Global Retirement Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Global Retirement 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
2026 Q2	$1.37M	Buy	+20,207	New	+$1.28M	0.02%	632
2025 Q4	$1.28M	Sell	22,397 -1,185	-5%	-$66.3K	0.02%	581
2025 Q3	$1.32M	Sell	23,582 -1,308	-5%	-$70.8K	0.03%	464
2025 Q2	$1.27M	Buy	+24,890	New	+$1.2M	0.03%	444
2024 Q4	$14.7M	Buy	272,463 +26,056	+11%	+$1.43M	0.42%	45
2024 Q3	$13M	Buy	246,407 +42,052	+21%	+$2.13M	0.39%	48
2024 Q2	$9.63M	Buy	204,355 +70,164	+52%	+$3.36M	0.3%	69
2024 Q1	$6.73M	Buy	134,191 +29,686	+28%	+$1.43M	0.25%	89
2023 Q4	$4.88M	Buy	104,505 +22,825	+28%	+$1.01M	0.2%	105
2023 Q3	$3.43M	Buy	81,680 +12,178	+18%	+$554K	0.17%	120
2023 Q2	$3.11M	Sell	69,502 -1,238	-2%	-$52.8K	0.15%	135
2023 Q1	$2.9M	Buy	70,740 +12,362	+21%	+$560K	0.15%	142
2022 Q4	$2.49M	Buy	58,378 +23,150	+66%	+$1M	0.17%	136
2022 Q3	$1.56M	Buy	35,228 +5,880	+20%	+$256K	0.12%	181
2022 Q2	$1.21M	Buy	29,348 +16	+0.1%	+$712	0.1%	217
2022 Q1	$1.26M	Buy	+29,332	New	+$1.43M	0.1%	218
2021 Q4	–	Sell	-2,328	Closed	-$113K	–	629
2021 Q3	$113K	Sell	2,328 -200	-8%	-$9.67K	0.01%	615
2021 Q2	$125K	Buy	2,528 +315	+14%	+$15.5K	0.01%	576
2021 Q1	$105K	Buy	2,213 +283	+15%	+$12.6K	0.01%	561
2020 Q4	$75K	Buy	1,930 +60	+3%	+$2.1K	0.01%	599
2020 Q3	$56K	Sell	1,870 -4,200	-69%	-$127K	0.01%	608
2020 Q2	$172K	Sell	6,070 -26,480	-81%	-$689K	0.03%	384
2020 Q1	$727K	Buy	32,550 +2,290	+8%	+$73.8K	0.14%	147
2019 Q4	$1.16M	Sell	30,260 -1,400	-4%	-$51.7K	0.18%	122
2019 Q3	$1.13M	Sell	31,660 -4,000	-11%	-$140K	0.19%	121
2019 Q2	$1.28M	Buy	35,660 +250	+0.7%	+$9.03K	0.24%	80
2019 Q1	$1.28M	Hold	35,410	–	–	0.31%	62
2018 Q4	$1.14M	Buy	35,410 +1,000	+3%	+$35.7K	0.29%	71
2018 Q3	$1.37M	Buy	34,410 +3,000	+10%	+$120K	0.31%	68
2018 Q2	$1.22M	Buy	+31,410	New	+$1.18M	0.31%	68

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

Global Retirement Partners's EES Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 20,207 shares worth $1.37M. The stake represents 0.02% of the portfolio and ranks #632 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EES as recently as Q4 2025.

Global Retirement Partners first reported a position in EES in Q2 2018 and has held it in 30 quarters since. The position peaked at $14.7M in Q4 2024. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Global Retirement Partners held 20,207 shares of WisdomTree US SmallCap Earnings Fund worth $1.37M as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #632 holding.
Global Retirement Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2018 and has held it in 30 quarters since.
Global Retirement Partners's WisdomTree US SmallCap Earnings Fund position peaked at $14.7M in Q4 2024.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.