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Empowered Funds’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Empowered Funds’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 		– Sell
-6,722
Closed -$383K – 2135
2025
Q4 		$383K Sell
6,722
-361
-5% -$20.2K 0.01% 811
2025
Q3 		$396K Buy
+7,083
New +$383K ﹤0.01% 1501
2022
Q2 		– Sell
-132,800
Closed -$6.37M – 287
2022
Q1 		$6.37M Buy
+132,800
New +$6.45M 0.7% 29
2021
Q2 		– Sell
-282,524
Closed -$11M – 244
2021
Q1 		$11M Hold
282,524
– – 2.11% 11
2020
Q4 		$11M Buy
+282,524
New +$9.9M 2.11% 11

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 $1.55T AUM 33.47% 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

Empowered Funds's EES Position: Q1 2026 in Review

Empowered Funds sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q1 2026, closing a stake of 6,722 shares — an estimated $383K sold.

Empowered Funds first reported a position in EES in Q4 2020 and held it in 5 quarters. The position peaked at $11M in Q1 2021. 165 funds tracked by Wall St. Rank hold EES as of Q1 2026.

  • Empowered Funds reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q1 2026 after selling out during the quarter.
  • Empowered Funds sold 6,722 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $383K.
  • Empowered Funds first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and held it in 5 quarters.
  • Empowered Funds's WisdomTree US SmallCap Earnings Fund position peaked at $11M in Q1 2021.
  • 165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.