Morningstar

WisdomTree U.S. SmallCap Earnings Fund EES

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

Morningstar’s Analysis EES

Will EES outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EES

More EES Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Venture Global Inc Ordinary Shares - Class A

1.52 10M
Energy

RingCentral Inc Class A

1.06 7M
Technology

Matson Inc

0.89 6M
Industrials

Organon & Co Ordinary Shares

0.88 6M
Healthcare

Crescent Energy Co Class A

0.79 5M
Energy

BGC Group Inc Ordinary Shares Class A

0.71 5M
Financial Services

Virtu Financial Inc Class A

0.68 5M
Financial Services

Bread Financial Holdings Inc

0.67 5M
Financial Services

Garrett Motion Inc Ordinary Shares - New

0.59 4M
Consumer Cyclical

Par Pacific Holdings Inc

0.56 4M
Energy

Sponsor Center