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WisdomTree SmallCap Earnings Fund shares owned by New Perspectives

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

Historical chart of New Perspectives investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree SmallCap Earnings Fund by New Perspectives

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 23k 55.87
2025-06-30 $1.3M 26k 50.96
2025-03-31 $1.5M 31k 48.84
2024-12-31 $1.7M 31k 53.94
2024-09-30 $1.7M 31k 52.75
2024-06-30 $1.5M 32k 47.13
2024-03-31 $1.6M 32k 50.12
2022-12-31 $1.4M 33k 42.59

More positions owned by New Perspectives

Spdr Series Trust Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Series Trust Portfolio S&p400 (SPMD)
Northern Lts Fd Tr Ii Weitz Core Plus
Ishares Tr Russell 2000 Etf (IWM)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Wisdomtree Tr Us Smallcap Fund (EES)
Sherwin-Williams Company (SHW)

View all positions for New Perspectives

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