Moller Wealth Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Moller Wealth 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	$1.25M	Hold	18,397	–	–	0.23%	36
2026 Q1	$1.07M	Hold	18,397	–	–	0.21%	35
2025 Q4	$1.05M	Sell	18,397 -45	-0.2%	-$2.52K	0.22%	36
2025 Q3	$1.03M	Hold	18,442	–	–	0.21%	35
2025 Q2	$940K	Hold	18,442	–	–	0.21%	37
2025 Q1	$901K	Hold	18,442	–	–	0.22%	35
2024 Q4	$995K	Hold	18,442	–	–	0.26%	33
2024 Q3	$973K	Sell	18,442 -49	-0.3%	-$2.48K	0.24%	33
2024 Q2	$871K	Hold	18,491	–	–	0.23%	33
2024 Q1	$927K	Hold	18,491	–	–	0.25%	32
2023 Q4	$921K	Hold	18,491	–	–	0.26%	32
2023 Q3	$800K	Sell	18,491 -44	-0.2%	-$2K	0.25%	33
2023 Q2	$831K	Hold	18,535	–	–	0.25%	31
2023 Q1	$801K	Hold	18,535	–	–	0.25%	33
2022 Q4	$789K	Hold	18,535	–	–	0.25%	32
2022 Q3	$726K	Sell	18,535 -24	-0.1%	-$1.04K	0.26%	33
2022 Q2	$763K	Hold	18,559	–	–	0.26%	33
2022 Q1	$890K	Hold	18,559	–	–	0.28%	32
2021 Q4	$954K	Hold	18,559	–	–	0.3%	30
2021 Q3	$897K	Sell	18,559 -21	-0.1%	-$1.01K	0.3%	31
2021 Q2	$918K	Hold	18,580	–	–	0.3%	30
2021 Q1	$880K	Hold	18,580	–	–	0.31%	32
2020 Q4	$723K	Hold	18,580	–	–	0.3%	33
2020 Q3	$555K	Sell	18,580 -33	-0.2%	-$995	0.25%	33
2020 Q2	$528K	Hold	18,613	–	–	0.23%	32
2020 Q1	$416K	Hold	18,613	–	–	0.22%	35
2019 Q4	$716K	Hold	18,613	–	–	0.32%	34
2019 Q3	$663K	Sell	18,613 -32	-0.2%	-$1.12K	0.32%	33
2019 Q2	$669K	Hold	18,645	–	–	0.34%	33
2019 Q1	$673K	Hold	18,645	–	–	0.3%	30
2018 Q4	$646K	Hold	18,645	–	–	0.42%	34
2018 Q3	$743K	Sell	18,645 -25	-0.1%	-$1K	0.33%	25
2018 Q2	$722K	Hold	18,670	–	–	0.28%	27
2018 Q1	$667K	Hold	18,670	–	–	0.29%	27
2017 Q4	$676K	Sell	18,670 -29	-0.2%	-$1.03K	0.26%	30
2017 Q3	$654K	Hold	18,699	–	–	0.25%	30
2017 Q2	$614K	Hold	18,699	–	–	0.26%	31
2017 Q1	$602K	Hold	18,699	–	–	0.26%	32
2016 Q4	$609K	Hold	18,699	–	–	0.3%	30
2016 Q3	$529K	Hold	18,699	–	–	0.24%	34
2016 Q2	$492K	Hold	18,699	–	–	0.24%	32
2016 Q1	$480K	Hold	18,699	–	–	0.28%	30
2015 Q4	$472K	Hold	18,699	–	–	0.26%	30
2015 Q3	$458K	Sell	18,699 -20,139	-52%	-$531K	0.42%	27
2015 Q2	$1.1M	Hold	38,838	–	–	0.5%	22
2015 Q1	$1.09M	Sell	38,838 -1,140	-3%	-$31.1K	0.51%	23
2014 Q4	$1.1M	Hold	39,978	–	–	0.55%	23
2014 Q3	$1.01M	Hold	39,978	–	–	0.48%	27
2014 Q2	$1.1M	Sell	39,978 -19,191	-32%	-$513K	0.5%	27
2014 Q1	$1.61M	Hold	59,169	–	–	0.82%	19
2013 Q4	$1.61M	Sell	59,169 -6,804	-10%	-$176K	0.86%	20
2013 Q3	$1.63M	Hold	65,973	–	–	1.02%	19
2013 Q2	$1.47M	Buy	+65,973	New	+$1.42M	1.07%	19

Other funds holding EES

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

MFG

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

TBFA

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Moller Wealth Partners's EES Position: Q2 2026 in Review

Moller Wealth Partners held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 18,397 shares worth $1.25M. The position accounts for 0.23% of the portfolio, ranked #36.

Moller Wealth Partners first reported a position in EES in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.63M in Q3 2013. 21 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Moller Wealth Partners held 18,397 shares of WisdomTree US SmallCap Earnings Fund worth $1.25M as of Q2 2026.
Moller Wealth Partners left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.23% of Moller Wealth Partners's portfolio in Q2 2026, its #36 holding.
Moller Wealth Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and has held it in 53 quarters since.
Moller Wealth Partners's WisdomTree US SmallCap Earnings Fund position peaked at $1.63M in Q3 2013.
21 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.