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

Defined Financial 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
2025 Q3	$2.85M	Buy	51,262 +12,676	+33%	+$686K	2.36%	16
2025 Q2	$1.99M	Buy	38,586 +5,757	+18%	+$278K	1.77%	19
2025 Q1	$1.61M	Buy	32,829 +1,600	+5%	+$84.3K	1.63%	19
2024 Q4	$1.68M	Buy	+31,229	New	+$1.71M	1.8%	19

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $562M AUM 17.24% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Defined Financial Planning's EES Position: Q3 2025 in Review

Defined Financial Planning increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 33% in Q3 2025, buying an estimated $686K and bringing the position to 51,262 shares worth $2.85M. The position accounts for 2.36% of the portfolio, ranked #16.

Defined Financial Planning first reported a position in EES in Q4 2024 and has held it in 4 quarters since. 147 funds tracked by Wall St. Rank hold EES as of Q3 2025.

Defined Financial Planning held 51,262 shares of WisdomTree US SmallCap Earnings Fund worth $2.85M as of Q3 2025.
Defined Financial Planning bought 12,676 WisdomTree US SmallCap Earnings Fund shares in Q3 2025, an estimated $686K.
WisdomTree US SmallCap Earnings Fund made up 2.36% of Defined Financial Planning's portfolio in Q3 2025, its #16 holding.
Defined Financial Planning first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 4 quarters since.
147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.