Pension & Wealth Management Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Pension & Wealth Management Advisors’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	$45K	Buy	664 +3	+0.5%	+$190	0.01%	334
2026 Q1	$38.4K	Buy	661 +1	+0.2%	+$59	0.01%	320
2025 Q4	$37.6K	Buy	660 +3	+0.5%	+$168	0.01%	333
2025 Q3	$36.8K	Buy	657 +2	+0.3%	+$108	0.01%	312
2025 Q2	$33.4K	Buy	+655	New	+$31.6K	0.01%	305

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

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

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Pension & Wealth Management Advisors's EES Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.45% in Q2 2026, buying an estimated $190 and bringing the position to 664 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #334.

Pension & Wealth Management Advisors first reported a position in EES in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Pension & Wealth Management Advisors held 664 shares of WisdomTree US SmallCap Earnings Fund worth $45K as of Q2 2026.
Pension & Wealth Management Advisors bought 3 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $190.
WisdomTree US SmallCap Earnings Fund made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #334 holding.
Pension & Wealth Management Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2025 and has held it in 5 quarters since.
165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.