Precedent Wealth Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Precedent Wealth Partners’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	$456K	Sell	6,728 -21	-0.3%	-$1.33K	0.08%	150
2026 Q1	$392K	Buy	6,749 +331	+5%	+$19.6K	0.08%	137
2025 Q4	$365K	Sell	6,418 -711	-10%	-$39.8K	0.08%	143
2025 Q3	$398K	Sell	7,129 -950	-12%	-$51.4K	0.09%	138
2025 Q2	$412K	Buy	8,079 +72	+0.9%	+$3.47K	0.1%	131
2025 Q1	$391K	Sell	8,007 -1,340	-14%	-$70.6K	0.11%	129
2024 Q4	$504K	Sell	9,347 -2,080	-18%	-$114K	0.16%	117
2024 Q3	$603K	Sell	11,427 -2,339	-17%	-$119K	0.2%	101
2024 Q2	$649K	Sell	13,766 -481	-3%	-$23K	0.26%	88
2024 Q1	$714K	Buy	14,247 +1,134	+9%	+$54.6K	0.31%	84
2023 Q4	$653K	Buy	+13,113	New	+$580K	0.33%	78

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

Precedent Wealth Partners's EES Position: Q2 2026 in Review

Precedent Wealth Partners reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.31% in Q2 2026, selling an estimated $1.33K and leaving 6,728 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #150.

Precedent Wealth Partners first reported a position in EES in Q4 2023 and has held it in 11 quarters since. The position peaked at $714K in Q1 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Precedent Wealth Partners held 6,728 shares of WisdomTree US SmallCap Earnings Fund worth $456K as of Q2 2026.
Precedent Wealth Partners sold 21 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $1.33K.
WisdomTree US SmallCap Earnings Fund made up 0.08% of Precedent Wealth Partners's portfolio in Q2 2026, its #150 holding.
Precedent Wealth Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2023 and has held it in 11 quarters since.
Precedent Wealth Partners's WisdomTree US SmallCap Earnings Fund position peaked at $714K in Q1 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.