WisdomTree US SmallCap Earnings FundEES
EES
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
9% more capital invested
Capital invested by funds: $375M [Q3] → $408M (+$32.8M) [Q4]
5% more funds holding
Funds holding: 147 [Q3] → 154 (+7) [Q4]
3.94% more ownership
Funds ownership: 59.23% [Q3] → 63.17% (+3.94%) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 2 (+0) [Q4]
42% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 57
Research analyst outlook
We haven’t received any recent analyst ratings for EES.
Financial journalist opinion
Neutral
Zacks Investment Research
3 days ago
Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree U.S. SmallCap ETF (EES) debuted on 02/23/2007, and offers broad exposure to the Style Box - Small Cap Value category of the market.
Neutral
Zacks Investment Research
1 week ago
Should WisdomTree U.S. SmallCap ETF (EES) Be on Your Investing Radar?
The WisdomTree U.S. SmallCap ETF (EES) was launched on 02/23/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market.
Neutral
Seeking Alpha
1 month ago
Why Is The IPO Market Struggling? Here's What Active Managers Have To Say
Strong returns in U.S. stocks, particularly over the past two plus years, have led investors to question the relative lack of companies going public via the IPO process — as well as the potential implications for the IPO market in the long term. According to active equity managers, a combination of increased public market regulation, a reduced pipeline of potential offerings following the prior boom, the rising role of large private asset managers in capital raising, and near-term uncertainty surrounding government policy are all contributing factors. At Russell Investments, we think investors benefit from taking a long-term view.
Neutral
Zacks Investment Research
2 months ago
Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now?
The WisdomTree U.S. SmallCap ETF (EES) made its debut on 02/23/2007, and is a smart beta exchange traded fund that provides broad exposure to the Style Box - Small Cap Value category of the market.
Neutral
Zacks Investment Research
2 months ago
Should WisdomTree U.S. SmallCap ETF (EES) Be on Your Investing Radar?
Launched on 02/23/2007, the WisdomTree U.S. SmallCap ETF (EES) is a passively managed exchange traded fund designed to provide a broad exposure to the Small Cap Value segment of the US equity market.
Positive
Seeking Alpha
2 months ago
EES: Cheap Value Is This Small-Cap Earnings-Weighted Fund's Main Attraction
EES is comprised of about 900 U.S. small-cap securities with market caps averaging $1.7 billion. Its expense ratio is 0.38% and the ETF has $684 million in assets under management. Despite the earnings focus, EES's quality features are no better than market-cap-weighted ETFs like IJR. However, shareholders enjoy a low 12.30x forward P/E. EES's sales and earnings growth rates are also competitive with IJR and vastly outweigh IJS, a small-cap value peer. I expect EES to outperform both moving forward.
Neutral
Zacks Investment Research
4 months ago
Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree U.S. SmallCap ETF (EES) debuted on 02/23/2007, and offers broad exposure to the Style Box - Small Cap Value category of the market.
Positive
Seeking Alpha
4 months ago
Tech IPOs Poised For Return To Pre-Pandemic Normalcy In 2025
The new year is poised for a resurgence in tech IPOs, as lower interest rates and an investor shift to small- and mid-cap companies combine to create a more welcoming market for debuts. The current environment presents the most favorable conditions for the recovery of IPOs in the past three years. The S&P 400 Midcap Index and the S&P 600 Index have outperformed the S&P 500 Index since the US election Nov. 5.
Neutral
Zacks Investment Research
4 months ago
Should WisdomTree U.S. SmallCap ETF (EES) Be on Your Investing Radar?
Looking for broad exposure to the Small Cap Value segment of the US equity market? You should consider the WisdomTree U.S. SmallCap ETF (EES), a passively managed exchange traded fund launched on 02/23/2007.
Neutral
Zacks Investment Research
6 months ago
Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now?
The WisdomTree U.S. SmallCap ETF (EES) was launched on 02/23/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Small Cap Value category of the market.
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