Claris Financial’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Claris Financial’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	$1.41M	Sell	24,219 -218	-0.9%	-$12.9K	0.77%	28
2025 Q4	$1.39M	Sell	24,437 -24,367	-50%	-$1.36M	0.74%	26
2025 Q3	$2.73M	Buy	48,804 +32,462	+199%	+$1.76M	1.55%	14
2025 Q2	$833K	Sell	16,342 -8,205	-33%	-$396K	0.63%	45
2025 Q1	$1.32M	Hold	24,547	–	–	0.87%	22
2024 Q4	$1.32M	Buy	+24,547	New	+$1.35M	0.87%	22

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Claris Financial's EES Position: Q1 2026 in Review

Claris Financial reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.89% in Q1 2026, selling an estimated $12.9K and leaving 24,219 shares worth $1.41M. The position accounts for 0.77% of the portfolio, ranked #28.

Claris Financial first reported a position in EES in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.73M in Q3 2025. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

Claris Financial held 24,219 shares of WisdomTree US SmallCap Earnings Fund worth $1.41M as of Q1 2026.
Claris Financial sold 218 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $12.9K.
WisdomTree US SmallCap Earnings Fund made up 0.77% of Claris Financial's portfolio in Q1 2026, its #28 holding.
Claris Financial first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 6 quarters since.
Claris Financial's WisdomTree US SmallCap Earnings Fund position peaked at $2.73M in Q3 2025.
164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.