Tounjian Advisory Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Tounjian Advisory Partners’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	$50.5K	Buy	+745	New	+$47.3K	0.02%	224

Other funds holding EES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Culbertson A N & Co Charlottesville, Virginia $859M AUM 30.36% 1-Year Est. Return

Tounjian Advisory Partners's EES Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 745 shares worth $50.5K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings.

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

Tounjian Advisory Partners held 745 shares of WisdomTree US SmallCap Earnings Fund worth $50.5K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Tounjian Advisory Partners position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.02% of Tounjian Advisory Partners's portfolio in Q2 2026, its #224 holding.
106 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.