Creative Planning’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Creative 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	$1.75M	Sell	25,857 -223	-0.9%	-$14.2K	﹤0.01%	2194
2026 Q1	$1.51M	Buy	26,080 +211	+0.8%	+$12.5K	﹤0.01%	2129
2025 Q4	$1.47M	Buy	25,869 +436	+2%	+$24.4K	﹤0.01%	1971
2025 Q3	$1.42M	Sell	25,433 -744	-3%	-$40.3K	﹤0.01%	1811
2025 Q2	$1.33M	Buy	26,177 +110	+0.4%	+$5.31K	﹤0.01%	1632
2025 Q1	$1.27M	Buy	26,067 +1,128	+5%	+$59.4K	﹤0.01%	1520
2024 Q4	$1.35M	Hold	24,939	–	–	﹤0.01%	1419
2024 Q3	$1.32M	Hold	24,939	–	–	﹤0.01%	1319
2024 Q2	$1.18M	Hold	24,939	–	–	﹤0.01%	1291
2024 Q1	$1.25M	Hold	24,939	–	–	﹤0.01%	1194
2023 Q4	$1.24M	Buy	24,939 +2,573	+12%	+$114K	﹤0.01%	1121
2023 Q3	$968K	Sell	22,366 -361	-2%	-$16.4K	﹤0.01%	1176
2023 Q2	$1.02M	Hold	22,727	–	–	﹤0.01%	1124
2023 Q1	$982K	Buy	22,727 +1	+0%	+$45	﹤0.01%	1088
2022 Q4	$968K	Buy	22,726 +1	+0%	+$43	﹤0.01%	1052
2022 Q3	$890K	Hold	22,725	–	–	﹤0.01%	1009
2022 Q2	$934K	Sell	22,725 -10,639	-32%	-$473K	﹤0.01%	1004
2022 Q1	$1.6M	Sell	33,364 -1,759	-5%	-$85.5K	﹤0.01%	795
2021 Q4	$1.8M	Sell	35,123 -21	-0.1%	-$1.07K	﹤0.01%	716
2021 Q3	$1.7M	Buy	35,144 +12,053	+52%	+$583K	﹤0.01%	733
2021 Q2	$1.14M	Sell	23,091 -12,803	-36%	-$628K	﹤0.01%	881
2021 Q1	$1.7M	Buy	35,894 +1,400	+4%	+$62.4K	﹤0.01%	791
2020 Q4	$1.34M	Buy	34,494 +921	+3%	+$32.3K	﹤0.01%	824
2020 Q3	$1M	Sell	33,573 -10,285	-23%	-$310K	﹤0.01%	804
2020 Q2	$1.25M	Buy	43,858 +9,380	+27%	+$244K	﹤0.01%	660
2020 Q1	$770K	Buy	+34,478	New	+$1.11M	﹤0.01%	745
2019 Q1	–	Sell	-8,233	Closed	-$264K	–	2014
2018 Q4	$264K	Buy	+8,233	New	+$294K	﹤0.01%	1317
2017 Q3	–	Sell	-1,092	Closed	-$36K	–	2380
2017 Q2	$36K	Hold	1,092	–	–	﹤0.01%	2776
2017 Q1	$35K	Sell	1,092 -132	-11%	-$4.25K	﹤0.01%	2722
2016 Q4	$40K	Buy	1,224 +132	+12%	+$3.95K	﹤0.01%	2564
2016 Q3	$31K	Buy	1,092 +495	+83%	+$13.7K	﹤0.01%	2712
2016 Q2	$16K	Hold	597	–	–	﹤0.01%	2939
2016 Q1	$15K	Sell	597 -1,860	-76%	-$43.9K	﹤0.01%	2953
2015 Q4	$62K	Sell	2,457 -5,454	-69%	-$142K	﹤0.01%	1943
2015 Q3	$194K	Buy	+7,911	New	+$209K	﹤0.01%	1213
2015 Q2	–	Sell	-7,698	Closed	-$217K	–	1614
2015 Q1	$217K	Buy	7,698 +60	+0.8%	+$1.63K	﹤0.01%	1152
2014 Q4	$211K	Hold	7,638	–	–	﹤0.01%	1111
2014 Q3	$194K	Hold	7,638	–	–	﹤0.01%	1070
2014 Q2	$210K	Buy	7,638 +1,860	+32%	+$49.7K	﹤0.01%	1002
2014 Q1	$157K	Hold	5,778	–	–	﹤0.01%	1124
2013 Q4	$157K	Buy	5,778 +942	+19%	+$24.4K	﹤0.01%	969
2013 Q3	$119K	Buy	4,836 +1,638	+51%	+$39.2K	﹤0.01%	1011
2013 Q2	$71K	Buy	+3,198	New	+$69K	﹤0.01%	1180

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

Creative Planning's EES Position: Q2 2026 in Review

Creative Planning reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.86% in Q2 2026, selling an estimated $14.2K and leaving 25,857 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Creative Planning first reported a position in EES in Q2 2013 and has held it in 43 quarters since. The position peaked at $1.8M in Q4 2021. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Creative Planning held 25,857 shares of WisdomTree US SmallCap Earnings Fund worth $1.75M as of Q2 2026.
Creative Planning sold 223 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $14.2K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2194 holding.
Creative Planning first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2013 and has held it in 43 quarters since.
Creative Planning's WisdomTree US SmallCap Earnings Fund position peaked at $1.8M in Q4 2021.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.