BFC Planning, Inc.’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

BFC Planning, Inc.’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	$211K	Hold	3,107	–	–	0.01%	914
2026 Q1	$180K	Hold	3,107	–	–	0.01%	912
2025 Q4	$177K	Hold	3,107	–	–	0.01%	910
2025 Q3	$174K	Hold	3,107	–	–	0.01%	731
2025 Q2	$158K	Sell	3,107 -417	-12%	-$20.1K	0.01%	714
2025 Q1	$172K	Sell	3,524 -25	-0.7%	-$1.32K	0.02%	669
2024 Q4	$191K	Buy	+3,549	New	+$195K	0.02%	634

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 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 $35B AUM 15.18% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 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

BFC Planning, Inc.'s EES Position: Q2 2026 in Review

BFC Planning, Inc. held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 3,107 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #914.

BFC Planning, Inc. first reported a position in EES in Q4 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold EES as of Q2 2026.

BFC Planning, Inc. held 3,107 shares of WisdomTree US SmallCap Earnings Fund worth $211K as of Q2 2026.
BFC Planning, Inc. left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #914 holding.
BFC Planning, Inc. first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.