The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
WisdomTree US SmallCap Earnings ETF EES
Morningstar’s Analysis EES
Will EES outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Cal-Maine Foods Inc | 0.80 | 4.8 Mil | Consumer Defensive |
Levi Strauss & Co Class A | 0.75 | 4.5 Mil | Consumer Cyclical |
TPG Inc Ordinary Shares - Class A | 0.70 | 4.2 Mil | Financial Services |
Bread Financial Holdings Inc | 0.60 | 3.6 Mil | Financial Services |
BGC Group Inc Ordinary Shares Class A | 0.57 | 3.4 Mil | Financial Services |
Victory Capital Holdings Inc Class A | 0.56 | 3.4 Mil | Financial Services |
Sylvamo Corp Ordinary Shares When Issued | 0.55 | 3.3 Mil | Basic Materials |
O-I Glass Inc | 0.55 | 3.3 Mil | Consumer Cyclical |
Nordstrom Inc | 0.54 | 3.2 Mil | Consumer Cyclical |
Par Pacific Holdings Inc | 0.51 | 3.1 Mil | Energy |