The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive 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 6.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Callon Petroleum Co | 0.75 | 4.9 Mil | Energy |
Cal-Maine Foods Inc | 0.74 | 4.8 Mil | Consumer Defensive |
TPG Inc Ordinary Shares - Class A | 0.72 | 4.6 Mil | Financial Services |
O-I Glass Inc | 0.69 | 4.4 Mil | Consumer Cyclical |
Par Pacific Holdings Inc | 0.68 | 4.4 Mil | Energy |
Levi Strauss & Co Class A | 0.60 | 3.9 Mil | Consumer Cyclical |
Xerox Holdings Corp | 0.55 | 3.5 Mil | Technology |
Bread Financial Holdings Inc | 0.52 | 3.3 Mil | Financial Services |
BGC Group Inc Ordinary Shares Class A | 0.49 | 3.2 Mil | Financial Services |
Sphere Entertainment Co Ordinary Shares - Class A | 0.49 | 3.2 Mil | Communication Services |