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

Team Financial Group’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	-2,745	Closed	-$159K	–	113
2026 Q1	$159K	Buy	2,745 +5	+0.2%	+$296	0.07%	61
2025 Q4	$156K	Buy	2,740 +9	+0.3%	+$503	0.07%	54
2025 Q3	$153K	Sell	2,731 -38	-1%	-$2.06K	0.07%	51
2025 Q2	$141K	Buy	+2,769	New	+$134K	0.07%	48
2025 Q1	–	Sell	-3,883	Closed	-$209K	–	40
2024 Q4	$209K	Sell	3,883 -248	-6%	-$13.6K	0.12%	38
2024 Q3	$218K	Sell	4,131 -1,548	-27%	-$78.5K	0.13%	34
2024 Q2	$268K	Sell	5,679 -1,403	-20%	-$67.2K	0.17%	29
2024 Q1	$355K	Sell	7,082 -170	-2%	-$8.18K	0.24%	26
2023 Q4	$361K	Buy	7,252 +87	+1%	+$3.85K	0.26%	22
2023 Q3	$310K	Buy	+7,165	New	+$326K	0.26%	24

Other funds holding EES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Team Financial Group's EES Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026, closing a stake of 2,745 shares — an estimated $159K sold.

Team Financial Group first reported a position in EES in Q3 2023 and held it in 10 quarters. The position peaked at $361K in Q4 2023. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Team Financial Group reported no remaining WisdomTree US SmallCap Earnings Fund position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 2,745 WisdomTree US SmallCap Earnings Fund shares in Q2 2026, an estimated $159K.
Team Financial Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and held it in 10 quarters.
Team Financial Group's WisdomTree US SmallCap Earnings Fund position peaked at $361K in Q4 2023.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.