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KMG Fiduciary Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

KMG Fiduciary Partners’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 		– Sell
-8,106
Closed -$471K – 224
2026
Q1 		$471K Sell
8,106
-2,493
-24% -$147K 0.03% 203
2025
Q4 		$603K Buy
10,599
+36
+0.3% +$2.01K 0.04% 191
2025
Q3 		$590K Buy
10,563
+229
+2% +$12.4K 0.04% 223
2025
Q2 		$527K Buy
10,334
+1,060
+11% +$51.2K 0.04% 228
2025
Q1 		$453K Buy
9,274
+120
+1% +$6.32K 0.04% 229
2024
Q4 		$494K Buy
9,154
+115
+1% +$6.31K 0.04% 215
2024
Q3 		$477K Buy
9,039
+29
+0.3% +$1.47K 0.04% 212
2024
Q2 		$425K Buy
9,010
+36
+0.4% +$1.72K 0.04% 194
2024
Q1 		$450K Buy
8,974
+26
+0.3% +$1.25K 0.05% 182
2023
Q4 		$446K Buy
8,948
+25
+0.3% +$1.11K 0.05% 181
2023
Q3 		$386K Buy
8,923
+29
+0.3% +$1.32K 0.05% 181
2023
Q2 		$399K Buy
8,894
+37
+0.4% +$1.58K 0.05% 183
2023
Q1 		$383K Buy
8,857
+101
+1% +$4.57K 0.05% 189
2022
Q4 		$373K Buy
8,756
+35
+0.4% +$1.51K 0.06% 187
2022
Q3 		$342K Buy
8,721
+29
+0.3% +$1.26K 0.07% 158
2022
Q2 		$357K Buy
8,692
+20
+0.2% +$890 0.07% 160
2022
Q1 		$416K Buy
8,672
+14
+0.2% +$680 0.07% 156
2021
Q4 		$445K Buy
8,658
+187
+2% +$9.53K 0.07% 145
2021
Q3 		$409K Buy
8,471
+320
+4% +$15.5K 0.07% 145
2021
Q2 		$403K Buy
8,151
+54
+0.7% +$2.65K 0.07% 147
2021
Q1 		$384K Buy
8,097
+179
+2% +$7.98K 0.07% 138
2020
Q4 		$310K Buy
7,918
+29
+0.4% +$1.02K 0.07% 139
2020
Q3 		$236K Buy
7,889
+19
+0.2% +$573 0.06% 134
2020
Q2 		$223K Buy
+7,870
New +$205K 0.06% 124

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KMG Fiduciary Partners's EES Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026, closing a stake of 8,106 shares — an estimated $471K sold.

KMG Fiduciary Partners first reported a position in EES in Q2 2020 and held it in 24 quarters. The position peaked at $603K in Q4 2025. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • KMG Fiduciary Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2026 after selling out during the quarter.
  • KMG Fiduciary Partners sold 8,106 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $471K.
  • KMG Fiduciary Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2020 and held it in 24 quarters.
  • KMG Fiduciary Partners's WisdomTree US SmallCap Earnings Fund position peaked at $603K in Q4 2025.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.