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WisdomTree SmallCap Earnings Fund shares owned by Empowered Funds

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Empowered Funds from 13F filings

Historical chart of Empowered Funds investment in WisdomTree SmallCap Earnings Fund

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Empowered Funds

Quarter filed Position value Share count Share price at filing
2025-09-30 $396k 7.1k 55.87
2022-03-31 $6.4M 133k 47.96
2021-03-31 $11M 283k 38.92
2020-12-31 $11M 283k 38.92

More positions owned by Empowered Funds

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)
Exxon Mobil Corporation (XOM)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Chevron Corporation (CVX)
JPMorgan Chase & Co. (JPM)
Lam Research Corp Com New (LRCX)
Alphabet Cap Stk Cl C (GOOG)
Western Digital (WDC)
Mastercard Incorporated Cl A (MA)
Tesla Motors (TSLA)

View all positions for Empowered Funds

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
Morgan Stanley
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Kathleen S. Wright Associates
Arkadios Wealth Advisors
Wells Fargo & Company
Amplius Wealth Advisors
Envestnet Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund