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

StackStone Wealth’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 Q3	$573K	Buy	+8,876	New	+$600K	0.06%	214

Other funds holding EES

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

CANC

Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Howard Wealth Management Madison, Connecticut $277M AUM 13.83% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

StackStone Wealth's EES Position: Q3 2026 in Review

StackStone Wealth opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q3 2026: 8,876 shares worth $573K. The stake represents 0.06% of the portfolio and ranks #214 among its holdings.

53 funds tracked by Wall St. Rank hold EES as of Q3 2026.

StackStone Wealth held 8,876 shares of WisdomTree US SmallCap Earnings Fund worth $573K as of Q3 2026.
WisdomTree US SmallCap Earnings Fund was a new StackStone Wealth position in Q3 2026.
WisdomTree US SmallCap Earnings Fund made up 0.06% of StackStone Wealth's portfolio in Q3 2026, its #214 holding.
53 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.