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PSI Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

PSI 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 		$389K Sell
5,743
-150
-3% -$9.52K 0.09% 105
2026
Q1 		$342K Hold
5,893
– – 0.08% 115
2025
Q4 		$335K Sell
5,893
-78
-1% -$4.36K 0.08% 96
2025
Q3 		$334K Hold
5,971
– – 0.09% 103
2025
Q2 		$304K Hold
5,971
– – 0.15% 81
2025
Q1 		$292K Sell
5,971
-944
-14% -$49.7K 0.09% 97
2024
Q4 		$373K Sell
6,915
-436
-6% -$23.9K 0.11% 94
2024
Q3 		$388K Buy
7,351
+40
+0.5% +$2.03K 0.11% 96
2024
Q2 		$345K Hold
7,311
– – 0.11% 101
2024
Q1 		$366K Sell
7,311
-300
-4% -$14.4K 0.13% 95
2023
Q4 		$379K Buy
7,611
+17
+0.2% +$752 0.14% 90
2023
Q3 		$329K Sell
7,594
-340
-4% -$15.5K 0.14% 94
2023
Q2 		$356K Sell
7,934
-641
-7% -$27.3K 0.16% 84
2023
Q1 		$371K Buy
8,575
+1,334
+18% +$60.4K 0.18% 82
2022
Q4 		$308K Sell
7,241
-48,611
-87% -$2.1M 0.16% 85
2022
Q3 		$2.19M Sell
55,852
-10,302
-16% -$449K 1.15% 24
2022
Q2 		$2.72M Sell
66,154
-684
-1% -$30.4K 1.34% 18
2022
Q1 		$3.21M Sell
66,838
-115
-0.2% -$5.59K 1.32% 19
2021
Q4 		$3.44M Sell
66,953
-105
-0.2% -$5.35K 1.4% 17
2021
Q3 		$3.24M Buy
67,058
+3,387
+5% +$164K 1.49% 16
2021
Q2 		$3.14M Sell
63,671
-1,825
-3% -$89.5K 1.66% 15
2021
Q1 		$3.1M Sell
65,496
-1,306
-2% -$58.2K 1.83% 13
2020
Q4 		$2.6M Sell
66,802
-5,664
-8% -$198K 1.79% 12
2020
Q3 		$2.16M Sell
72,466
-1,159
-2% -$35K 1.65% 13
2020
Q2 		$2.09M Buy
73,625
+972
+1% +$25.3K 1.68% 12
2020
Q1 		$1.61M Buy
72,653
+871
+1% +$28.1K 1.48% 17
2019
Q4 		$2.76M Buy
+71,782
New +$2.65M 1.77% 11

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

PSI Advisors's EES Position: Q2 2026 in Review

PSI Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 2.5% in Q2 2026, selling an estimated $9.52K and leaving 5,743 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #105.

PSI Advisors first reported a position in EES in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.44M in Q4 2021. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • PSI Advisors held 5,743 shares of WisdomTree US SmallCap Earnings Fund worth $389K as of Q2 2026.
  • PSI Advisors sold 150 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $9.52K.
  • WisdomTree US SmallCap Earnings Fund made up 0.09% of PSI Advisors's portfolio in Q2 2026, its #105 holding.
  • PSI Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and has held it in 27 quarters since.
  • PSI Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $3.44M in Q4 2021.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.