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WisdomTree U.S. SmallCap Earnings Fund (EES)

67.89 +0.87 (+1.30%)
At close: 3:39:07 PM EDT
67.89 -0.16 (-0.24%)
After hours: 4:15:00 PM EDT
Trade EES on Coinbase
Chart Range Bar
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  • Previous Close 67.02
  • Open 67.04
  • Bid 67.76 x 60000
  • Ask 68.00 x 10000
  • Day's Range 67.26 - 68.10
  • 52 Week Range 52.66 - 69.98
  • Volume 9,308
  • Avg. Volume 14,284
  • Net Assets 715.94M
  • NAV 67.83
  • PE Ratio (TTM) 15.30
  • Yield 1.14%
  • YTD Daily Total Return 19.78%
  • Beta (5Y Monthly) 1.03
  • Expense Ratio (net) 0.38%

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.

WisdomTree

Fund Family

Small Value

Fund Category

715.94M

Net Assets

2007-02-23

Inception Date

Performance Overview

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Trailing returns as of 8/31/2026. Category is Small Value.

YTD Return

EES
19.78%
Category
12.66%

1-Year Return

EES
22.57%
Category
36.31%

3-Year Return

EES
15.65%
Category
15.30%

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Holdings

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Top 10 Holdings (7.76% of Total Assets)

Symbol Company % Assets
VG 1.50%
OGN 0.84%
MATX 0.76%
RNG 0.72%
BFH 0.71%
BGC 0.67%
VIRT 0.67%
GTX 0.66%
CRGY 0.65%
LEVI 0.57%

Sector Weightings

Research Reports

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  • Solid Product Lineup Stimulates Demand at BRP, but Tariffs Pressure Bottom Line

    BRP designs, develops, manufactures, distributes, and markets snowmobiles, all-terrain vehicles, and personal watercraft under the Ski-Doo, Sea-Doo, Can-Am, and Lynx brand names. It also builds engines under the Rotax brand (after shuttering the Evinrude outboard engine business in 2020) and offers clothing, parts, and accessories that cater to its core consumers. In 2018, BRP created a marine group, which has largely been divested; Manitou was sold in the third quarter of fiscal 2026, and Telwater remains up for sale. At the end of fiscal 2026, the company sold its products through a network of more than 2,050 independent dealers and 140 distributors in around 110 countries.

    Rating
    Price Target
  • Solid Product Lineup Stimulates Demand at BRP, but Tariffs Pressure Bottom Line

    BRP designs, develops, manufactures, distributes, and markets snowmobiles, all-terrain vehicles, and personal watercraft under the Ski-Doo, Sea-Doo, Can-Am, and Lynx brand names. It also builds engines under the Rotax brand (after shuttering the Evinrude outboard engine business in 2020) and offers clothing, parts, and accessories that cater to its core consumers. In 2018, BRP created a marine group, which has largely been divested; Manitou was sold in the third quarter of fiscal 2026, and Telwater remains up for sale. At the end of fiscal 2026, the company sold its products through a network of more than 2,050 independent dealers and 140 distributors in around 110 countries.

    Rating
    Price Target
  • BRP Earnings: Updated Tariff Policy Crushes Fiscal 2027 Earnings Despite Healthy Consumer Demand

    BRP designs, develops, manufactures, distributes, and markets snowmobiles, all-terrain vehicles, and personal watercraft under the Ski-Doo, Sea-Doo, Can-Am, and Lynx brand names. It also builds engines under the Rotax brand (after shuttering the Evinrude outboard engine business in 2020) and offers clothing, parts, and accessories that cater to its core consumers. In 2018, BRP created a marine group, which has largely been divested; Manitou was sold in the third quarter of fiscal 2026, and Telwater remains up for sale. At the end of fiscal 2026, the company sold its products through a network of more than 2,050 independent dealers and 140 distributors in around 110 countries.

    Rating
    Price Target
  • Product Innovation Supports Continued Sales and Profit Growth at BRP

    BRP designs, develops, manufactures, distributes, and markets snowmobiles, all-terrain vehicles, and personal watercraft under the Ski-Doo, Sea-Doo, Can-Am, and Lynx brand names. It also builds engines under the Rotax brand (after shuttering the Evinrude outboard engine business in 2020) and offers clothing, parts, and accessories that cater to its core consumers. In 2018, BRP created a marine group, which has largely been divested; Manitou was sold in the third quarter of fiscal 2026, and Telwater remains up for sale. At the end of fiscal 2026, the company sold its products through a network of more than 2,050 independent dealers and 140 distributors in around 110 countries.

    Rating
    Price Target

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