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Merit Financial Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Merit Financial Group’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 		$3.02M Sell
44,589
-31,046
-41% -$1.97M 0.02% 583
2026
Q1 		$4.39M Buy
75,635
+11,041
+17% +$653K 0.03% 424
2025
Q4 		$3.68M Buy
+64,594
New +$3.61M 0.03% 443

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

Merit Financial Group's EES Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 41% in Q2 2026, selling an estimated $1.97M and leaving 44,589 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #583.

Merit Financial Group first reported a position in EES in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.39M in Q1 2026. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Merit Financial Group held 44,589 shares of WisdomTree US SmallCap Earnings Fund worth $3.02M as of Q2 2026.
  • Merit Financial Group sold 31,046 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $1.97M.
  • WisdomTree US SmallCap Earnings Fund made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #583 holding.
  • Merit Financial Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's WisdomTree US SmallCap Earnings Fund position peaked at $4.39M in Q1 2026.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.