NEW YORK, March 31, 2017 (GLOBE NEWSWIRE) -- WisdomTree (NASDAQ:WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager, today announced the ten-year anniversary of the WisdomTree domestic earnings family of ETFs. The WisdomTree MidCap Earnings Fund (EZM), WisdomTree SmallCap Earnings Fund (EES), WisdomTree Total Earnings Fund (EXT), and WisdomTree Earnings 500 Fund (EPS) have outperformed the vast majority of peers in their respective Morningstar categories over the past decade.
Ten years ago, WisdomTree set out to give investors an alternative to market cap-weighted indexes. This resulted in the creation of a series of smart beta1 strategies that included WisdomTree’s domestic earnings family. These earnings-weighted funds have found success in generating returns that have beaten active and passive competition for a decade. At the heart of their success is WisdomTree’s proprietary earnings-weighted index methodology which taps into value and quality factors, and within the mid and small capitalization asset classes, the size factor, all of which have been associated with excess returns compared to the broader market over time.
| Percent of WisdomTree Earnings ETFs Peer Groups Beaten in Respective Morningstar Categories* | |||||||
| Ticker | Fund Name | Fund Inception Date | Morningstar Category | 1-Year | 3-Year | 5-Year | 10-Year |
| EZM | WisdomTree MidCap Earnings Fund | 2/23/2007 | Mid-Cap Blend | 62 | 60 | 77 | 99 |
| EES | WisdomTree SmallCap Earnings Fund | 2/23/2007 | Small Blend | 93 | 66 | 71 | 88 |
| EXT | WisdomTree Total Earnings Fund | 2/23/2007 | Large Blend | 90 | 83 | 72 | 87 |
| EPS | WisdomTree Earnings 500 Fund | 2/23/2007 | Large Blend | 89 | 93 | 73 | 80 |
| *As of 2/28/2017; Morningstar performance data is based on the closest month-end from an intra-month inception date. Past performance is not indicative of future results. | |||||||
Above-Average Results: A Decade of Outperformance
“WisdomTree is one of the few smart beta providers with a proven performance record over the past decade. Ten years of real-time results are a significant milestone for our earnings-weighted ETFs and a testament to the strength of this strategy across a mix of market conditions. By weighting profitable companies based on the earnings they generate, WisdomTree has created broad exposures to major U.S. equity classes, while helping investors generate low-fee alpha2 in the core of their allocations,” said Luciano Siracusano, WisdomTree Chief Investment Strategist.
Since their respective inceptions in February 2007 through February 2017, EZM outperformed 99% of the funds in its peer group; EES outperformed 88%; EXT outperformed 87%; and EPS outperformed 80%.
© 2017 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance, rankings and ratings are no guarantee of future results. The % of Peer Group Beaten is the funds’ total-return percentile rank compared to all funds within the same Morningstar Category and is subject to change each month. Regarding ranking of funds, 1 = Best.
For the 1-year period, EZM ranked 170 out of 441 funds, EES ranked 57 out of 757 funds, EXT ranked 147 and EPS ranked 159 out of 1,422 funds. For the 3-year period, EZM ranked 152 out of 381 funds, EES ranked 212 out of 628 funds, EXT ranked 221 and EPS ranked 87 out of 1,263 funds. For the 5-year period, EZM ranked 80 out of 345 funds, EES ranked 159 out of 537 funds, EXT ranked 317 and EPS ranked 303 out of 1,120 funds. For the 10-year period, EZM ranked 4 out of 222 funds, EES ranked 44 out of 372 funds, EXT ranked 107 and EPS ranked 171 out of 832 funds. Since inception, EZM ranked 4 out of 222 funds, EES ranked 44 out of 372 funds, EXT ranked 107 and EPS ranked 171 out of 832 funds. As of 2/28/2017.
To view or download a copy of the Funds’ most recent performance visit: WisdomTree ETFs Monthly Performance Report
1Smart beta: A term for rules-based investment strategies that don’t use conventional market-cap weightings.
2Alpha: The measure of risk-adjusted performance that compares how the constituents move relative to a benchmark.
Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. To obtain a prospectus containing this and other important information, please call 866.909.WISE (9473) or visit wisdomtree.com. Investors should read the prospectus carefully before investing.
There are risks associated with investing, including possible loss of principal. Funds focusing their investments on certain sectors increase their vulnerability to any single economic or regulatory development. Funds focusing their investments on certain sectors and/or smaller companies increase their vulnerability to any single economic or regulatory development. This may result in greater share price volatility. Please read the Fund’s prospectus for specific details regarding the Fund’s risk profile.
WisdomTree Funds are distributed by Foreside Fund Services, LLC, in the U.S. only.
Luciano Siracusano is a registered representative of Foreside Fund Services, LLC.
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About WisdomTree
WisdomTree Investments, Inc., through its subsidiaries in the U.S., Europe, Japan and Canada (collectively, “WisdomTree”), is an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager headquartered in New York. WisdomTree offers products covering equities, fixed income, currencies, commodities and alternative strategies. WisdomTree currently has approximately $43.4 billion in assets under management globally. For more information, please visit www.wisdomtree.com or follow us on Twitter @WisdomTreeETFs.