Wealth Enhancement Advisory Services
EES icon

Wealth Enhancement Advisory Services’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Wealth Enhancement Advisory Services’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 		$324K Buy
4,807
+26
+0.5% +$1.65K ﹤0.01% 3125
2026
Q1 		$280K Sell
4,781
-1,414
-23% -$83.6K ﹤0.01% 2845
2025
Q4 		$363K Buy
6,195
+5
+0.1% +$280 ﹤0.01% 2746
2025
Q3 		$341K Sell
6,190
-322
-5% -$17.4K ﹤0.01% 2669
2025
Q2 		$345K Sell
6,512
-1,046
-14% -$50.5K ﹤0.01% 2527
2025
Q1 		$369K Buy
7,558
+855
+13% +$45K ﹤0.01% 2278
2024
Q4 		$362K Buy
6,703
+292
+5% +$16K ﹤0.01% 2227
2024
Q3 		$338K Buy
6,411
+110
+2% +$5.58K ﹤0.01% 2090
2024
Q2 		$297K Sell
6,301
-2,166
-26% -$104K ﹤0.01% 1984
2024
Q1 		$424K Sell
8,467
-2,429
-22% -$117K ﹤0.01% 1689
2023
Q4 		$543K Sell
10,896
-3,510
-24% -$155K ﹤0.01% 1454
2023
Q3 		$623K Buy
+14,406
New +$655K ﹤0.01% 1305

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's EES Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.54% in Q2 2026, buying an estimated $1.65K and bringing the position to 4,807 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Wealth Enhancement Advisory Services first reported a position in EES in Q3 2023 and has held it in 12 quarters since. The position peaked at $623K in Q3 2023. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Wealth Enhancement Advisory Services held 4,807 shares of WisdomTree US SmallCap Earnings Fund worth $324K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 26 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $1.65K.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3125 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree US SmallCap Earnings Fund position peaked at $623K in Q3 2023.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.