WisdomTree US SmallCap Earnings Fund
EES
143 hedge funds and large institutions have $346M invested in WisdomTree US SmallCap Earnings Fund in 2025 Q2 according to their latest regulatory filings, with 10 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 (-$151K)
1.55% less ownership
Funds ownership: 60.35% → 58.8% (-1.5%)
3% less funds holding
Funds holding: 147 → 143 (-4)
29% less first-time investments, than exits
New positions opened: 10 | 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 |
EES Hedge Fund Activity: Q2 2025 in Review
143 of the 7,613 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 0.04% from $346M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of EES and 10 opened new positions — a net loss of 4 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.
- 143 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 0.04% quarter-over-quarter.
- 10 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2025 and 14 closed out, a net change of -4 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.