Planning Strategies
EES icon

Planning Strategies’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Planning Strategies’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 		$1.1K Hold
17
– – ﹤0.01% 772
2026
Q2 		$1.15K Buy
+17
New +$1.08K ﹤0.01% 723

Other funds holding EES

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Linscomb Wealth
Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
SIAIK
Summit Investment Advisors, Inc.\KS Leawood, Kansas $221M AUM 18.84% 1-Year Est. Return

Planning Strategies's EES Position: Q3 2026 in Review

Planning Strategies held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q3 2026 at 17 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Planning Strategies first reported a position in EES in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.15K in Q2 2026. 149 funds tracked by Wall St. Rank hold EES as of Q3 2026.

  • Planning Strategies held 17 shares of WisdomTree US SmallCap Earnings Fund worth $1.1K as of Q3 2026.
  • Planning Strategies left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q3 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #772 holding.
  • Planning Strategies first reported a position in WisdomTree US SmallCap Earnings Fund in Q2 2026 and has held it in 2 quarters since.
  • Planning Strategies's WisdomTree US SmallCap Earnings Fund position peaked at $1.15K in Q2 2026.
  • 149 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.