Nemes Rush Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Nemes Rush 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	$521K	Sell	7,687 -56	-0.7%	-$3.56K	0.04%	144
2026 Q1	$449K	Sell	7,743 -1,213	-14%	-$71.7K	0.04%	148
2025 Q4	$510K	Sell	8,956 -227	-2%	-$12.7K	0.05%	132
2025 Q3	$513K	Sell	9,183 -32	-0.3%	-$1.73K	0.05%	128
2025 Q2	$470K	Sell	9,215 -5,576	-38%	-$269K	0.05%	131
2025 Q1	$722K	Sell	14,791 -1,113	-7%	-$58.6K	0.09%	106
2024 Q4	$858K	Buy	15,904 +1,307	+9%	+$71.7K	0.11%	96
2024 Q3	$732K	Sell	14,597 -243	-2%	-$12.3K	0.11%	104
2024 Q2	$699K	Buy	14,840 +243	+2%	+$11.6K	0.1%	102
2024 Q1	$732K	Buy	14,597 +632	+5%	+$30.4K	0.1%	104
2023 Q4	$696K	Buy	13,965 +2,761	+25%	+$122K	0.11%	109
2023 Q3	$485K	Buy	11,204 +7,213	+181%	+$328K	0.09%	118
2023 Q2	$179K	Buy	+3,991	New	+$170K	0.03%	171

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

Nemes Rush Group's EES Position: Q2 2026 in Review

Nemes Rush Group reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.72% in Q2 2026, selling an estimated $3.56K and leaving 7,687 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #144.

Nemes Rush Group first reported a position in EES in Q2 2023 and has held it in 13 quarters since. The position peaked at $858K in Q4 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Nemes Rush Group held 7,687 shares of WisdomTree US SmallCap Earnings Fund worth $521K as of Q2 2026.
Nemes Rush Group sold 56 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $3.56K.
WisdomTree US SmallCap Earnings Fund made up 0.04% of Nemes Rush Group's portfolio in Q2 2026, its #144 holding.
Nemes Rush Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2023 and has held it in 13 quarters since.
Nemes Rush Group's WisdomTree US SmallCap Earnings Fund position peaked at $858K in Q4 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.