EES WisdomTree U.S. SmallCap Fund
What is EES?
EES tracks an index of US small-cap stocks weighted by firms' earnings from core operations. The index is a small-cap subset of the WisdomTree Earnings Index.
EES Factset Analytics Insight
EES offers exposure to the US small-cap segment by selecting and weighting stocks based on positive earnings over their most recent four quarters. The idea is that weighting stocks by earnings instead of market-cap will produce better long-term performance because equity holders ultimately get paid from profits. The fund selects the bottom 25% of the market capitalization from a starting universe of earnings-generating companies in the US stock market. Stocks are weighted to reflect the aggregate earnings generated by each stock. The index is reconstituted annually. Prior to March 29, 2019, the index was called WisdomTree U.S. SmallCap Earnings Fund that tracked the WisdomTree U.S. SmallCap Earnings Index (formerly known, prior to June 30, 2017, as WisdomTree SmallCap Earnings Index).
EES Summary Data
Peers
Fund Flows
EES Portfolio Data
EES Index Data
EES Portfolio Management
EES Tax Exposures
EES Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of EES. EES is rated a 5 out of 5.
EES Tradability
EES Sector/Industry Breakdown
Benchmark
EES Top 10 Holdings
EES Performance Statistics
EES Countries
Benchmark
EES Regions
Benchmark
EES Economic Development
Benchmark
EES Benchmark Comparison Summary
Benchmark
EES Benchmark Comparison Market Cap Size
Benchmark
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.