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EESWisdomTree U.S. SmallCap Earnings Fund

Grow my money#685 of 2944 for Grow my money

Seeks to track the price and yield performance of the WisdomTree U.S. SmallCap Index.

WisdomTree · Since 2007 (19 years)

Annual Cost

0.38%

#1680 out of 5,332 ETFs

Fund Size

$633M

#1274 out of 5,332 ETFs

Dividend Yield

1.23%

Track Record

19 years

#465 out of 5,332 ETFs

Performance

1 Year

+39.1%

3 Years

+17.6%

5 Years

+7.3%

What's inside

Asset class
Strategy
index tracking
Cap
small

Asset allocation

Stocks
100.0%

Sector breakdown

Financial Services
21.5%
Consumer Cyclical
14.1%
Technology
13.6%
Industrials
12.8%
Healthcare
10.6%
Energy
7.2%
Consumer Defensive
5.5%
Basic Materials
4.9%
Other
9.8%

Top holdings

Venture Global Inc Ordinary Shares - Class AVG1.2%
Crescent Energy Co Class ACRGY0.7%
Matson IncMATX0.7%
The Western Union CoWU0.6%
BGC Group Inc Ordinary Shares Class ABGC0.6%
Northern Oil & Gas IncNOG0.6%
Levi Strauss & Co Class ALEVI0.6%
RingCentral Inc Class ARNG0.5%
DXC Technology Co Registered Shs When IssuedDXC0.5%
Academy Sports and Outdoors Inc Ordinary SharesASO0.5%

Risk profile

Volatility (1Y)

18.2%

Moderate

Max drawdown

-50.5%

Worst peak-to-trough loss

Sharpe (3Y)

0.71

Decent risk-adjusted returns

Sortino (3Y)

1.08

Good downside protection

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Data updated on 2026-05-05