Planning Strategies Inc.’s WisdomTree US SmallCap Earnings Fund EES Stock Holding History

Planning Strategies Inc.’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	$1.15K	Buy	+17	New	+$1.08K	﹤0.01%	723

Other funds holding EES

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $166M AUM

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Culbertson A N & Co Charlottesville, Virginia $859M AUM 30.36% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Optima Capital Beaverton, Oregon $253M AUM 21.52% 1-Year Est. Return

Planning Strategies Inc.'s EES Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree US SmallCap Earnings Fund (EES) in Q2 2026: 17 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #723 among its holdings.

56 funds tracked by Wall St. Rank hold EES as of Q2 2026.

Planning Strategies Inc. held 17 shares of WisdomTree US SmallCap Earnings Fund worth $1.15K as of Q2 2026.
WisdomTree US SmallCap Earnings Fund was a new Planning Strategies Inc. position in Q2 2026.
WisdomTree US SmallCap Earnings Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #723 holding.
56 funds tracked by Wall St. Rank held WisdomTree US SmallCap Earnings Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.