WisdomTree US SmallCap Earnings Fund
EES
166 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, 42 increasing their positions, 53 reducing their positions, and 7 closing their positions.
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
12% more funds holding
Funds holding: 148 → 166 (+18)
1% more capital invested
Capital invested by funds: $379M → $384M (+$4.81M)
0.97% more ownership
Funds ownership: 60.08% → 61.05% (+0.97%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
21% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.1M |
| 2 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$3.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.13M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2M |
| 5 |
Morgan Stanley
New York
|
-$1.58M |
EES Hedge Fund Activity: Q4 2025 in Review
166 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q4 2025, worth a combined $384M — up 1.3% from $379M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EES positions and 7 closed out — a net gain of 20 holders — while 42 added to existing stakes and 53 trimmed.
The largest buyer was Merit Financial Group, opening a new position worth an estimated $3.61M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.1M.
- 166 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q4 2025, up from 148 in Q3 2025.
- Funds reported $384M of WisdomTree US SmallCap Earnings Fund stock for Q4 2025, up 1.3% quarter-over-quarter.
- 27 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q4 2025 and 7 closed out, a net change of +20 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q4 2025 was Merit Financial Group, an estimated $3.61M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q4 2025 was Commonwealth Equity Services, an estimated $5.1M sold.
Based on aggregated 13F filings for Q4 2025.