EESWisdomTree U.S. SmallCap Fund
EES Fund Description
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 MSCI ESG Analytics Insight
WisdomTree U.S. SmallCap Fund has an MSCI ESG Fund Rating of BB based on a score of 4.22 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree U.S. SmallCap Fund ranks in the 13th percentile within its peer group and in the 3th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
EES MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
EES Summary Data
EES Portfolio Data
EES Index Data
EES Portfolio Management
EES Tax Exposures
EES Fund Structure
EES 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 Sector/Industry Breakdown
EES Economic Development
EES Performance Statistics
EES MSCI ESG Ratings
EES Benchmark Comparison Summary
EES Benchmark Comparison Market Cap Size