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Indiana Trust & Investment Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Indiana Trust & Investment 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 		$145K Hold
2,143
– – 0.04% 203
2026
Q1 		$124K Hold
2,143
– – 0.04% 207
2025
Q4 		$122K Hold
2,143
– – 0.04% 210
2025
Q3 		$120K Hold
2,143
– – 0.04% 218
2025
Q2 		$109K Hold
2,143
– – 0.04% 221
2025
Q1 		$105K Hold
2,143
– – 0.04% 223
2024
Q4 		$116K Hold
2,143
– – 0.04% 212
2024
Q3 		$113K Hold
2,143
– – 0.04% 220
2024
Q2 		$101K Hold
2,143
– – 0.04% 222
2024
Q1 		$107K Hold
2,143
– – 0.04% 213
2023
Q4 		$107K Hold
2,143
– – 0.05% 201
2023
Q3 		$92.7K Buy
+2,143
New +$97.5K 0.05% 206

Other funds holding EES

KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 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
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
NC
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Indiana Trust & Investment Management's EES Position: Q2 2026 in Review

Indiana Trust & Investment Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 2,143 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #203.

Indiana Trust & Investment Management first reported a position in EES in Q3 2023 and has held it in 12 quarters since. 57 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Indiana Trust & Investment Management held 2,143 shares of WisdomTree US SmallCap Earnings Fund worth $145K as of Q2 2026.
  • Indiana Trust & Investment Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Earnings Fund made up 0.04% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #203 holding.
  • Indiana Trust & Investment Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and has held it in 12 quarters since.
  • 57 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.