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Pinnacle Wealth Planning Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.95K Hold
73
– – ﹤0.01% 2295
2026
Q1 		$4.24K Hold
73
– – ﹤0.01% 2297
2025
Q4 		$4.16K Buy
+73
New +$4.08K ﹤0.01% 2329

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

Pinnacle Wealth Planning Services's EES Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 73 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Pinnacle Wealth Planning Services first reported a position in EES in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Pinnacle Wealth Planning Services held 73 shares of WisdomTree US SmallCap Earnings Fund worth $4.95K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2295 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.