Action Point Financial Planning’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Action Point Financial Planning’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	$323K	Buy	+4,768	New	+$303K	0.03%	342

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

Action Point Financial Planning's EES Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 4,768 shares worth $323K. The stake represents 0.03% of the portfolio and ranks #342 among its holdings.

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

Action Point Financial Planning held 4,768 shares of WisdomTree US SmallCap Earnings Fund worth $323K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Action Point Financial Planning position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #342 holding.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.