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WisdomTree US SmallCap Earnings ETF EES

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis EES

Will EES outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EES’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EES management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EES’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree US SmallCap Earnings ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EES

More EES Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

TPG Inc Ordinary Shares - Class A

0.75 4.6 Mil
Financial Services

Cal-Maine Foods Inc

0.74 4.5 Mil
Consumer Defensive

Levi Strauss & Co Class A

0.69 4.2 Mil
Consumer Cyclical

Par Pacific Holdings Inc

0.60 3.7 Mil
Energy

Bread Financial Holdings Inc

0.57 3.5 Mil
Financial Services

O-I Glass Inc

0.56 3.4 Mil
Consumer Cyclical

Victory Capital Holdings Inc Class A

0.56 3.4 Mil
Financial Services

BGC Group Inc Ordinary Shares Class A

0.54 3.3 Mil
Financial Services

Axos Financial Inc

0.51 3.1 Mil
Financial Services

Sylvamo Corp Ordinary Shares When Issued

0.50 3.0 Mil
Basic Materials