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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
147
Holders Change
+5
Holders Change %
+3.52%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
45
Reduced
50
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
+$6.78M
2
Raymond James Financial
Raymond James Financial
Florida
+$3.31M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.85M
4
LPL Financial
LPL Financial
California
+$2.18M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.3M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.25M
3
HG
Herbst Group
Connecticut
-$1.52M
4
AWA
Amplius Wealth Advisors
Pennsylvania
-$1.21M
5
Ameriprise
Ameriprise
Minnesota
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$341K +$130K +2,399 +65%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$341K -$17.4K -322 -5%
PA
78
PSI Advisors
Florida
$334K – – –
RA
79
RFG Advisory
Alabama
$331K +$325 +6 +0.1%
SAI
80
Savvy Advisors Inc
New York
$330K +$108 +2 +0%
WEG
81
World Equity Group
Illinois
$324K +$2.71K +50 +0.9%
CM
82
Capital Management
Virginia
$303K -$541 -10 -0.2%
Mariner
83
Mariner
Kansas
$302K – – –
WBCM
84
Wilson & Boucher Capital Management
California
$302K – – –
IWM
85
IHT Wealth Management
Illinois
$300K +$290K +5,362 New
UPS
86
UHLMANN PRICE SECURITIES
Illinois
$292K +$34.4K +635 +14%
KWM
87
Kingsview Wealth Management
Oregon
$291K – – –
ASN
88
Advisory Services Network
Georgia
$289K +$541 +10 +0.2%
BFG
89
Berger Financial Group
Minnesota
$277K -$25.6K -473 -9%
CWA
90
Crux Wealth Advisors
California
$271K -$7.2K -133 -3%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$269K – – –
EH
92
Equitable Holdings
New York
$268K +$162 +3 +0.1%
SAM
93
Smithbridge Asset Management
Pennsylvania
$249K -$116K -2,142 -32%
IFWM
94
Institute for Wealth Management
Colorado
$240K – – –
Two Sigma Investments
95
Two Sigma Investments
New York
$235K -$2.25M -41,500 -91%
ESB
96
Essex Savings Bank
Connecticut
$235K – – –
LCM
97
LVM Capital Management
Michigan
$232K -$9.2K -170 -4%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$220K – – –
GLLW
99
Graves Light Lenhart Wealth
Virginia
$218K +$211K +3,900 New
USCWA
100
U.S. Capital Wealth Advisors
Texas
$213K +$206K +3,807 New
2 3
4
5 6

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.