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Arkadios Wealth Advisors’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Arkadios Wealth Advisors’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 		$9.09M Sell
156,634
-1,762
-1% -$104K 0.15% 165
2025
Q4 		$9.02M Buy
158,396
+33,161
+26% +$1.85M 0.17% 127
2025
Q3 		$7M Buy
+125,235
New +$6.78M 0.17% 137
2022
Q3 		– Sell
-5,953
Closed -$245K – 535
2022
Q2 		$245K Sell
5,953
-1,404
-19% -$62.5K 0.04% 452
2022
Q1 		$353K Sell
7,357
-2,785
-27% -$135K 0.05% 391
2021
Q4 		$521K Sell
10,142
-4,390
-30% -$224K 0.07% 316
2021
Q3 		$702K Sell
14,532
-726
-5% -$35.1K 0.1% 231
2021
Q2 		$753K Sell
15,258
-24,755
-62% -$1.21M 0.09% 254
2021
Q1 		$1.9M Buy
40,013
+4,600
+13% +$205K 0.31% 81
2020
Q4 		$1.38M Buy
35,413
+35,029
+9,122% +$1.23M 0.29% 92
2020
Q3 		$12.5K Sell
384
-237
-38% -$7.15K 0.01% 700
2020
Q2 		$17.4K Sell
621
-76
-11% -$1.98K 0.01% 566
2020
Q1 		$15.6K Sell
697
-610
-47% -$19.7K 0.01% 539
2019
Q4 		$47.9K Buy
+1,307
New +$48.3K 0.03% 316

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arkadios Wealth Advisors's EES Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 1.1% in Q1 2026, selling an estimated $104K and leaving 156,634 shares worth $9.09M. The position accounts for 0.15% of the portfolio, ranked #165.

Arkadios Wealth Advisors first reported a position in EES in Q4 2019 and has held it in 14 quarters since. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Arkadios Wealth Advisors held 156,634 shares of WisdomTree US SmallCap Earnings Fund worth $9.09M as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,762 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $104K.
  • WisdomTree US SmallCap Earnings Fund made up 0.15% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #165 holding.
  • Arkadios Wealth Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and has held it in 14 quarters since.
  • 164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.