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WisdomTree US SmallCap Earnings ETF EES

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings EES

  • 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