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 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

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

World Equity Group's EES Position: Q2 2026 in Review

World Equity Group held its WisdomTree US SmallCap Earnings Fund (EES) position steady in Q2 2026 at 5,811 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #258.

World Equity Group first reported a position in EES in Q1 2022 and has held it in 10 quarters since. The position peaked at $767K in Q1 2023. 170 funds tracked by Wall St. Rank hold EES as of Q2 2026.

World Equity Group held 5,811 shares of WisdomTree US SmallCap Earnings Fund worth $394K as of Q2 2026.
World Equity Group left its WisdomTree US SmallCap Earnings Fund share count unchanged in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up 0.09% of World Equity Group's portfolio in Q2 2026, its #258 holding.
World Equity Group first reported a position in WisdomTree US SmallCap Earnings Fund in Q1 2022 and has held it in 10 quarters since.
World Equity Group's WisdomTree US SmallCap Earnings Fund position peaked at $767K in Q1 2023.
170 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.