WisdomTree US SmallCap Earnings Fund
EES
142 hedge funds and large institutions have $346M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 14 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 48
0% less capital invested
Capital invested by funds: $346M → $346M (-$184K)
1.55% less ownership
Funds ownership: 60.35% → 58.8% (-1.6%)
3% less funds holding
Funds holding: 147 → 142 (-5)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$6.98M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.54M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.75M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$710K |
| 5 |
Jane Street
New York
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
-$5.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.08M |
| 3 |
KFI
Key Financial Inc
West Chester,
Pennsylvania
|
-$2.96M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.05M |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GFPC
151
Global Financial Private Client
Sarasota,
Florida
| – | -$73.3K | -1,500 | Closed |
|
152
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$14.9K | -305 | Closed |
|
|
RWM
153
Ruedi Wealth Management
Champaign,
Illinois
| – | -$7.96K | -163 | Closed |
|
|
PB
154
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$5.62K | -115 | Closed |
|
|
CA
155
Continuum Advisory
Eagle,
Idaho
| – | -$1.22K | -25 | Closed |
|
|
AIC
156
Archer Investment Corporation
Carmel,
Indiana
| – | -$1.02K | -21 | Closed |
|
EES Hedge Fund Activity: Q2 2025 in Review
142 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2025, worth a combined $346M — down 0.05% from $346M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of EES and 9 opened new positions — a net loss of 5 holders — while 48 trimmed existing stakes and 48 added.
The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $6.98M. The largest seller was Invenio Wealth Partners, exiting entirely with an estimated $5.5M sold.
- 142 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2025, down from 147 in Q1 2025.
- Funds reported $346M of WisdomTree US SmallCap Earnings Fund stock for Q2 2025, down 0.05% quarter-over-quarter.
- 9 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2025 and 14 closed out, a net change of -5 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q2 2025 was Amplius Wealth Advisors, an estimated $6.98M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q2 2025 was Invenio Wealth Partners, an estimated $5.5M sold.
Based on aggregated 13F filings for Q2 2025.