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

Savvy Advisors Inc’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	$421K	Buy	6,215 +2	+0%	+$127	0.01%	846
2026 Q1	$361K	Buy	6,213 +1	+0%	+$59	0.01%	793
2025 Q4	$354K	Buy	6,212 +302	+5%	+$16.9K	0.01%	704
2025 Q3	$330K	Buy	5,910 +2	+0%	+$108	0.02%	580
2025 Q2	$301K	Buy	5,908 +2	+0%	+$97	0.02%	494
2025 Q1	$288K	Buy	5,906 +674	+13%	+$35.5K	0.03%	403
2024 Q4	$282K	Hold	5,232	–	–	0.03%	351
2024 Q3	$276K	Hold	5,232	–	–	0.06%	270
2024 Q2	$247K	Hold	5,232	–	–	0.08%	243
2024 Q1	$262K	Buy	+5,232	New	+$252K	0.15%	180

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

Savvy Advisors Inc's EES Position: Q2 2026 in Review

Savvy Advisors Inc increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.03% in Q2 2026, buying an estimated $127 and bringing the position to 6,215 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #846.

Savvy Advisors Inc first reported a position in EES in Q1 2024 and has held it in 10 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Savvy Advisors Inc held 6,215 shares of WisdomTree US SmallCap Earnings Fund worth $421K as of Q2 2026.
Savvy Advisors Inc bought 2 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $127.
WisdomTree US SmallCap Earnings Fund made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #846 holding.
Savvy Advisors Inc first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2024 and has held it in 10 quarters since.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

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