Focus Partners Wealth
EES icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.05B AUM 23.41% 1-Year Est. Return