EES Stock Price, Chart, Stats & News

WisdomTree U.S. SmallCap Earnings Fund
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Small Value
Category
0.77%
Dividend yield
$0.5148
0.38%
Expense ratio
681.39M
Assets
30.60%
1Y return
EES chart
1M
3M
1Y
5Y
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EES returns
| YTD | 12.07% |
| 1Y | 30.60% |
| 3Y | 16.02% |
| 5Y | 6.24% |
| 10Y | 10.68% |
| 1Y volatility | 12.81% |
| 3Y volatility | 20.21% |
| Sharpe ratio | 0.67 |
About
Under typical market circumstances, this fund dedicates a minimum of 95% of its overall assets—excluding any collateral obtained from securities lending activities—to either the direct holdings of its benchmark index or to other investments that demonstrate nearly identical economic traits. The underlying index itself employs a fundamental weighting approach, concentrating on profitable, small-capitalization U. S. businesses within the equity market.
Top 10 EES holdings
| Holding | Ownership |
|---|---|
Industrials 1.54% | |
Health care 0.88% | |
Energy 0.76% | |
Industrials 0.73% | |
Consumer Cyclical 0.71% | |
Financial Services 0.71% | |
Financial Services 0.67% | |
Communication Services 0.60% | |
Financial Services 0.60% | |
Consumer Cyclical 0.56% |
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