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

Shore Point 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 		$6.36M Sell
93,890
-398
-0.4% -$25.3K 2.18% 15
2026
Q1 		$5.47M Sell
94,288
-169,437
-64% -$10M 2.16% 14
2025
Q4 		$15M Sell
263,725
-739
-0.3% -$41.3K 6.35% 5
2025
Q3 		$14.8M Sell
264,464
-13,393
-5% -$725K 6.53% 5
2025
Q2 		$14.2M Buy
277,857
+9,847
+4% +$475K 6.8% 5
2025
Q1 		$13.1M Sell
268,010
-12,864
-5% -$678K 6.93% 5
2024
Q4 		$15.2M Buy
280,874
+1,593
+0.6% +$87.4K 8.15% 4
2024
Q3 		$14.7M Buy
279,281
+664
+0.2% +$33.7K 7.89% 4
2024
Q2 		$13.1M Sell
278,617
-831
-0.3% -$39.8K 7.46% 4
2024
Q1 		$14M Sell
279,448
-3,787
-1% -$182K 7.99% 4
2023
Q4 		$14.1M Buy
283,235
+9,729
+4% +$430K 8.74% 4
2023
Q3 		$11.8M Buy
273,506
+11,105
+4% +$505K 8.57% 3
2023
Q2 		$11.8M Buy
262,401
+16,404
+7% +$699K 8.39% 3
2023
Q1 		$10.6M Buy
245,997
+11,286
+5% +$511K 8.06% 3
2022
Q4 		$10M Sell
234,711
-4,012
-2% -$173K 8.22% 3
2022
Q3 		$9.35M Buy
238,723
+8,922
+4% +$388K 9.12% 3
2022
Q2 		$9.45M Buy
229,801
+18,300
+9% +$814K 8.83% 3
2022
Q1 		$10.1M Buy
211,501
+16,517
+8% +$803K 8.8% 4
2021
Q4 		$10M Buy
+194,984
New +$9.94M 8.34% 4

Other funds holding EES

TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Shore Point Advisors's EES Position: Q2 2026 in Review

Shore Point Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.42% in Q2 2026, selling an estimated $25.3K and leaving 93,890 shares worth $6.36M. The position accounts for 2.18% of the portfolio, ranked #15.

Shore Point Advisors first reported a position in EES in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.2M in Q4 2024. 21 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Shore Point Advisors held 93,890 shares of WisdomTree US SmallCap Earnings Fund worth $6.36M as of Q2 2026.
  • Shore Point Advisors sold 398 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $25.3K.
  • WisdomTree US SmallCap Earnings Fund made up 2.18% of Shore Point Advisors's portfolio in Q2 2026, its #15 holding.
  • Shore Point Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and has held it in 19 quarters since.
  • Shore Point Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $15.2M in Q4 2024.
  • 21 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.