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

Forefront Wealth Partners’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
2025
Q4 		– Sell
-17,832
Closed -$996K – 155
2025
Q3 		$996K Buy
+17,832
New +$965K 0.25% 81

Other funds holding EES

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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 $611M AUM 21.11% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Forefront Wealth Partners's EES Position: Q4 2025 in Review

Forefront Wealth Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2025, closing a stake of 17,832 shares — an estimated $996K sold.

Forefront Wealth Partners first reported a position in EES in Q3 2025 and held it in 1 quarter. The position peaked at $996K in Q3 2025. 165 funds tracked by Wall St. Rank hold EES as of Q4 2025.

  • Forefront Wealth Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2025 after selling out during the quarter.
  • Forefront Wealth Partners sold 17,832 WisdomTree US SmallCap Earnings Fund shares in Q4 2025, an estimated $996K.
  • Forefront Wealth Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2025 and held it in 1 quarter.
  • Forefront Wealth Partners's WisdomTree US SmallCap Earnings Fund position peaked at $996K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.