WisdomTree U.S. SmallCap Fund EES | AMEX
Company Overview:
10 Year EES Performance Metrics:
EES Dividend Payments & Yield
EES Dividends Info:
Projected Future Returns & Dividends for EES
Based on past 10-year performance, here are EES growth metrics:
Share price CAGR of +8.19%
Dividend CAGR of +7.81%
Using EES CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| EES (DRIP) | EES - No DRIP | |
|---|---|---|
| Current Price | $66.14 | $66.14 |
| Start Shares | 151.19 | 151.19 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 170.79 | 151.19 |
| Dividends Payment | $0.43 | $0.43 |
| Annual Dividends | $297 | $263 |
| Yield on cost | 2.97% | 2.63% |
| Share Price | $145.33 | $145.33 |
| Total Dividends | $1,905 | $1,780 |
| Final Value | $24,821 | $23,754 |
NOTE: Above numbers are our estimate based on EES's Dividend and Price CAGR over past 10 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
Company Info
WisdomTree U.S. SmallCap Fund (EES) had its IPO on 2007-02-23, and is traded on AMEX stock exchange.
Under typical market circumstances, this fund dedicates a minimum of 95% of its overall assets—excluding any collateral obtained from securities lending activities—to either the direct holdings of its benchmark index or to other investments that demonstrate nearly identical economic traits. The underlying index itself employs a fundamental weighting approach, concentrating on profitable, small-capitalization U.S. businesses within the equity market. Additionally, the fund operates as a non-diversified investment vehicle.
EES website: https://www.wisdomtree.com/investments/etfs/equity/EES
DCF model unavailable for EES — no fundamentals on file (ETFs and funds are not modelable).
