Financial Connections Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Financial Connections Group’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	$78K	Hold	1,350	–	–	0.03%	94
2025 Q4	$76K	Hold	1,350	–	–	0.03%	93
2025 Q3	$75K	Hold	1,350	–	–	0.03%	95
2025 Q2	$68K	Hold	1,350	–	–	0.03%	90
2025 Q1	$65K	Hold	1,350	–	–	0.03%	90
2024 Q4	$72K	Hold	1,350	–	–	0.03%	77
2024 Q3	$71K	Hold	1,350	–	–	0.03%	77
2024 Q2	$63K	Hold	1,350	–	–	0.03%	85
2024 Q1	$68K	Hold	1,350	–	–	0.07%	45
2023 Q4	$67K	Hold	1,350	–	–	0.04%	87
2023 Q3	$58K	Hold	1,350	–	–	0.07%	61
2023 Q2	$60K	Hold	1,350	–	–	0.04%	99
2023 Q1	$58K	Hold	1,350	–	–	0.04%	83
2022 Q4	$57K	Hold	1,350	–	–	0.04%	81
2022 Q3	$52K	Hold	1,350	–	–	0.04%	72
2022 Q2	$55K	Hold	1,350	–	–	0.05%	94
2022 Q1	$64K	Hold	1,350	–	–	0.06%	88
2021 Q4	$69K	Buy	+1,350	New	+$68.8K	0.07%	86

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

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

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

Financial Connections Group's EES Position: Q1 2026 in Review

Financial Connections Group held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q1 2026 at 1,350 shares worth $78K. The position accounts for 0.03% of the portfolio, ranked #94.

Financial Connections Group first reported a position in EES in Q4 2021 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold EES as of Q1 2026.

Financial Connections Group held 1,350 shares of WisdomTree US SmallCap Earnings Fund worth $78K as of Q1 2026.
Financial Connections Group left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q1 2026.
WisdomTree US SmallCap Earnings Fund made up 0.03% of Financial Connections Group's portfolio in Q1 2026, its #94 holding.
Financial Connections Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and has held it in 18 quarters since.
165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.