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 Q3	$166K	Buy	+2,563	New	+$173K	0.07%	67
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

SIAIK

Summit Investment Advisors, Inc.\KS Leawood, Kansas $221M AUM 18.84% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

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 Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Team Financial Group's EES Position: Q3 2026 in Review

Team Financial Group opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q3 2026: 2,563 shares worth $166K. The stake represents 0.07% of the portfolio and ranks #67 among its holdings. This is a return to the name: Team Financial Group previously reported a position in EES as recently as Q1 2026.

Team Financial Group first reported a position in EES in Q3 2023 and has held it in 11 quarters since. The position peaked at $361K in Q4 2023. 85 funds tracked by Wall St. Rank hold EES as of Q3 2026.

Team Financial Group held 2,563 shares of WisdomTree US SmallCap Earnings Fund worth $166K as of Q3 2026.
WisdomTree US SmallCap Earnings Fund was a new Team Financial Group position in Q3 2026.
WisdomTree US SmallCap Earnings Fund made up 0.07% of Team Financial Group's portfolio in Q3 2026, its #67 holding.
Team Financial Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q3 2023 and has held it in 11 quarters since.
Team Financial Group's WisdomTree US SmallCap Earnings Fund position peaked at $361K in Q4 2023.
85 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.