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Upturn AI Summary
WisdomTree U.S. SmallCap Earnings Fund(EES)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EES
11/06/2026: EES (1-star) is currently NOT-A-BUY. Pass it for now.
The WisdomTree U.S. SmallCap Earnings Fund (EES) provides targeted exposure to profitable U.S. small-cap companies using an earnings-weighted methodology. By excluding loss-making firms, it offers a quality-tilted alternative to standard market-cap-weighted indices. It is an efficient tool for investors seeking small-cap exposure with a focus on fundamental strength rather than speculative potential. While it offers unique diversification and quality, investors should be aware of the inherent volatility of small-cap stocks and the risks associated with economic sensitivity. It is best suited for long-term investors who prefer a factor-based approach to small-cap investing.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The fund's focus on earnings makes it more of a value-tilted growth play rather than a pure aggressive growth vehicle. |
| Momentum investor | Mixed fit | The fund may offer momentum upside during periods where profitable small-caps outperform, provided the broader market signal is positive. |
| Value investor | Strong fit | The earnings-weighting approach naturally favors companies with solid fundamental value over speculative hype. |
| Dividend/Income investor | Mixed fit | While the fund prioritizes profitable companies, it is primarily focused on capital appreciation rather than high dividend yields. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile, making this fund unsuitable for those seeking low-risk portfolio components. |
Investor Profile
Ideal Investor Profile
Investors seeking long-term growth with a preference for fundamental quality and profitability over pure speculative growth.
Suitability
Best suited for long-term investors looking to tilt their small-cap allocation toward more fundamentally sound companies.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks are historically more volatile than large-cap benchmarks. |
| Market risk | Medium / high | The fund is susceptible to broader U.S. economic downturns and fluctuations in small-cap sentiment. |
| Concentration | Medium | Earnings-weighting can lead to sector biases that differ significantly from standard market-cap indices. |
| Tracking/expense | Low | The fund has a competitive expense ratio and generally tracks its index effectively. |
| Liquidity | Medium | Smaller companies can experience wider spreads during periods of extreme market stress. |
| Business/sector quality | Low | The profitability screen helps mitigate risks associated with weak business models. |
Risk Analysis
Volatility
EES exhibits high historical volatility, consistent with small-cap equity assets.
Market Risk
The primary risk is systemic exposure to the U.S. economy, specifically the segment of smaller companies that rely on growth and capital access.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Small-Cap U.S. Equities | 98.5 | The fund focuses on smaller, profitable U.S. companies that meet specific earnings criteria. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | A small portion of the portfolio is held in cash to manage daily liquidity and fund operations. |
Analysis of Past Performance
Type ETF | Historic Profit 16.36% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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