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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 883
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Matson Inc

1.17
6,689,035
Industrials

M.D.C. Holdings Inc

1.01
5,798,531
Consumer Cyclical

M/I Homes Inc

0.96
5,477,489
Consumer Cyclical

Tri Pointe Homes Inc

0.95
5,420,078
Consumer Cyclical

Warrior Met Coal Inc

0.89
5,110,635
Basic Materials

Gulfport Energy Corp Ordinary Shares (New)

0.86
4,927,934
Energy

Genworth Financial Inc

0.82
4,694,152
Financial Services

Century Communities Inc

0.72
4,127,855
Consumer Cyclical

Green Brick Partners Inc

0.67
3,853,616
Consumer Cyclical

ArcBest Corp

0.61
3,521,333
Industrials