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

Farther Finance 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
Q3 		$39 Hold
1
– – ﹤0.01% 6036
2026
Q2 		$41 Hold
1
– – ﹤0.01% 5862
2026
Q1 		$35 Hold
1
– – ﹤0.01% 5603
2025
Q4 		$34 Buy
+1
New +$56 ﹤0.01% 5370

Other funds holding EES

AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HWM
Horizons Wealth Management Asheville, North Carolina $160M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's EES Position: Q3 2026 in Review

Farther Finance Advisors held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q3 2026 at 1 share worth $39. The position accounts for ﹤0.01% of the portfolio, ranked #6036.

Farther Finance Advisors first reported a position in EES in Q4 2025 and has held it in 4 quarters since. The position peaked at $41 in Q2 2026. 8 funds tracked by Wall St. Rank hold EES as of Q3 2026.

  • Farther Finance Advisors held 1 share of WisdomTree US SmallCap Earnings Fund worth $39 as of Q3 2026.
  • Farther Finance Advisors left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q3 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #6036 holding.
  • Farther Finance Advisors first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's WisdomTree US SmallCap Earnings Fund position peaked at $41 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.