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

Prospera Financial Services’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
2025
Q4 		– Sell
-15,278
Closed -$854K – 1377
2025
Q3 		$854K Sell
15,278
-375
-2% -$20.3K 0.01% 742
2025
Q2 		$799K Sell
15,653
-4,418
-22% -$213K 0.01% 736
2025
Q1 		$981K Sell
20,071
-545
-3% -$28.7K 0.02% 572
2024
Q4 		$1.11M Sell
20,616
-116
-0.6% -$6.37K 0.03% 507
2024
Q3 		$1.09M Sell
20,732
-96
-0.5% -$4.87K 0.03% 483
2024
Q2 		$982K Buy
20,828
+60
+0.3% +$2.87K 0.03% 507
2024
Q1 		$1.04M Buy
20,768
+712
+4% +$34.3K 0.03% 487
2023
Q4 		$999K Sell
20,056
-2,445
-11% -$108K 0.03% 469
2023
Q3 		$975K Sell
22,501
-1,150
-5% -$52.3K 0.04% 424
2023
Q2 		$1.06M Sell
23,651
-343
-1% -$14.6K 0.04% 403
2023
Q1 		$1.04M Buy
23,994
+807
+3% +$36.5K 0.04% 417
2022
Q4 		$988K Buy
23,187
+548
+2% +$23.7K 0.05% 357
2022
Q3 		$887K Buy
22,639
+6,067
+37% +$264K 0.05% 392
2022
Q2 		$682K Buy
16,572
+3,859
+30% +$172K 0.03% 448
2022
Q1 		$610K Buy
+12,713
New +$618K 0.03% 540

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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Prospera Financial Services's EES Position: Q4 2025 in Review

Prospera Financial Services sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q4 2025, closing a stake of 15,278 shares — an estimated $854K sold.

Prospera Financial Services first reported a position in EES in Q1 2022 and held it in 15 quarters. The position peaked at $1.11M in Q4 2024. 166 funds tracked by Wall St. Rank hold EES as of Q4 2025.

  • Prospera Financial Services reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 15,278 WisdomTree US SmallCap Earnings Fund shares in Q4 2025, an estimated $854K.
  • Prospera Financial Services first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2022 and held it in 15 quarters.
  • Prospera Financial Services's WisdomTree US SmallCap Earnings Fund position peaked at $1.11M in Q4 2024.
  • 166 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.