WisdomTree SmallCap Earnings Fund (EES): ETF Ad

Find WisdomTree SmallCap Earnings Fund (EES) review. This exchange traded fund (ETF) invests in small cap companies in U.S.

WisdomTree ETF

WisdomTree SmallCap Earnings Fund - EES ETFWisdomTree has provided variety of alternative exchange traded funds for investors. Some ETFs provides high dividend yield, and others may provide certain sectors for investing. You can find other ETFs from my previous posts. The latest ETF being introduced by WisdomTree is WisdomTree SmallCap Earnings Fund (EES). You can find an Investment ad with title as “U.S. Small Cap Exposure with historically higher returns.”

You would ask “Should I invest in this fund or not?” This is very typical first question for long term investor including retiree. Investing long term for your brokerage account or retirement account or 401(k) account needs deep review and analysis. Find the fund review below as well.

The following are the investment ad details:
U.S. Small Cap Exposure
with historically higher returns 
Now that’s smart beta 
At WisdomTree, we believe that if you want different results, you need to do things differently. For EES we start with only profitable companies and then rebalance annually to remove those that became unprofitable. Now that’s smart beta. 
Average Annual Returns as of 9/20/2013
WisdomTree SmallCap Earnings Fund Performance

Average Annual Returns of the WisdomTree SmallCap Earnings Index: 1-Yr.: 34.06%; 3-Yr.: 19.79%; 5-Yr.: 16.30%; Since Inception: 7.93%.
Performance is historical and does not guarantee future results; current performance may be lower or higher than quoted. Investment returns/ principal value of an investment will fluctuate; an investor shares, when redeemed, may be worth more or less than their original cost. Performance data for the most recent month-end is available at wisdomtree.com 
Learn More at Wisdomtre.com/EES 

Wisdom Tree Fund Review

Wisdom Tree FundThis EES fund was incepted on February 23, 2007. It seeks investment results that correspond to the price and yield performance, before fees and expenses, of the WisdomTree SmallCap Earnings Index. It also has total net assets of $390.07 million. The fund’s annual expense ratio is 0.38%. It shares 0.82% dividend yield with its investors.

Morningstar analysts rank this small cap fund with 5-stars rating for its performance. The YTD return is -7.24%. The best 1-year total return was in 2009 with 48.37% and the worst was in 2008 with -31.74%.

The top 5 stocks in its holding as of February 06, 2014 are American Axle & Manufacturing (1.21%), MDC Holdings Inc (1.03%), Cooper Tire & Rubber Co (0.86%) and PDL BioPharma Inc (0.83%). The top sector breakdown is Financials (23.12%).

Investing Opinion

  • This US stock ETF has a high 5 stars rating by Morningstar.
  • This ETF also has a low cost expense ratio.
  • If you look for yield, this ETF will provide a decent yield.


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