Key stats
About WisdomTree U.S. SmallCap Fund
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Inception date
Feb 23, 2007
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
EES offers exposure to the US small-cap segment by selecting and weighting stocks based on positive earnings over their most recent four quarters. The idea is that weighting stocks by earnings instead of market-cap will produce better long-term performance because equity holders ultimately get paid from profits. The fund selects the bottom 25% of the market capitalization from a starting universe of earnings-generating companies in the US stock market. Stocks are weighted to reflect the aggregate earnings generated by each stock. The index is reconstituted annually. Prior to March 29, 2019, the index was called WisdomTree U.S. SmallCap Earnings Fund that tracked the WisdomTree U.S. SmallCap Earnings Index (formerly known, prior to June 30, 2017, as WisdomTree SmallCap Earnings Index).
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.