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Upturn AI SWOT - About
WisdomTree U.S. SmallCap Earnings Fund (EES)
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Upturn Advisory Summary
10/24/2025: EES (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.86% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 41.75 - 58.73 | Updated Date 06/29/2025 |
52 Weeks Range 41.75 - 58.73 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree U.S. SmallCap Earnings Fund
ETF Overview
Overview
The WisdomTree U.S. SmallCap Earnings Fund (EES) seeks to track the investment results of earnings-generating small-capitalization companies in the U.S. equity market. It focuses on companies with positive trailing earnings, aiming for a value-oriented approach.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a reputation for innovative index construction and thematic investment strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in index management and ETF product development.
Investment Objective
Goal
To track the investment results of earnings-generating small-capitalization companies in the U.S. equity market.
Investment Approach and Strategy
Strategy: The fund tracks an index of small-cap companies that have positive earnings, emphasizing value.
Composition Primarily holds stocks of U.S. small-capitalization companies.
Market Position
Market Share: Data not reliably available to quantify market share precisely without proprietary data access.
Total Net Assets (AUM): 56260000
Competitors
Key Competitors
- IJR
- VIOO
- SMLV
Competitive Landscape
The small-cap ETF market is highly competitive. EES differentiates itself with its focus on earnings-generating companies, which could offer a more value-oriented approach compared to broad market funds like IJR or growth-focused funds. However, this focus may limit diversification compared to broader small-cap indices.
Financial Performance
Historical Performance: Historical performance data is best sourced directly from financial data providers. [Performance data will be dynamically updated based on current market conditions].
Benchmark Comparison: Benchmark comparison requires specifying a relevant index. [Comparison data will be dynamically updated based on current market conditions].
Expense Ratio: 0.38
Liquidity
Average Trading Volume
The average trading volume for EES is moderate, implying reasonable liquidity for typical investors.
Bid-Ask Spread
The bid-ask spread is usually tight, which represents lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment towards small-cap stocks impact EES. Cyclical sectors within the small-cap universe can disproportionately affect performance.
Growth Trajectory
Growth trends depend on the performance of small-cap earnings-generating companies. Changes in sector allocations within the index could influence its future performance.
Moat and Competitive Advantages
Competitive Edge
EES differentiates itself by focusing on small-cap companies with positive earnings, potentially providing a value tilt. Its strategy aims to screen for companies with a sustainable financial foundation, potentially reducing exposure to unprofitable or speculative ventures. WisdomTree's expertise in factor-based investing further enhances its competitive edge. The fund's focus on profitability may attract investors seeking a more conservative approach to small-cap investing. The strategy aims for long-term capital appreciation with a value focus.
Risk Analysis
Volatility
Volatility will vary depending on market conditions, but small-cap stocks generally exhibit higher volatility than large-cap stocks.
Market Risk
EES is subject to market risk, particularly related to small-cap companies. The underlying assets are affected by economic cycles, industry-specific trends, and company-specific factors.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to U.S. small-cap stocks with a focus on companies with positive earnings.
Market Risk
Suitable for long-term investors seeking capital appreciation with a potentially lower risk profile than broader small-cap indices.
Summary
WisdomTree U.S. SmallCap Earnings Fund (EES) provides exposure to earnings-generating small-cap companies within the U.S. market. Its emphasis on profitability may appeal to value-oriented investors. Its moderate trading volume indicates reasonable liquidity. Investors should be aware of the inherent volatility of small-cap stocks and the potential impact of market conditions. With WisdomTree's reputation, it presents a different approach compared to standard Small Cap ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree.com
- ETF.com
- Morningstar.com
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions. Market share data is based on estimates and may not be precise. All financial data is subject to change. Data may be lagged.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. SmallCap Earnings Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, at least 95% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that is comprised of earnings-generating companies within the small-capitalization segment of the U.S. stock market. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.