New Perspectives Inc’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

New Perspectives Inc’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	$1.32M	Sell	20,488 -45	-0.2%	-$3.04K	0.4%	14
2026 Q2	$1.39M	Sell	20,533 -380	-2%	-$24.1K	0.43%	14
2026 Q1	$1.21M	Sell	20,913 -1,015	-5%	-$60K	0.42%	14
2025 Q4	$1.25M	Sell	21,928 -1,438	-6%	-$80.4K	0.43%	14
2025 Q3	$1.31M	Sell	23,366 -2,539	-10%	-$137K	0.58%	14
2025 Q2	$1.32M	Sell	25,905 -5,043	-16%	-$243K	0.65%	13
2025 Q1	$1.51M	Buy	30,948 +8	+0%	+$421	0.81%	13
2024 Q4	$1.67M	Sell	30,940 -506	-2%	-$27.8K	0.89%	12
2024 Q3	$1.66M	Sell	31,446 -641	-2%	-$32.5K	0.88%	12
2024 Q2	$1.51M	Sell	32,087 -284	-0.9%	-$13.6K	0.81%	12
2024 Q1	$1.62M	Buy	+32,371	New	+$1.56M	0.9%	11
2022 Q4	$1.41M	Buy	+33,101	New	+$1.43M	1.08%	11

Other funds holding EES

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

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 Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

New Perspectives Inc's EES Position: Q3 2026 in Review

New Perspectives Inc reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.22% in Q3 2026, selling an estimated $3.04K and leaving 20,488 shares worth $1.32M. The position accounts for 0.4% of the portfolio, ranked #14.

New Perspectives Inc first reported a position in EES in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.67M in Q4 2024. 42 funds tracked by Wall St. Rank hold EES as of Q3 2026.

New Perspectives Inc held 20,488 shares of WisdomTree US SmallCap Earnings Fund worth $1.32M as of Q3 2026.
New Perspectives Inc sold 45 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $3.04K.
WisdomTree US SmallCap Earnings Fund made up 0.4% of New Perspectives Inc's portfolio in Q3 2026, its #14 holding.
New Perspectives Inc first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2022 and has held it in 12 quarters since.
New Perspectives Inc's WisdomTree US SmallCap Earnings Fund position peaked at $1.67M in Q4 2024.
42 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.