Golden State Equity Partners’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Golden State Equity 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	$19.1K	Hold	282	–	–	0.05%	181
2026 Q1	$16.4K	Buy	+282	New	+$16.7K	﹤0.01%	1153
2021 Q4	–	Sell	-4,544	Closed	-$220K	–	202
2021 Q3	$220K	Sell	4,544 -77	-2%	-$3.72K	0.09%	212
2021 Q2	$228K	Buy	+4,621	New	+$227K	0.09%	215

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

Golden State Equity Partners's EES Position: Q2 2026 in Review

Golden State Equity Partners held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 282 shares worth $19.1K. The position accounts for 0.05% of the portfolio, ranked #181.

Golden State Equity Partners first reported a position in EES in Q2 2021 and has held it in 4 quarters since. The position peaked at $228K in Q2 2021. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Golden State Equity Partners held 282 shares of WisdomTree US SmallCap Earnings Fund worth $19.1K as of Q2 2026.
Golden State Equity Partners left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.05% of Golden State Equity Partners's portfolio in Q2 2026, its #181 holding.
Golden State Equity Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2021 and has held it in 4 quarters since.
Golden State Equity Partners's WisdomTree US SmallCap Earnings Fund position peaked at $228K in Q2 2021.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.