Focus Partners Wealth’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Focus Partners Wealth’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	$220K	Sell	3,252 -290	-8%	-$18.4K	﹤0.01%	2447
2026 Q1	$206K	Sell	3,542 -680	-16%	-$40.2K	﹤0.01%	2405
2025 Q4	$240K	Buy	4,222 +447	+12%	+$25K	﹤0.01%	2350
2025 Q3	$211K	Sell	3,775 -200	-5%	-$10.8K	﹤0.01%	2031
2025 Q2	$203K	Sell	3,975 -2,350	-37%	-$113K	﹤0.01%	1876
2025 Q1	$309K	Sell	6,325 -940	-13%	-$49.5K	﹤0.01%	1559
2024 Q4	$392K	Hold	7,265	–	–	﹤0.01%	1432
2024 Q3	$383K	Buy	7,265 +820	+13%	+$41.6K	﹤0.01%	1236
2024 Q2	$304K	Buy	+6,445	New	+$309K	﹤0.01%	1070

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

Focus Partners Wealth's EES Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 8.2% in Q2 2026, selling an estimated $18.4K and leaving 3,252 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

Focus Partners Wealth first reported a position in EES in Q2 2024 and has held it in 9 quarters since. The position peaked at $392K in Q4 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Focus Partners Wealth held 3,252 shares of WisdomTree US SmallCap Earnings Fund worth $220K as of Q2 2026.
Focus Partners Wealth sold 290 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $18.4K.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2447 holding.
Focus Partners Wealth first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2024 and has held it in 9 quarters since.
Focus Partners Wealth's WisdomTree US SmallCap Earnings Fund position peaked at $392K in Q4 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.