Wilson & Boucher Capital Management’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Wilson & Boucher Capital Management’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 Q1	$226K	Sell	3,900 -1,500	-28%	-$88.7K	0.15%	107
2025 Q4	$307K	Hold	5,400	–	–	0.2%	91
2025 Q3	$302K	Hold	5,400	–	–	0.2%	93
2025 Q2	$275K	Hold	5,400	–	–	0.19%	96
2025 Q1	$264K	Hold	5,400	–	–	0.2%	97
2024 Q4	$291K	Hold	5,400	–	–	0.21%	96
2024 Q3	$285K	Hold	5,400	–	–	0.2%	99
2024 Q2	$255K	Hold	5,400	–	–	0.2%	101
2024 Q1	$271K	Hold	5,400	–	–	0.21%	98
2023 Q4	$269K	Hold	5,400	–	–	0.23%	91
2023 Q3	$234K	Hold	5,400	–	–	0.22%	94
2023 Q2	$242K	Hold	5,400	–	–	0.22%	97
2023 Q1	$233K	Hold	5,400	–	–	0.22%	97
2022 Q4	$230K	Hold	5,400	–	–	0.24%	91
2022 Q3	$212K	Hold	5,400	–	–	0.25%	86
2022 Q2	$222K	Hold	5,400	–	–	0.24%	92
2022 Q1	$259K	Hold	5,400	–	–	0.23%	93
2021 Q4	$278K	Buy	+5,400	New	+$275K	0.25%	88

Other funds holding EES

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Wilson & Boucher Capital Management's EES Position: Q1 2026 in Review

Wilson & Boucher Capital Management reduced its WisdomTree US SmallCap Earnings Fund (EES) stake by 28% in Q1 2026, selling an estimated $88.7K and leaving 3,900 shares worth $226K. The position accounts for 0.15% of the portfolio, ranked #107.

Wilson & Boucher Capital Management first reported a position in EES in Q4 2021 and has held it in 18 quarters since. The position peaked at $307K in Q4 2025. 164 funds tracked by Wall St. Rank hold EES as of Q1 2026.

Wilson & Boucher Capital Management held 3,900 shares of WisdomTree US SmallCap Earnings Fund worth $226K as of Q1 2026.
Wilson & Boucher Capital Management sold 1,500 WisdomTree US SmallCap Earnings Fund shares in Q1 2026, an estimated $88.7K.
WisdomTree US SmallCap Earnings Fund made up 0.15% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #107 holding.
Wilson & Boucher Capital Management first reported a position in WisdomTree US SmallCap Earnings Fund in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's WisdomTree US SmallCap Earnings Fund position peaked at $307K in Q4 2025.
164 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.