WisdomTree US SmallCap Earnings Fund
EES
170 hedge funds and large institutions have $445M invested in WisdomTree US SmallCap Earnings Fund in 2026 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 61 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
16% more capital invested
Capital invested by funds: $384M → $445M (+$60.9M)
3% more funds holding
Funds holding: 165 → 170 (+5)
1.16% more ownership
Funds ownership: 60.77% → 61.93% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
26% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$10.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.72M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.41M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.6M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$3.12M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.18M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.02M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
-$1.97M |
EES Hedge Fund Activity: Q2 2026 in Review
170 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US SmallCap Earnings Fund (EES) for Q2 2026, worth a combined $445M — up 16% from $384M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EES positions and 8 closed out — a net gain of 10 holders — while 45 added to existing stakes and 61 trimmed.
The largest buyer was Savant Capital, adding an estimated $10.6M. The largest seller was Raymond James Financial, cutting an estimated $3.6M.
- 170 institutional investors held WisdomTree US SmallCap Earnings Fund (EES) as of Q2 2026, up from 165 in Q1 2026.
- Funds reported $445M of WisdomTree US SmallCap Earnings Fund stock for Q2 2026, up 16% quarter-over-quarter.
- 18 funds opened new WisdomTree US SmallCap Earnings Fund positions in Q2 2026 and 8 closed out, a net change of +10 holders.
- The largest WisdomTree US SmallCap Earnings Fund buyer in Q2 2026 was Savant Capital, an estimated $10.6M added.
- The largest WisdomTree US SmallCap Earnings Fund seller in Q2 2026 was Raymond James Financial, an estimated $3.6M sold.
Based on aggregated 13F filings for Q2 2026.