WisdomTree US SmallCap Earnings Fund
EES
147 hedge funds and large institutions have $379M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $346M → $379M (+$33.1M)
4% more funds holding
Funds holding: 142 → 147 (+5)
1.28% more ownership
Funds ownership: 58.8% → 60.07% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 50
Top Buyers
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$6.78M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.31M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.85M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.06M |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 2 |
Two Sigma Investments
New York
|
-$2.25M |
| 3 |
HG
Herbst Group
Westport,
Connecticut
|
-$1.52M |
| 4 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$1.21M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.12M |
EES Hedge Fund Activity: Q3 2025 in Review
147 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q3 2025, worth a combined $379M — up 9.6% from $346M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EES positions and 7 closed out — a net gain of 8 holders — while 45 added to existing stakes and 50 trimmed.
The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $6.78M. The largest seller was Bank of America, cutting an estimated $11.3M.
- 147 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q3 2025, up from 142 in Q2 2025.
- Funds reported $379M of WisdomTree US SmallCap Earnings Fund stock for Q3 2025, up 9.6% quarter-over-quarter.
- 15 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q3 2025 and 7 closed out, a net change of +8 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q3 2025 was Arkadios Wealth Advisors, an estimated $6.78M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q3 2025 was Bank of America, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2025.