	$209K	Buy	+4,200	New	+$186K	0.06%	249
2022 Q2	–	Sell	-4,200	Closed	-$201K	–	218
2022 Q1	$201K	Hold	4,200	–	–	0.07%	219
2021 Q4	$216K	Hold	4,200	–	–	0.07%	207
2021 Q3	$207K	Hold	4,200	–	–	0.08%	203
2021 Q2	$210K	Buy	+4,200	New	+$206K	0.08%	205
2019 Q3	–	Sell	-4,200	Closed	-$151K	–	302
2019 Q2	$151K	Hold	4,200	–	–	0.05%	266
2019 Q1	$152K	Hold	4,200	–	–	0.09%	167
2018 Q4	$135K	Buy	+4,200	New	+$150K	0.08%	173

Other funds holding EES

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

CANC

Culbertson A N & Co Charlottesville, Virginia $859M AUM 30.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Essex Savings Bank's EES Position: Q2 2026 in Review

Essex Savings Bank held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 4,200 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #250.

Essex Savings Bank first reported a position in EES in Q4 2018 and has held it in 17 quarters since. 74 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Essex Savings Bank held 4,200 shares of WisdomTree US SmallCap Earnings Fund worth $285K as of Q2 2026.
Essex Savings Bank left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.06% of Essex Savings Bank's portfolio in Q2 2026, its #250 holding.
Essex Savings Bank first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2018 and has held it in 17 quarters since.
74 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.