WisdomTree U.S. SmallCap Earnings Fund [EES] Stock Forecast

The WisdomTree U.S. SmallCap Fund invests based on its internal index: WisdomTree U.S. SmallCap Index, with an earnings bent. The iShares S&P Small-Cap 600 Value ETF invests based on the popular S&P SmallCap 600 Value Index.

If you're interested in broad exposure to the Small Cap Value segment of the US equity market, look no further than the WisdomTree U.S. SmallCap ETF (EES), a passively managed exchange traded fund launched on 02/23/2007.

Making its debut on 02/23/2007, smart beta exchange traded fund WisdomTree U.S. SmallCap ETF (EES) provides investors broad exposure to the Style Box - Small Cap Value category of the market.

Style Box ETF report for EES

Smart Beta ETF report for EES

The small-cap Russell 2000 Index is beating the S&P 500 by 250 basis points year-to-date, and that could be the start of something more substantial, as plenty of market observers believe that multiple factors are in place for 2023 small-cap upside.

Style Box ETF report for EES

Smart Beta ETF report for EES

Style Box ETF report for EES

Though recessionary fears are top of mind, we believe those with a contrarian view or the confidence to remain invested amid the volatility can still benefit from small-cap allocations. U.S. small caps are notoriously a junky market, with a preponderance of unprofitable companies that have historically ranged around 20% for the Russell 2000.