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Upturn AI Summary
WisdomTree U.S. SmallCap Quality Growth Fund(QSML)
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 QSML
10/28/2026: QSML (2-star) has a low Upturn Star Rating. Not recommended to BUY.
WisdomTree U.S. SmallCap Quality Growth Fund (QSML) provides exposure to U.S. small-cap equities selected for high quality and growth potential. Its main strength lies in filtering out financially weak companies that often plague standard small-cap indices, though it comes with a higher expense ratio than passive counterparts. It is best suited for long-term growth investors who believe in the efficacy of fundamental quality screening. Primary risks include small-cap volatility, potential liquidity constraints, and sensitivity to interest rate fluctuations. Investors should monitor the fund’s factor performance relative to broad-market small-cap indices.
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 | Strong fit | The fund specifically targets small-cap companies with identified growth characteristics. |
| Momentum investor | Strong fit while signal remains positive | The selection strategy incorporates growth trends which often align with positive momentum signals. |
| Value investor | Mixed fit | While it seeks quality, it may not satisfy deep-value criteria due to the focus on growth and quality premiums. |
| Dividend/Income investor | Weak fit | The fund focuses on capital growth and quality metrics rather than providing significant yield. |
| Low-risk investor | Weak fit | Small-cap equities are inherently volatile and generally unsuitable for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
Investors seeking small-cap exposure with a preference for fundamental quality and active risk management.
Suitability
Best for long-term investors looking for a growth-oriented, factor-tilted addition to an equity portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Small-cap stocks are historically more volatile than large-cap counterparts. |
| Market risk | Medium / high | The fund is subject to the general fluctuations of the U.S. equity market. |
| Concentration | Medium | Focusing on quality and growth factors may lead to sector biases compared to the broader market. |
| Tracking/expense | Low | The expense ratio is transparent and reasonable for an actively selected strategy. |
| Liquidity | Medium | Smaller companies may have lower trading volumes, potentially impacting exit costs. |
| Business/sector quality | Low | The fund's strategy is explicitly designed to mitigate this risk by screening for quality. |
Risk Analysis
Volatility
QSML experiences higher volatility than large-cap indices, typical of the small-cap asset class.
Market Risk
The fund carries systemic market risk; its quality focus may not protect against broad-based equity market declines.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Small-Cap Equities | 98 | Provides focused exposure to smaller U.S. companies screened for quality and growth metrics. |
| Cash/collateral | Cash and Cash Equivalents | 2 | Represents minor liquidity held for operational efficiency. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit -0.39% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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