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Pine Valley Investments’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Pine Valley Investments’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 		$550K Buy
8,119
+359
+5% +$22.8K 0.02% 385
2026
Q1 		$450K Buy
7,760
+1,094
+16% +$64.7K 0.02% 397
2025
Q4 		$380K Buy
6,666
+206
+3% +$11.5K 0.02% 406
2025
Q3 		$361K Buy
6,460
+393
+6% +$21.3K 0.02% 408
2025
Q2 		$309K Sell
6,067
-1,486
-20% -$71.7K 0.02% 427
2025
Q1 		$369K Buy
7,553
+172
+2% +$9.06K 0.02% 383
2024
Q4 		$398K Buy
7,381
+755
+11% +$41.4K 0.02% 372
2024
Q3 		$350K Buy
6,626
+330
+5% +$16.7K 0.02% 388
2024
Q2 		$297K Buy
6,296
+114
+2% +$5.46K 0.02% 389
2024
Q1 		$310K Sell
6,182
-457
-7% -$22K 0.02% 391
2023
Q4 		$331K Buy
6,639
+606
+10% +$26.8K 0.02% 365
2023
Q3 		$261K Buy
6,033
+552
+10% +$25.1K 0.02% 390
2023
Q2 		$246K Buy
+5,481
New +$234K 0.02% 346

Other funds holding EES

KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
CANC
Culbertson A N & Co Charlottesville, Virginia $859M AUM 30.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Pine Valley Investments's EES Position: Q2 2026 in Review

Pine Valley Investments increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 4.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 8,119 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #385.

Pine Valley Investments first reported a position in EES in Q2 2023 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Pine Valley Investments held 8,119 shares of WisdomTree US SmallCap Earnings Fund worth $550K as of Q2 2026.
  • Pine Valley Investments bought 359 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $22.8K.
  • WisdomTree US SmallCap Earnings Fund made up 0.02% of Pine Valley Investments's portfolio in Q2 2026, its #385 holding.
  • Pine Valley Investments first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2023 and has held it in 13 quarters since.
  • 80 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.