WisdomTree US SmallCap Earnings Fund
EES
150 hedge funds and large institutions have $347M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 18 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3.21% less ownership
Funds ownership: 63.71% → 60.5% (-3.2%)
7% less funds holding
Funds holding: 162 → 150 (-12)
18% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 60
24% less capital inflows, than outflows
Capital inflows: $37.1M | Capital outflows: $48.7M
56% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Key Financial Inc
West Chester,
Pennsylvania
|
+$16.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.81M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.16M |
| 4 |
Two Sigma Investments
New York
|
+$3.43M |
| 5 |
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Essential Planning
Portsmouth,
New Hampshire
|
-$27.9M |
| 2 |
First Western Trust Bank
Denver,
Colorado
|
-$3.76M |
| 3 |
World Investment Advisors
Santa Barbara,
California
|
-$2.03M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.99M |
| 5 |
Savant Capital
Rockford,
Illinois
|
-$1.53M |
EES Hedge Fund Activity: Q1 2025 in Review
150 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2025, worth a combined $347M — down 16% from $411M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of EES and 8 opened new positions — a net loss of 10 holders — while 60 trimmed existing stakes and 49 added.
The largest buyer was Key Financial Inc, adding an estimated $16.6M. The largest seller was Essential Planning, cutting an estimated $27.9M.
- 150 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2025, down from 162 in Q4 2024.
- Funds reported $347M of WisdomTree US SmallCap Earnings Fund stock for Q1 2025, down 16% quarter-over-quarter.
- 8 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2025 and 18 closed out, a net change of -10 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2025 was Key Financial Inc, an estimated $16.6M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2025 was Essential Planning, an estimated $27.9M sold.
Based on aggregated 13F filings for Q1 2025.