OPW
EES icon

Oxler Private Wealth’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Oxler Private Wealth’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 		$734K Sell
10,825
-563
-5% -$35.7K 0.21% 52
2026
Q1 		$661K Sell
11,388
-474
-4% -$28K 0.21% 51
2025
Q4 		$675K Sell
11,862
-783
-6% -$43.8K 0.2% 54
2025
Q3 		$706K Sell
12,645
-519
-4% -$28.1K 0.21% 52
2025
Q2 		$671K Sell
13,164
-1,296
-9% -$62.5K 0.21% 54
2025
Q1 		$706K Buy
14,460
+42
+0.3% +$2.21K 0.25% 50
2024
Q4 		$778K Sell
14,418
-1,089
-7% -$59.8K 0.26% 49
2024
Q3 		$818K Sell
15,507
-530
-3% -$26.9K 0.29% 50
2024
Q2 		$756K Sell
16,037
-745
-4% -$35.7K 0.28% 51
2024
Q1 		$841K Sell
16,782
-368
-2% -$17.7K 0.33% 49
2023
Q4 		$854K Buy
17,150
+50
+0.3% +$2.21K 0.71% 25
2023
Q3 		$740K Sell
17,100
-610
-3% -$27.7K 0.37% 55
2023
Q2 		$794K Sell
17,710
-24,381
-58% -$1.04M 0.38% 56
2023
Q1 		$1.82M Sell
42,091
-313
-0.7% -$14.2K 0.9% 32
2022
Q4 		$1.81M Sell
42,404
-244
-0.6% -$10.5K 0.97% 32
2022
Q3 		$1.67M Sell
42,648
-569
-1% -$24.8K 0.93% 30
2022
Q2 		$1.78M Buy
43,217
+14,113
+48% +$628K 0.86% 35
2022
Q1 		$1.4M Buy
29,104
+544
+2% +$26.4K 0.63% 46
2021
Q4 		$1.47M Sell
28,560
-28
-0.1% -$1.43K 0.61% 51
2021
Q3 		$1.38M Buy
28,588
+4,409
+18% +$213K 0.61% 50
2021
Q2 		$1.19M Sell
24,179
-504
-2% -$24.7K 0.52% 54
2021
Q1 		$1.17M Buy
24,683
+5,500
+29% +$245K 0.59% 47
2020
Q4 		$746K Buy
+19,183
New +$672K 0.42% 53

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

Oxler Private Wealth's EES Position: Q2 2026 in Review

Oxler Private Wealth reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 4.9% in Q2 2026, selling an estimated $35.7K and leaving 10,825 shares worth $734K. The position accounts for 0.21% of the portfolio, ranked #52.

Oxler Private Wealth first reported a position in EES in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.82M in Q1 2023. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Oxler Private Wealth held 10,825 shares of WisdomTree US SmallCap Earnings Fund worth $734K as of Q2 2026.
  • Oxler Private Wealth sold 563 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $35.7K.
  • WisdomTree US SmallCap Earnings Fund made up 0.21% of Oxler Private Wealth's portfolio in Q2 2026, its #52 holding.
  • Oxler Private Wealth first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's WisdomTree US SmallCap Earnings Fund position peaked at $1.82M in Q1 2023.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.