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

Abound Wealth Management’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
Q1 		– Sell
-84
Closed -$4.78K – 1525
2025
Q4 		$4.78K Sell
84
-82
-49% -$4.58K ﹤0.01% 686
2025
Q3 		$9.28K Buy
+166
New +$8.99K ﹤0.01% 507

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Abound Wealth Management's EES Position: Q1 2026 in Review

Abound Wealth Management sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2026, closing a stake of 84 shares — an estimated $4.78K sold.

Abound Wealth Management first reported a position in EES in Q3 2025 and held it in 2 quarters. The position peaked at $9.28K in Q3 2025. 165 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Abound Wealth Management reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 84 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $4.78K.
  • Abound Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2025 and held it in 2 quarters.
  • Abound Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $9.28K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.