LOWM
EES icon

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

Laurel Oak 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 		$240K Hold
3,537
– – 0.03% 329
2026
Q1 		$205K Sell
3,537
-350
-9% -$20.7K 0.03% 341
2025
Q4 		$221K Buy
+3,887
New +$217K 0.04% 325

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

Laurel Oak Wealth Management's EES Position: Q2 2026 in Review

Laurel Oak Wealth Management held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 3,537 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #329.

Laurel Oak Wealth Management first reported a position in EES in Q4 2025 and has held it in 3 quarters since. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Laurel Oak Wealth Management held 3,537 shares of WisdomTree US SmallCap Earnings Fund worth $240K as of Q2 2026.
  • Laurel Oak Wealth Management left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
  • WisdomTree US SmallCap Earnings Fund made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Laurel Oak Wealth Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2025 and has held it in 3 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

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