WisdomTree US SmallCap Earnings ETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
WisdomTree U.S. SmallCap Earnings Fund EES
Morningstar’s Analysis EES
Will EES outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Venture Global Inc Ordinary Shares - Class A | 1.48 | 10M | Energy |
Organon & Co Ordinary Shares | 0.88 | 6M | Healthcare |
Matson Inc | 0.74 | 5M | Industrials |
Crescent Energy Co Class A | 0.73 | 5M | Energy |
Garrett Motion Inc Ordinary Shares - New | 0.72 | 5M | Consumer Cyclical |
BGC Group Inc Ordinary Shares Class A | 0.62 | 4M | Financial Services |
RingCentral Inc Class A | 0.61 | 4M | Technology |
Bread Financial Holdings Inc | 0.61 | 4M | Financial Services |
Virtu Financial Inc Class A | 0.61 | 4M | Financial Services |
Uniti Group Inc | 0.61 | 4M | Real Estate |
United States