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

Horizons 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 Q1	$48.3K	Hold	832	–	–	0.03%	102
2025 Q4	$47.4K	Hold	832	–	–	0.03%	103
2025 Q3	$46.5K	Hold	832	–	–	0.03%	104
2025 Q2	$42.4K	Hold	832	–	–	0.03%	107
2025 Q1	$40.6K	Hold	832	–	–	0.03%	107
2024 Q4	$44.9K	Hold	832	–	–	0.03%	97
2024 Q3	$43.9K	Hold	832	–	–	0.03%	106
2024 Q2	$42.3K	Hold	832	–	–	0.03%	105
2024 Q1	$41.5K	Hold	832	–	–	0.03%	103
2023 Q4	$41.5K	Sell	832 -170	-17%	-$7.52K	0.03%	103
2023 Q3	$43.4K	Sell	1,002 -626	-38%	-$28.5K	0.03%	97
2023 Q2	$73K	Hold	1,628	–	–	0.05%	83
2023 Q1	$70.4K	Hold	1,628	–	–	0.05%	76
2022 Q4	$69K	Hold	1,628	–	–	0.06%	76
2022 Q3	$64K	Hold	1,628	–	–	0.06%	70
2022 Q2	$77K	Buy	+1,628	New	+$72.4K	0.06%	68

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Horizons Wealth Management's EES Position: Q1 2026 in Review

Horizons Wealth Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q1 2026 at 832 shares worth $48.3K. The position accounts for 0.03% of the portfolio, ranked #102.

Horizons Wealth Management first reported a position in EES in Q2 2022 and has held it in 16 quarters since. The position peaked at $77K in Q2 2022. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

Horizons Wealth Management held 832 shares of WisdomTree US SmallCap Earnings Fund worth $48.3K as of Q1 2026.
Horizons Wealth Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q1 2026.
WisdomTree US SmallCap Earnings Fund made up 0.03% of Horizons Wealth Management's portfolio in Q1 2026, its #102 holding.
Horizons Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $77K in Q2 2022.
164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.