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

PlanVest Financial’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 		$17.5K Buy
259
+1
+0.4% +$63 0.01% 356
2026
Q1 		$15K Buy
+258
New +$15.2K 0.01% 347

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

PlanVest Financial's EES Position: Q2 2026 in Review

PlanVest Financial increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.39% in Q2 2026, buying an estimated $63 and bringing the position to 259 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #356.

PlanVest Financial first reported a position in EES in Q1 2026 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • PlanVest Financial held 259 shares of WisdomTree US SmallCap Earnings Fund worth $17.5K as of Q2 2026.
  • PlanVest Financial bought 1 WisdomTree US SmallCap Earnings Fund share in Q2 2026, an estimated $63.
  • WisdomTree US SmallCap Earnings Fund made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #356 holding.
  • PlanVest Financial first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2026 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.