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Golden State Wealth Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Golden State Wealth Management’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 		$255K Buy
3,760
+3,221
+598% +$204K 0.02% 381
2026
Q1 		$31.3K Buy
539
+1
+0.2% +$59 ﹤0.01% 806
2025
Q4 		$30.7K Buy
538
+1
+0.2% +$56 ﹤0.01% 812
2025
Q3 		$30K Buy
537
+2
+0.4% +$108 ﹤0.01% 809
2025
Q2 		$27.3K Buy
535
+1
+0.2% +$48 ﹤0.01% 802
2025
Q1 		$26.1K Buy
534
+417
+356% +$22K ﹤0.01% 736
2024
Q4 		$6.31K Buy
+117
New +$6.42K ﹤0.01% 1071
2022
Q1 		– Sell
-4,954
Closed -$255K – 320
2021
Q4 		$255K Buy
+4,954
New +$253K 0.04% 316
2021
Q1 		– Sell
-24,155
Closed -$940K – 211
2020
Q4 		$940K Sell
24,155
-3,020
-11% -$106K 0.27% 73
2020
Q3 		$811K Sell
27,175
-21,855
-45% -$659K 0.27% 65
2020
Q2 		$1.39M Buy
49,030
+48,201
+5,814% +$1.25M 0.36% 55
2020
Q1 		$19K Buy
+829
New +$26.7K 0.01% 511
2019
Q4 		– Sell
-57,627
Closed -$2.05M – 281
2019
Q3 		$2.05M Sell
57,627
-3,590
-6% -$125K 0.68% 28
2019
Q2 		$2.2M Buy
61,217
+6,521
+12% +$236K 0.7% 27
2019
Q1 		$1.98M Buy
+54,696
New +$1.97M 0.66% 30

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SC
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Golden State Wealth Management's EES Position: Q2 2026 in Review

Golden State Wealth Management increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 598% in Q2 2026, buying an estimated $204K and bringing the position to 3,760 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #381.

Golden State Wealth Management first reported a position in EES in Q1 2019 and has held it in 15 quarters since. The position peaked at $2.2M in Q2 2019. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Golden State Wealth Management held 3,760 shares of WisdomTree US SmallCap Earnings Fund worth $255K as of Q2 2026.
  • Golden State Wealth Management bought 3,221 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $204K.
  • WisdomTree US SmallCap Earnings Fund made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Golden State Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2019 and has held it in 15 quarters since.
  • Golden State Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $2.2M in Q2 2019.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.