Nova Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Nova Wealth Management’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	$3.61K	Hold	53	–	–	﹤0.01%	487
2026 Q1	$3.09K	Hold	53	–	–	﹤0.01%	477
2025 Q4	$3.03K	Hold	53	–	–	﹤0.01%	478
2025 Q3	$2.98K	Sell	53 -65	-55%	-$3.52K	﹤0.01%	467
2025 Q2	$6.03K	Buy	118 +53	+82%	+$2.56K	﹤0.01%	419
2025 Q1	$3.19K	Sell	65 -85	-57%	-$4.48K	﹤0.01%	410
2024 Q4	$8.11K	Buy	+150	New	+$8.23K	0.01%	273

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

Nova Wealth Management's EES Position: Q2 2026 in Review

Nova Wealth Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 53 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Nova Wealth Management first reported a position in EES in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.11K in Q4 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Nova Wealth Management held 53 shares of WisdomTree US SmallCap Earnings Fund worth $3.61K as of Q2 2026.
Nova Wealth Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Nova Wealth Management's portfolio in Q2 2026, its #487 holding.
Nova Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $8.11K in Q4 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.