WisdomTree US SmallCap Earnings Fund
EES
165 hedge funds and large institutions have $384M invested in WisdomTree US SmallCap Earnings Fund in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
14% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 51
0% more capital invested
Capital invested by funds: $384M → $384M (+$362K)
0.28% less ownership
Funds ownership: 61.05% → 60.77% (-0.28%)
1% less funds holding
Funds holding: 166 → 165 (-1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$4.31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.48M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.77M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.63M |
| 5 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$999K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPA
Shore Point Advisors
Brielle,
New Jersey
|
-$10M |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$2.9M |
| 3 |
LW
Linscomb Wealth
Houston,
Texas
|
-$1.19M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.14M |
| 5 |
DG
Dala Group
Hoffman Estates,
Illinois
|
-$1.1M |
EES Hedge Fund Activity: Q1 2026 in Review
165 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q1 2026, worth a combined $384M — up 0.09% from $384M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new EES positions and 11 closed out — a net gain of 2 holders — while 58 added to existing stakes and 51 trimmed.
The largest buyer was Mariner, adding an estimated $4.31M. The largest seller was Shore Point Advisors, cutting an estimated $10M.
- 165 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q1 2026, down from 166 in Q4 2025.
- Funds reported $384M of WisdomTree US SmallCap Earnings Fund stock for Q1 2026, up 0.09% quarter-over-quarter.
- 13 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q1 2026 and 11 closed out, a net change of +2 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q1 2026 was Mariner, an estimated $4.31M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q1 2026 was Shore Point Advisors, an estimated $10M sold.
Based on aggregated 13F filings for Q1 2026.