Latest news with #Wisdomtree
Bloomberg
12 hours ago
- Business
- Bloomberg
Iran Vows Retaliation for US Strikes, Trump Threatens More Attacks
Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins. On today's show, Iran said it reserves all options to respond to US strikes on its nuclear sites. Donald Trump threatened greater attacks unless Tehran makes peace. In markets, oil advanced and a Bloomberg gauge of the greenback climbed as traders awaited the Iranian government response. Today's Guests: Jamil Jaffer, former White House counsel to President George W. Bush Ehud Olmert, former Israeli Prime Minister Aneeka Gupta, director of macroeconomic research at Wisdomtree (Source: Bloomberg)
Yahoo
4 days ago
- Business
- Yahoo
Should WisdomTree U.S. MidCap Dividend ETF (DON) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Value segment of the US equity market? You should consider the WisdomTree U.S. MidCap Dividend ETF (DON), a passively managed exchange traded fund launched on 06/16/2006. The fund is sponsored by Wisdomtree. It has amassed assets over $3.61 billion, making it one of the larger ETFs attempting to match the Mid Cap Value segment of the US equity market. Mid cap companies have market capitalization between $2 billion and $10 billion. They usually have higher growth prospects than large cap companies and are less volatile than small cap companies. These types of companies, then, have a good balance of stability and growth potential. While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. They are however likely to underperform growth stocks in strong bull markets. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 2.46%. ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 23.90% of the portfolio. Industrials and Consumer Discretionary round out the top three. Looking at individual holdings, Westar Energy Inc (WR) accounts for about 1.54% of total assets, followed by Cna Financial Corp (CNA) and Gaming & Leisure Porperties Inc (GLPI). The top 10 holdings account for about 10.74% of total assets under management. DON seeks to match the performance of the WisdomTree U.S. MidCap Dividend Index before fees and expenses. The WisdomTree U.S. MidCap Dividend Index is a fundamentally weighted index that measures the performance of the mid-capitalization segment of the US dividend-paying market. The ETF has lost about -2.68% so far this year and was up about 7.46% in the last one year (as of 06/19/2025). In the past 52-week period, it has traded between $43.28 and $55.55. The ETF has a beta of 0.93 and standard deviation of 18.19% for the trailing three-year period, making it a medium risk choice in the space. With about 332 holdings, it effectively diversifies company-specific risk. WisdomTree U.S. MidCap Dividend ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, DON is a good option for those seeking exposure to the Style Box - Mid Cap Value area of the market. Investors might also want to consider some other ETF options in the space. The iShares Russell Mid-Cap Value ETF (IWS) and the Vanguard Mid-Cap Value ETF (VOE) track a similar index. While iShares Russell Mid-Cap Value ETF has $12.99 billion in assets, Vanguard Mid-Cap Value ETF has $17.57 billion. IWS has an expense ratio of 0.23% and VOE charges 0.07%. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree U.S. MidCap Dividend ETF (DON): ETF Research Reports CNA Financial Corporation (CNA) : Free Stock Analysis Report Gaming and Leisure Properties, Inc. (GLPI) : Free Stock Analysis Report Vanguard Mid-Cap Value ETF (VOE): ETF Research Reports iShares Russell Mid-Cap Value ETF (IWS): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
6 days ago
- Business
- Yahoo
Is WisdomTree U.S. SmallCap ETF (EES) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree U.S. SmallCap ETF (EES) debuted on 02/23/2007, and offers broad exposure to the Style Box - Small Cap Value category of the market. Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy. Market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns, and are a good option for investors who believe in market efficiency. But, there are some investors who would rather invest in smart beta funds; these funds track non-cap weighted strategies, and are a strong option for those who prefer choosing great stocks in order to beat the market. By attempting to pick stocks that have a better chance of risk-return performance, non-cap weighted indexes are based on certain fundamental characteristics, or a combination of such. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results. The fund is managed by Wisdomtree. EES has been able to amass assets over $578.77 million, making it one of the average sized ETFs in the Style Box - Small Cap Value. Before fees and expenses, this particular fund seeks to match the performance of the WisdomTree U.S. SmallCap Earnings Index. The WisdomTree U.S. SmallCap Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the small-capitalization segment of the U.S. Stock Market. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive cousins if all other fundamentals are the same. With on par with most peer products in the space, this ETF has annual operating expenses of 0.38%. It's 12-month trailing dividend yield comes in at 1.47%. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Financials sector - about 27.90% of the portfolio. Industrials and Consumer Discretionary round out the top three. Looking at individual holdings, Brighthouse Financial Inc (BHF) accounts for about 1.02% of total assets, followed by Valaris Ltd (G9460G101) and Bgc Group Inc-A (BGC). The top 10 holdings account for about 6.48% of total assets under management. The ETF has lost about -6.70% so far this year and was up about 9.63% in the last one year (as of 06/17/2025). In the past 52-week period, it has traded between $42.54 and $58.78. The ETF has a beta of 1.09 and standard deviation of 22.16% for the trailing three-year period, making it a medium risk choice in the space. With about 911 holdings, it effectively diversifies company-specific risk. WisdomTree U.S. SmallCap ETF is an excellent option for investors seeking to outperform the Style Box - Small Cap Value segment of the market. There are other ETFs in the space which investors could consider as well. IShares Russell 2000 Value ETF (IWN) tracks Russell 2000 Value Index and the Vanguard Small-Cap Value ETF (VBR) tracks CRSP U.S. Small Cap Value Index. IShares Russell 2000 Value ETF has $10.84 billion in assets, Vanguard Small-Cap Value ETF has $28.92 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - Small Cap Value. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree U.S. SmallCap ETF (EES): ETF Research Reports BGC Group, Inc. (BGC) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Brighthouse Financial, Inc. (BHF) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
13-06-2025
- Business
- Yahoo
Should WisdomTree U.S. SmallCap ETF (EES) Be on Your Investing Radar?
The WisdomTree U.S. SmallCap ETF (EES) was launched on 02/23/2007, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Value segment of the US equity market. The fund is sponsored by Wisdomtree. It has amassed assets over $583.97 million, making it one of the average sized ETFs attempting to match the Small Cap Value segment of the US equity market. There's a lot of potential to investing in small cap companies, but with market capitalization below $2 billion, that high potential comes with even higher risk. While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. They are however likely to underperform growth stocks in strong bull markets. Since cheaper funds tend to produce better results than more expensive funds, assuming all other factors remain equal, it is important for investors to pay attention to an ETF's expense ratio. Annual operating expenses for this ETF are 0.38%, putting it on par with most peer products in the space. It has a 12-month trailing dividend yield of 1.44%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation to the Financials sector--about 27.90% of the portfolio. Industrials and Consumer Discretionary round out the top three. Looking at individual holdings, Brighthouse Financial Inc (BHF) accounts for about 1.02% of total assets, followed by Valaris Ltd (G9460G101) and Bgc Group Inc-A (BGC). The top 10 holdings account for about 6.48% of total assets under management. EES seeks to match the performance of the WisdomTree U.S. SmallCap Earnings Index before fees and expenses. The WisdomTree U.S. SmallCap Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the small-capitalization segment of the U.S. Stock Market. The ETF has lost about -6.14% so far this year and is up roughly 7.05% in the last one year (as of 06/13/2025). In the past 52-week period, it has traded between $42.54 and $58.78. The ETF has a beta of 1.09 and standard deviation of 22.41% for the trailing three-year period, making it a medium risk choice in the space. With about 911 holdings, it effectively diversifies company-specific risk. WisdomTree U.S. SmallCap ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, EES is an excellent option for investors seeking exposure to the Style Box - Small Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well. The iShares Russell 2000 Value ETF (IWN) and the Vanguard Small-Cap Value ETF (VBR) track a similar index. While iShares Russell 2000 Value ETF has $11.05 billion in assets, Vanguard Small-Cap Value ETF has $29.07 billion. IWN has an expense ratio of 0.24% and VBR charges 0.07%. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree U.S. SmallCap ETF (EES): ETF Research Reports BGC Group, Inc. (BGC) : Free Stock Analysis Report Vanguard Small-Cap Value ETF (VBR): ETF Research Reports iShares Russell 2000 Value ETF (IWN): ETF Research Reports Brighthouse Financial, Inc. (BHF) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12-06-2025
- Business
- Yahoo
Is WisdomTree Cloud Computing ETF (WCLD) a Strong ETF Right Now?
The WisdomTree Cloud Computing ETF (WCLD) made its debut on 09/06/2019, and is a smart beta exchange traded fund that provides broad exposure to the Technology ETFs category of the market. For a long time now, the ETF industry has been flooded with products based on market capitalization weighted indexes, which are designed to represent the broader market or a particular market segment. Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenient and transparent way of replicating market returns. However, some investors believe in the possibility of beating the market through exceptional stock selection, and choose a different type of fund that tracks non-cap weighted strategies: smart beta. Based on specific fundamental characteristics, or a combination of such, these indexes attempt to pick stocks that have a better chance of risk-return performance. Even though this space provides many choices to investors--think one of the simplest methodologies like equal-weighting and more complicated ones like fundamental and volatility/momentum based weighting--not all have been able to deliver first-rate results. Because the fund has amassed over $389.61 million, this makes it one of the average sized ETFs in the Technology ETFs. WCLD is managed by Wisdomtree. Before fees and expenses, WCLD seeks to match the performance of the BVP NASDAQ EMERGING CLOUD INDEX . The BVP Nasdaq Emerging Cloud Index is an equally weighted Index, designed to measure the performance of emerging public companies focused on delivering cloud-based software to customers. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive cousins if all other fundamentals are the same. With on par with most peer products in the space, this ETF has annual operating expenses of 0.45%. It's 12-month trailing dividend yield comes in at 0%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Information Technology sector - about 86.70% of the portfolio. Financials and Industrials round out the top three. When you look at individual holdings, Okta Inc (OKTA) accounts for about 2.11% of the fund's total assets, followed by Zscaler Inc (ZS) and Dropbox Inc-Class A (DBX). WCLD's top 10 holdings account for about 18.34% of its total assets under management. The ETF has lost about -4.45% so far this year and is up roughly 16.81% in the last one year (as of 06/12/2025). In the past 52-week period, it has traded between $28.33 and $41.58. WCLD has a beta of 1.20 and standard deviation of 34.76% for the trailing three-year period. With about 69 holdings, it effectively diversifies company-specific risk. WisdomTree Cloud Computing ETF is an excellent option for investors seeking to outperform the Technology ETFs segment of the market. There are other ETFs in the space which investors could consider as well. Global X Cloud Computing ETF (CLOU) tracks INDXX GLOBAL CLOUD COMPUTING INDEX and the First Trust Cloud Computing ETF (SKYY) tracks ISE Cloud Computing Index. Global X Cloud Computing ETF has $338.04 million in assets, First Trust Cloud Computing ETF has $3.45 billion. CLOU has an expense ratio of 0.68% and SKYY charges 0.60%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Technology ETFs. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree Cloud Computing ETF (WCLD): ETF Research Reports First Trust Cloud Computing ETF (SKYY): ETF Research Reports Okta, Inc. (OKTA) : Free Stock Analysis Report Dropbox, Inc. (DBX) : Free Stock Analysis Report Zscaler, Inc. (ZS) : Free Stock Analysis Report Global X Cloud Computing ETF (CLOU): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
