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

Howard 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 		$1.3M Sell
19,178
-5
-0% -$317 0.48% 51
2026
Q1 		$1.11M Buy
19,183
+13
+0.1% +$768 0.47% 54
2025
Q4 		$1.09M Hold
19,170
– – 0.48% 55
2025
Q3 		$1.07M Sell
19,170
-85
-0.4% -$4.6K 0.49% 59
2025
Q2 		$981K Hold
19,255
– – 0.5% 60
2025
Q1 		$940K Hold
19,255
– – 0.52% 54
2024
Q4 		$1.04M Hold
19,255
– – 0.56% 48
2024
Q3 		$1.02M Sell
19,255
-400
-2% -$20.3K 0.59% 49
2024
Q2 		$926K Hold
19,655
– – 0.73% 36
2024
Q1 		$985K Hold
19,655
– – 0.8% 31
2023
Q4 		$979K Hold
19,655
– – 0.82% 33
2023
Q3 		$850K Sell
19,655
-10
-0.1% -$455 0.78% 36
2023
Q2 		$881K Sell
19,665
-100
-0.5% -$4.26K 0.76% 36
2023
Q1 		$854K Sell
19,765
-750
-4% -$34K 0.71% 42
2022
Q4 		$874K Hold
20,515
– – 0.72% 38
2022
Q3 		$803K Sell
20,515
-1,210
-6% -$52.7K 0.57% 47
2022
Q2 		$893K Hold
21,725
– – 0.95% 26
2022
Q1 		$1.04M Buy
21,725
+35
+0.2% +$1.7K 0.57% 48
2021
Q4 		$1.11M Sell
21,690
-245
-1% -$12.5K 0.59% 47
2021
Q3 		$1.06M Hold
21,935
– – 0.59% 46
2021
Q2 		$1.08M Sell
21,935
-50
-0.2% -$2.45K 0.6% 47
2021
Q1 		$1.04M Sell
21,985
-1,170
-5% -$52.1K 0.61% 45
2020
Q4 		$901K Sell
23,155
-9,688
-29% -$339K 0.56% 50
2020
Q3 		$981K Sell
32,843
-560
-2% -$16.9K 0.7% 37
2020
Q2 		$947K Sell
33,403
-13,256
-28% -$345K 0.77% 36
2020
Q1 		$1.04M Sell
46,659
-7,516
-14% -$242K 1.09% 28
2019
Q4 		$2.08M Buy
+54,175
New +$2M 1.74% 12

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

Howard Wealth Management's EES Position: Q2 2026 in Review

Howard Wealth Management reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.03% in Q2 2026, selling an estimated $317 and leaving 19,178 shares worth $1.3M. The position accounts for 0.48% of the portfolio, ranked #51.

Howard Wealth Management first reported a position in EES in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.08M in Q4 2019. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Howard Wealth Management held 19,178 shares of WisdomTree US SmallCap Earnings Fund worth $1.3M as of Q2 2026.
  • Howard Wealth Management sold 5 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $317.
  • WisdomTree US SmallCap Earnings Fund made up 0.48% of Howard Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Howard Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $2.08M in Q4 2019.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.