Root Financial Partners
EES icon

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
Q3 		$36.6K Buy
+567
New +$38.3K ﹤0.01% 1242
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

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Linscomb Wealth
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SIAIK
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TopTier Wealth Management
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Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
CANC
Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return
NewSquare Capital
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Amplius Wealth Advisors
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Root Financial Partners's EES Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q3 2026: 567 shares worth $36.6K. The stake represents ﹤0.01% of the portfolio and ranks #1242 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in EES as recently as Q1 2026.

Root Financial Partners first reported a position in EES in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold EES as of Q3 2026.

  • Root Financial Partners held 567 shares of WisdomTree US SmallCap Earnings Fund worth $36.6K as of Q3 2026.
  • WisdomTree US SmallCap Earnings Fund was a new Root Financial Partners position in Q3 2026.
  • WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1242 holding.
  • Root Financial Partners first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2025 and has held it in 4 quarters since.
  • 85 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.