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WisdomTree SmallCap Earnings Fund shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $324k 4.8k 67.79

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Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
LPL Financial
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Savant Capital Management
Key FInancial
Raymond James Financial
Wells Fargo & Company
Arkadios Wealth Advisors
Linscomb & Williams
Royal Bank of Canada
Mariner Wealth Advisors
Shore Point Advisors

View all funds holding WisdomTree SmallCap Earnings Fund