Medallion Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Medallion Wealth Advisors’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	$24.7K	Hold	365	–	–	0.01%	600
2026 Q1	$21.2K	Sell	365 -200	-35%	-$11.8K	0.01%	645
2025 Q4	$32.2K	Sell	565 -100	-15%	-$5.59K	0.01%	552
2025 Q3	$37.2K	Hold	665	–	–	0.01%	515
2025 Q2	$34.6K	Sell	665 -25	-4%	-$1.21K	0.01%	532
2025 Q1	$33.7K	Buy	690 +100	+17%	+$5.27K	0.02%	494
2024 Q4	$30.8K	Buy	+590	New	+$32.4K	0.02%	492

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

Medallion Wealth Advisors's EES Position: Q2 2026 in Review

Medallion Wealth Advisors held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 365 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #600.

Medallion Wealth Advisors first reported a position in EES in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.2K in Q3 2025. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Medallion Wealth Advisors held 365 shares of WisdomTree US SmallCap Earnings Fund worth $24.7K as of Q2 2026.
Medallion Wealth Advisors left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #600 holding.
Medallion Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $37.2K in Q3 2025.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.