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Cliff Asness’s EES Holdings & Trades

First Buy
Q4 2025
Duration Held
3 Quarters
Largest Add
Q4 2025
+3,550 Shares
Current Position
9,421 Shares
$638,650 Value

Cliff Asness's EES Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 9,421 shares of WisdomTree U.S. SmallCap Fund (EES) worth $638,650, representing 0.00% of the portfolio. First purchased in 2025-Q4, this short-term holding has been held for 3 quarters.

Based on 13F filings, Cliff Asness has maintained this position in EES for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 3,170 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's WisdomTree US SmallCap Fund (EES) Holding Value Over Time

Track share changes against reported price movement

Quarterly WisdomTree US SmallCap Fund (EES) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +2,701 Add 40.19% 9,421 $67.79
Q1 2026 +3,170 Add 89.30% 6,720 $58.05
Q4 2025 +3,550 New Buy 3,550 $56.93

Cliff Asness's WisdomTree US SmallCap Fund Investment FAQs

Cliff Asness first purchased WisdomTree U.S. SmallCap Fund (EES) in Q4 2025, acquiring 3,550 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held WisdomTree U.S. SmallCap Fund (EES) for 3 quarters since Q4 2025.

Cliff Asness's largest addition to WisdomTree U.S. SmallCap Fund (EES) was in Q4 2025, adding 3,550 shares worth $202,102.

According to the latest 13F filing for Q2 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 9,421 shares of WisdomTree U.S. SmallCap Fund (EES), valued at approximately $638,650.

As of the Q2 2026 filing, WisdomTree U.S. SmallCap Fund (EES) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in WisdomTree U.S. SmallCap Fund (EES) was 9,421 shares, as reported at the end of Q2 2026.