Peak Financial Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Peak Financial 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	$230K	Buy	+3,400	New	+$216K	0.05%	101

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

Peak Financial Management's EES Position: Q2 2026 in Review

Peak Financial Management opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 3,400 shares worth $230K. The stake represents 0.05% of the portfolio and ranks #101 among its holdings.

170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Peak Financial Management held 3,400 shares of WisdomTree US SmallCap Earnings Fund worth $230K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Peak Financial Management position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #101 holding.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.