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WisdomTree U.S. SmallCap Earnings Fund (EES)

Small Value · WisdomTree · NYSE

Small ValueETF
WisdomTree U.S. SmallCap Earnings Fund (EES) is an exchange-traded fund in the Small Value category. It has $715.56M in assets, an expense ratio of 0.38% and a 1.13% dividend yield. The fund invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is earnings weighted annually to reflect the proportionate share of the aggregate earnings each constituent company has generated. The fund is non-diversified.
Assets under management$715.56M
Expense ratio0.38%
CategorySmall Value
Dividend yield1.13%
NAV$65.89
Fund familyWisdomTree
ExchangeNYSE

Top holdings

The largest positions WisdomTree U.S. SmallCap Earnings Fund reports, by weight.

HoldingNameWeight
VG Venture Global Inc Ordinary Shares - Class A 1.63%
RNG RingCentral Inc Class A 0.91%
OGN Organon & Co Ordinary Shares 0.86%
MATX Matson Inc 0.84%
CRGY Crescent Energy Co Class A 0.78%
VIRT Virtu Financial Inc Class A 0.74%
BGC BGC Group Inc Ordinary Shares Class A 0.70%
BFH Bread Financial Holdings Inc 0.69%
GTX Garrett Motion Inc Ordinary Shares - New 0.58%
HOG Harley-Davidson Inc 0.57%

Other Small Value ETFs

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