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Larson Financial Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Larson Financial Group’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 		$985K Sell
14,536
-260
-2% -$16.5K 0.03% 370
2026
Q1 		$859K Sell
14,796
-325
-2% -$19.2K 0.03% 349
2025
Q4 		$861K Sell
15,121
-280
-2% -$15.7K 0.03% 339
2025
Q3 		$860K Sell
15,401
-1,106
-7% -$59.9K 0.03% 340
2025
Q2 		$841K Buy
16,507
+57
+0.3% +$2.75K 0.03% 325
2025
Q1 		$803K Sell
16,450
-257
-2% -$13.5K 0.04% 307
2024
Q4 		$901K Sell
16,707
-40
-0.2% -$2.19K 0.05% 265
2024
Q3 		$883K Sell
16,747
-25
-0.1% -$1.27K 0.05% 242
2024
Q2 		$790K Buy
+16,772
New +$803K 0.05% 215
2021
Q1 		– Sell
-460
Closed -$18K – 853
2020
Q4 		$18K Buy
+460
New +$16.1K 0.01% 394

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

Larson Financial Group's EES Position: Q2 2026 in Review

Larson Financial Group reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 1.8% in Q2 2026, selling an estimated $16.5K and leaving 14,536 shares worth $985K. The position accounts for 0.03% of the portfolio, ranked #370.

Larson Financial Group first reported a position in EES in Q4 2020 and has held it in 10 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Larson Financial Group held 14,536 shares of WisdomTree US SmallCap Earnings Fund worth $985K as of Q2 2026.
  • Larson Financial Group sold 260 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $16.5K.
  • WisdomTree US SmallCap Earnings Fund made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #370 holding.
  • Larson Financial Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2020 and has held it in 10 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.