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

Claro 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 		$409K Buy
7,054
+5
+0.1% +$296 0.05% 285
2025
Q4 		$401K Sell
7,049
-1,165
-14% -$65.1K 0.05% 268
2025
Q3 		$459K Buy
8,214
+15
+0.2% +$812 0.07% 241
2025
Q2 		$418K Buy
8,199
+248
+3% +$12K 0.07% 234
2025
Q1 		$388K Sell
7,951
-288
-3% -$15.2K 0.05% 324
2024
Q4 		$444K Hold
8,239
– – 0.06% 266
2024
Q3 		$435K Sell
8,239
-225
-3% -$11.4K 0.06% 290
2024
Q2 		$399K Buy
8,464
+205
+2% +$9.82K 0.06% 268
2024
Q1 		$414K Sell
8,259
-2,101
-20% -$101K 0.07% 265
2023
Q4 		$516K Buy
10,360
+215
+2% +$9.51K 0.11% 209
2023
Q3 		$439K Buy
10,145
+35
+0.3% +$1.59K 0.11% 212
2023
Q2 		$453K Buy
10,110
+705
+7% +$30.1K 0.11% 207
2023
Q1 		$406K Buy
9,405
+269
+3% +$12.2K 0.12% 208
2022
Q4 		$389K Buy
9,136
+2,173
+31% +$93.9K 0.13% 197
2022
Q3 		$286K Hold
6,963
– – 0.11% 196
2022
Q2 		$286K Buy
+6,963
New +$310K 0.11% 196

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 $611M AUM 21.11% 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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Claro Advisors's EES Position: Q1 2026 in Review

Claro Advisors increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.07% in Q1 2026, buying an estimated $296 and bringing the position to 7,054 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #285.

Claro Advisors first reported a position in EES in Q2 2022 and has held it in 16 quarters since. The position peaked at $516K in Q4 2023. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Claro Advisors held 7,054 shares of WisdomTree US SmallCap Earnings Fund worth $409K as of Q1 2026.
  • Claro Advisors bought 5 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $296.
  • WisdomTree US SmallCap Earnings Fund made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #285 holding.
  • Claro Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2022 and has held it in 16 quarters since.
  • Claro Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $516K in Q4 2023.
  • 164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.