We are live on
!
Find out more
WisdomTree US SmallCap Earnings Fund
EES
EES
165 hedge funds and large institutions have $384M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 53 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
12% more funds holding
Funds holding: 147 → 165 (+18)
1% more capital invested
Capital invested by funds: $379M → $384M (+$4.81M)
0.97% more ownership
Funds ownership: 60.07% → 61.04% (+0.97%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
23% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 53
Holders
165
Holders Change
+18
Holders Change %
+12.24%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
41
Reduced
53
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.61M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$2.56M |
| 3 |
Rockefeller Capital Management
New York
|
+$2.04M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$1.85M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.62M |
