EES
WisdomTree U.S. SmallCap Fund
📎 Investment Objective
The WisdomTree U.S. SmallCap Fund (EES) seeks to track the performance of small-capitalization U.S. companies.
Overview
ETF tracking WisdomTree U.S. SmallCap Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The WisdomTree U.S. SmallCap Fund (EES) seeks to track the performance of small-capitalization U.S. companies.
🎯 Investment Strategy
The fund invests in a broad range of small-cap U.S. stocks, seeking to replicate the performance of the WisdomTree U.S. SmallCap Index. The index is weighted by earnings, which aims to provide exposure to small companies with strong profitability.
✨ Key Features
- Focuses on small-cap U.S. equities, which can provide exposure to high-growth potential companies
- Uses an earnings-weighted index methodology, which may favor profitable small-cap firms
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Small-cap stocks may be more volatile and less liquid than large-cap stocks
- Earnings-weighted index methodology may underperform market-cap weighted indexes in certain market environments
- Lack of long-term performance history makes it difficult to evaluate the fund's track record
- Low assets under management could impact trading liquidity and increase costs
👤 Best For
The WisdomTree U.S. SmallCap Fund may be suitable for investors seeking exposure to the small-cap segment of the U.S. equity market as part of a diversified portfolio. However, due to the fund's limited history, it may be more appropriate for investors with a higher risk tolerance and a longer investment horizon.