Carson Wealth (CWM LLC)
EES icon

Carson Wealth (CWM LLC)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Carson Wealth (CWM LLC)’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 		$900K Buy
15,507
+1
+0% +$59 ﹤0.01% 1611
2025
Q4 		$883K Buy
15,506
+3,002
+24% +$168K ﹤0.01% 1568
2025
Q3 		$699K Buy
12,504
+2
+0% +$108 ﹤0.01% 1608
2025
Q2 		$637K Buy
12,502
+151
+1% +$7.29K ﹤0.01% 1486
2025
Q1 		$603K Hold
12,351
– – ﹤0.01% 1384
2024
Q4 		$666K Buy
+12,351
New +$678K ﹤0.01% 1271

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 $1.37T AUM 24.88% 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

Carson Wealth (CWM LLC)'s EES Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.01% in Q1 2026, buying an estimated $59 and bringing the position to 15,507 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Carson Wealth (CWM LLC) first reported a position in EES in Q4 2024 and has held it in 6 quarters since. 165 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,507 shares of WisdomTree US SmallCap Earnings Fund worth $900K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 WisdomTree US SmallCap Earnings Fund share in Q1 2026, an estimated $59.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1611 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 6 quarters since.
  • 165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.