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

Root Financial Partners’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 		– Sell
-567
Closed -$32.9K – 1203
2026
Q1 		$32.9K Hold
567
– – ﹤0.01% 1062
2025
Q4 		$32.3K Hold
567
– – ﹤0.01% 907
2025
Q3 		$31.7K Buy
+567
New +$30.7K ﹤0.01% 862

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

Root Financial Partners's EES Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026, closing a stake of 567 shares — an estimated $32.9K sold.

Root Financial Partners first reported a position in EES in Q3 2025 and held it in 3 quarters. The position peaked at $32.9K in Q1 2026. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

  • Root Financial Partners reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 567 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $32.9K.
  • Root Financial Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WisdomTree US SmallCap Earnings Fund position peaked at $32.9K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.