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WisdomTree SmallCap Earnings Fund shares owned by Summit Financial

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 3.3k 67.80

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View all positions for Summit Financial

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
LPL Financial
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Savant Capital Management
Key FInancial
Raymond James Financial
Wells Fargo & Company
Arkadios Wealth Advisors
Linscomb & Williams
Royal Bank of Canada
Mariner Wealth Advisors
Shore Point Advisors

View all funds holding WisdomTree SmallCap Earnings Fund