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

Kingsview 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 		$353K Sell
5,200
-10
-0.2% -$635 ﹤0.01% 1116
2026
Q1 		$302K Hold
5,210
– – ﹤0.01% 1085
2025
Q4 		$297K Hold
5,210
– – ﹤0.01% 1025
2025
Q3 		$291K Hold
5,210
– – ﹤0.01% 974
2025
Q2 		$266K Sell
5,210
-60
-1% -$2.9K ﹤0.01% 988
2025
Q1 		$257K Sell
5,270
-63
-1% -$3.32K ﹤0.01% 944
2024
Q4 		$288K Sell
5,333
-20
-0.4% -$1.1K 0.01% 917
2024
Q3 		$282K Sell
5,353
-46
-0.9% -$2.33K 0.01% 907
2024
Q2 		$254K Sell
5,399
-350
-6% -$16.8K 0.01% 899
2024
Q1 		$288K Sell
5,749
-481
-8% -$23.1K 0.01% 830
2023
Q4 		$310K Sell
6,230
-225
-3% -$9.95K 0.01% 754
2023
Q3 		$279K Hold
6,455
– – 0.01% 776
2023
Q2 		$289K Sell
6,455
-100
-2% -$4.26K 0.01% 750
2023
Q1 		$283K Hold
6,555
– – 0.01% 727
2022
Q4 		$279K Hold
6,555
– – 0.01% 694
2022
Q3 		$257K Sell
6,555
-150
-2% -$6.53K 0.01% 680
2022
Q2 		$276K Sell
6,705
-52
-0.8% -$2.31K 0.01% 685
2022
Q1 		$324K Sell
6,757
-147
-2% -$7.14K 0.01% 679
2021
Q4 		$355K Sell
6,904
-140
-2% -$7.14K 0.01% 669
2021
Q3 		$340K Buy
7,044
+68
+1% +$3.29K 0.02% 653
2021
Q2 		$348K Buy
6,976
+2,764
+66% +$136K 0.02% 660
2021
Q1 		$202K Buy
+4,212
New +$188K 0.01% 771

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

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

Kingsview Wealth Management reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.19% in Q2 2026, selling an estimated $635 and leaving 5,200 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Kingsview Wealth Management first reported a position in EES in Q1 2021 and has held it in 22 quarters since. The position peaked at $355K in Q4 2021. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Kingsview Wealth Management held 5,200 shares of WisdomTree US SmallCap Earnings Fund worth $353K as of Q2 2026.
  • Kingsview Wealth Management sold 10 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $635.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1116 holding.
  • Kingsview Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2021 and has held it in 22 quarters since.
  • Kingsview Wealth Management's WisdomTree US SmallCap Earnings Fund position peaked at $355K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.