Wisdomtree Smallcap Earnings Etf Profile
| EES Etf | USD 57.77 0.23 0.40% |
PerformanceSoft
| Odds Of DistressLow
|
WisdomTree SmallCap is selling for under 57.77 as of the 27th of December 2025; that is 0.4 percent decrease since the beginning of the trading day. The etf's lowest day price was 57.54. WisdomTree SmallCap has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat soft performance during the last 90 days. The performance scores are derived for the period starting the 27th of November 2025 and ending today, the 27th of December 2025. Click here to learn more.
Under normal circumstances, at least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. More on WisdomTree SmallCap Earnings
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WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Small Cap ETFs, Small Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2007-02-23 |
| Benchmark | WisdomTree U.S. SmallCap Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 652.32 Million |
| Average Trading Volume | 12,302 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 916 |
| Market Maker | Susquehanna |
| Total Expense | 0.38 |
| Management Fee | 0.38 |
| Country Name | USA |
| Returns Y T D | 8.64 |
| Name | WisdomTree U.S. SmallCap Earnings Fund |
| Currency Code | USD |
| Open Figi | BBG000R1R061 |
| In Threey Volatility | 21.6 |
| 1y Volatility | 17.24 |
| 200 Day M A | 52.5031 |
| 50 Day M A | 55.9282 |
| Code | EES |
| Updated At | 26th of December 2025 |
| Currency Name | US Dollar |
WisdomTree SmallCap Earnings [EES] is traded in USA and was established 2007-02-23. The fund is classified under Small Value category within WisdomTree family. The entity is thematically classified as Size And Style ETFs. WisdomTree SmallCap currently have 540.31 M in assets under management (AUM). , while the total return for the last 3 years was 12.3%.
Check WisdomTree SmallCap Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree SmallCap Earnings Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree SmallCap Currency Exposure
WisdomTree SmallCap Earnings holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree SmallCap will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree SmallCap Earnings.
Top WisdomTree SmallCap Earnings Etf Constituents
| PUMP | ProPetro Holding Corp | Stock | Energy | |
| SHAK | Shake Shack | Stock | Consumer Discretionary | |
| H | Hyatt Hotels | Stock | Consumer Discretionary | |
| TMHC | Taylor Morn Home | Stock | Consumer Discretionary | |
| KEM | KraneShares | Etf | Diversified Emerging Mkts | |
| USM | United States Cellular | Stock | Communication Services | |
| AMKR | Amkor Technology | Stock | Information Technology | |
| CECO | CECO Environmental Corp | Stock | Industrials |
WisdomTree SmallCap Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree SmallCap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.7764 | |||
| Semi Deviation | 0.9933 | |||
| Standard Deviation | 1.09 | |||
| Variance | 1.18 |
WisdomTree SmallCap Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. Cosh Values Of WisdomTree SmallCap Price Series is a hyperbolic price transformation function.
WisdomTree SmallCap Against Markets
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree SmallCap Earnings. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in american community survey. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
The market value of WisdomTree SmallCap is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree SmallCap's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree SmallCap's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree SmallCap's market value can be influenced by many factors that don't directly affect WisdomTree SmallCap's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree SmallCap's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree SmallCap is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree SmallCap's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.