Summit Financial’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Summit Financial’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	$221K	Buy	+3,261	New	+$207K	﹤0.01%	1478

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

Summit Financial's EES Position: Q2 2026 in Review

Summit Financial opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 3,261 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1478 among its holdings.

170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Summit Financial held 3,261 shares of WisdomTree US SmallCap Earnings Fund worth $221K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Summit Financial position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1478 holding.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.