Howard Wealth Management
EES icon

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
Q3 		$1.24M Hold
19,178
– – 0.45% 54
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

TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
CANC
Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return
Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Optima Capital
Optima Capital Beaverton, Oregon $253M AUM 15.59% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
New Perspectives Inc
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Howard Wealth Management's EES Position: Q3 2026 in Review

Howard Wealth Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q3 2026 at 19,178 shares worth $1.24M. The position accounts for 0.45% of the portfolio, ranked #54.

Howard Wealth Management first reported a position in EES in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.08M in Q4 2019. 50 funds tracked by Wall St. Rank hold EES as of Q3 2026.

  • Howard Wealth Management held 19,178 shares of WisdomTree US SmallCap Earnings Fund worth $1.24M as of Q3 2026.
  • Howard Wealth Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q3 2026.
  • WisdomTree US SmallCap Earnings Fund made up 0.45% of Howard Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Howard Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2019 and has held it in 28 quarters since.
  • Howard Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $2.08M in Q4 2019.
  • 50 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.