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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
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

KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

New Perspectives Inc's EES Position: Q2 2026 in Review

New Perspectives Inc reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 1.8% in Q2 2026, selling an estimated $24.1K and leaving 20,533 shares worth $1.39M. The position accounts for 0.43% of the portfolio, ranked #14.

New Perspectives Inc first reported a position in EES in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.67M in Q4 2024. 41 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • New Perspectives Inc held 20,533 shares of WisdomTree US SmallCap Earnings Fund worth $1.39M as of Q2 2026.
  • New Perspectives Inc sold 380 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $24.1K.
  • WisdomTree US SmallCap Earnings Fund made up 0.43% of New Perspectives Inc's portfolio in Q2 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 11 quarters since.
  • New Perspectives Inc's WisdomTree US SmallCap Earnings Fund position peaked at $1.67M in Q4 2024.
  • 41 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.