World Equity Group’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

World Equity 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	$376K	Buy	5,826 +15	+0.3%	+$1.01K	0.16%	141
2026 Q2	$394K	Hold	5,811	–	–	0.09%	258
2026 Q1	$337K	Sell	5,811 -15	-0.3%	-$887	0.09%	269
2025 Q4	$332K	Buy	5,826 +25	+0.4%	+$1.4K	0.09%	238
2025 Q3	$324K	Buy	5,801 +50	+0.9%	+$2.71K	0.07%	258
2025 Q2	$293K	Sell	5,751 -125	-2%	-$6.03K	0.08%	250
2025 Q1	$291K	Sell	5,876 -5,276	-47%	-$278K	0.08%	229
2024 Q4	$602K	Buy	11,152 +6,701	+151%	+$368K	0.13%	167
2024 Q3	$235K	Buy	+4,451	New	+$226K	0.08%	224
2023 Q2	–	Sell	-2,035	Closed	-$767K	–	378
2023 Q1	$767K	Buy	+2,035	New	+$92.2K	0.11%	205
2022 Q2	–	Sell	-10,826	Closed	-$519K	–	354
2022 Q1	$519K	Buy	+10,826	New	+$526K	0.11%	205

Other funds holding EES

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

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

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

World Equity Group's EES Position: Q3 2026 in Review

World Equity Group increased its WisdomTree US SmallCap Earnings Fund (EES) stake by 0.26% in Q3 2026, buying an estimated $1.01K and bringing the position to 5,826 shares worth $376K. The position accounts for 0.16% of the portfolio, ranked #141.

World Equity Group first reported a position in EES in Q1 2022 and has held it in 11 quarters since. The position peaked at $767K in Q1 2023. 37 funds tracked by Wall St. Rank hold EES as of Q3 2026.

World Equity Group held 5,826 shares of WisdomTree US SmallCap Earnings Fund worth $376K as of Q3 2026.
World Equity Group bought 15 WisdomTree US SmallCap Earnings Fund shares in Q3 2026, an estimated $1.01K.
WisdomTree US SmallCap Earnings Fund made up 0.16% of World Equity Group's portfolio in Q3 2026, its #141 holding.
World Equity Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2022 and has held it in 11 quarters since.
World Equity Group's WisdomTree US SmallCap Earnings Fund position peaked at $767K in Q1 2023.
37 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.