Small Value · NYSE ARCA · USD · Data as of 2026-05-17
AUM
$689.71M
Expense ratio
0.38%
Yield
1.12%
YTD return
+12.11%
Last price
$62.19
Broad Equity · Coverage 75% · low
Today
44.8
Outlook
53.0
Block A (composite-derived)
60.6
Block C (market behavior)
38.6
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
60.6
Coverage 75% · medium
Liquidity
—
Expenses
80.0
Performance
—
Volatility
22.3
Dividend
22.8
Concentration
95.0
Smart Money
58.3
Activist
94.5
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
WisdomTree U.S. SmallCap Earnings Fund (EES) is an exchange-traded fund from WisdomTree in the Mixed asset class. Launched in 2007. Assets under management: 689,711,296.
Bullish Whales composite rating: 61 out of 100. Evidence coverage 75% across 6 of 8 axes. Strongest axes: concentration, activist exposure, expenses.
Annualized one-year realized volatility 17%, classified moderate. Weakest axes: volatility, dividend.
Top-10 weight 0%, diversified, led by VG. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, concentration_score, confidence, coverage_pct, dividend_score, expenses_score, volatility_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, fund_type, inception_date, issuer, name, ticker, volatility_1yThe WisdomTree U.S. SmallCap Fund is an exchange-traded fund designed to provide investors with exposure to small-capitalization companies in the United States. Its primary function is to offer a cost-effective way to participate in the growth potential of U.S. small-cap stocks, which are often seen as dynamic players with the capacity for expansion and innovation. The fund tracks an index that weights constituents based on qualitative measures such as earnings, setting it apart from traditional market capitalization-weighted indices. This distinctive weighting approach aims to enhance the performance potential while potentially reducing volatility. The fund encompasses a broad range of sectors, reflecting the diverse U.S. economic landscape, including industries like technology, healthcare, consumer discretionary, and industrials. By focusing on small-cap companies, it plays a significant role in the financial market by enabling investors to diversify their portfolios beyond large-cap blue-chip stocks. This fund is a vital tool for investors seeking to tap into the growth potential of burgeoning companies that might not yet be on the radar of larger institutional investors. Its unique composition and focus make it a key player in the landscape of small-cap investment opportunities.
Net AUM change history is not yet available for this ETF. Fund-flow time series is a Phase B deliverable.
Current AUM: $689,711,296. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for EES are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.