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Johnson Financial Group Inc (Wisconsin)’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$10.8K Hold
160
– – ﹤0.01% 632
2026
Q1 		$9.29K Hold
160
– – ﹤0.01% 643
2025
Q4 		$9.11K Hold
160
– – ﹤0.01% 665
2025
Q3 		$8.94K Buy
+160
New +$8.66K ﹤0.01% 786
2024
Q4 		– Sell
-185
Closed -$9.76K – 876
2024
Q3 		$9.76K Buy
+185
New +$9.38K ﹤0.01% 685

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UBS Group
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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

Johnson Financial Group Inc (Wisconsin)'s EES Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 160 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Johnson Financial Group Inc (Wisconsin) first reported a position in EES in Q3 2024 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 160 shares of WisdomTree US SmallCap Earnings Fund worth $10.8K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #632 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2024 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.