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

Essential 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	$511K	Buy	7,540 +2	+0%	+$127	0.14%	53
2026 Q1	$438K	Hold	7,538	–	–	0.14%	55
2025 Q4	$429K	Sell	7,538 -266	-3%	-$14.9K	0.14%	57
2025 Q3	$436K	Buy	7,804 +1	+0%	+$54	0.15%	53
2025 Q2	$398K	Buy	7,803 +1	+0%	+$48	0.15%	59
2025 Q1	$381K	Sell	7,802 -528,978	-99%	-$27.9M	0.15%	54
2024 Q4	$29.4M	Buy	536,780 +527,868	+5,923%	+$29M	0.19%	44
2024 Q3	$470K	Sell	8,912 -105	-1%	-$5.32K	0.19%	48
2024 Q2	$425K	Sell	9,017 -1,709	-16%	-$81.8K	0.19%	46
2024 Q1	$534K	Hold	10,726	–	–	0.27%	35
2023 Q4	$534K	Sell	10,726 -297	-3%	-$13.1K	0.27%	35
2023 Q3	$477K	Sell	11,023 -802	-7%	-$36.5K	0.26%	35
2023 Q2	$530K	Hold	11,825	–	–	0.3%	28
2023 Q1	$511K	Sell	11,825 -8,938	-43%	-$405K	0.31%	28
2022 Q4	$808K	Buy	20,763 +6	+0%	+$259	0.62%	22
2022 Q3	$813K	Buy	+20,757	New	+$904K	4.69%	5

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

Essential Planning's EES Position: Q2 2026 in Review

Essential Planning increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.03% in Q2 2026, buying an estimated $127 and bringing the position to 7,540 shares worth $511K. The position accounts for 0.14% of the portfolio, ranked #53.

Essential Planning first reported a position in EES in Q3 2022 and has held it in 16 quarters since. The position peaked at $29.4M in Q4 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Essential Planning held 7,540 shares of WisdomTree US SmallCap Earnings Fund worth $511K as of Q2 2026.
Essential Planning bought 2 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $127.
WisdomTree US SmallCap Earnings Fund made up 0.14% of Essential Planning's portfolio in Q2 2026, its #53 holding.
Essential Planning first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2022 and has held it in 16 quarters since.
Essential Planning's WisdomTree US SmallCap Earnings Fund position peaked at $29.4M in Q4 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.