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US small-cap stocks face an uncertain trajectory for the second half of the year as benchmark indexes sag and trail their larger peers.
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Style Box ETF report for DES
SeekingAlpha
Yesterday, AI stocks soared, the Fed hedged, and the market took a well-earned breather after laughing off last weekendâs $100 oil prophecy. Nvidia hit a new high. Read more here...
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Small-cap stocksâ tendency to outperform during recessions and early-stage expansions may be related to interest rate sensitivity. Click to read.
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Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
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WisdomTreeâs US equity mandates, with their higher-than-benchmark profit margins, may offer investors a buffer in a PoV 2.0 world, where defending margins while regaining volume is key.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CYCN | -0.33% | $9.95M | +33.33% | 0.00% |
| ED | 0.37% | $36.31B | +13.27% | 3.35% |
| MKTX | -0.45% | $8.37B | +15.12% | 1.35% |
| PHYS.U | 0.67% | - | - | 0.00% |
| ZCMD | -0.95% | $29.29M | -6.45% | 0.00% |
| MSIF | 1.23% | $756.27M | +33.83% | 7.70% |
| DG | 1.71% | $25.37B | -10.94% | 2.05% |
| ASPS | 1.73% | $99.18M | -12.89% | 0.00% |
| DRD | 2.10% | $1.15B | +55.76% | 2.05% |
| VHC | 2.14% | $48.79M | +87.46% | 0.00% |
| GFI | -2.27% | $21.24B | +58.84% | 2.32% |
| IMDX | 2.36% | $86.94M | +2.70% | 0.00% |
| DOGZ | 2.47% | $162.32M | -27.35% | 0.00% |
| VSA | -2.59% | $8.76M | -18.25% | 0.00% |
| BTCT | 3.06% | $22.63M | +43.33% | 0.00% |
| CNC | 3.20% | $28.19B | -14.41% | 0.00% |
| HUSA | -3.40% | $21.26M | -8.69% | 0.00% |
| SYPR | 3.70% | $46.42M | +9.19% | 0.00% |
| NEUE | 3.74% | $61.16M | +29.25% | 0.00% |
| MNOV | 3.74% | $62.29M | -9.29% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| FMHI | 0.03% | $753.22M | 0.7% | |
| BILZ | -0.04% | $827.73M | 0.14% | |
| IBMN | 0.10% | $446.95M | 0.18% | |
| JMST | 0.21% | $4.06B | 0.18% | |
| IBMP | -0.35% | $553.36M | 0.18% | |
| GVI | -0.39% | $3.41B | 0.2% | |
| SMMU | 0.42% | $889.48M | 0.35% | |
| SMB | -0.43% | $274.79M | 0.07% | |
| LGOV | -0.49% | $681.75M | 0.67% | |
| IBND | -0.51% | $383.43M | 0.5% | |
| FLMI | -0.55% | $723.28M | 0.3% | |
| MLN | 0.63% | $540.39M | 0.24% | |
| SHM | 0.63% | $3.41B | 0.2% | |
| TDTT | 0.72% | $2.63B | 0.18% | |
| AGZD | 0.73% | $102.60M | 0.23% | |
| STXT | -0.75% | $128.98M | 0.49% | |
| IBTP | -0.88% | $143.32M | 0.07% | |
| STIP | 0.94% | $12.70B | 0.03% | |
| GOVT | 1.07% | $27.46B | 0.05% | |
| DFNM | 1.18% | $1.57B | 0.17% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| IWN | 98.09% | $10.93B | 0.24% | |
| EES | 97.96% | $584.75M | 0.38% | |
| SLYV | 97.93% | $3.65B | 0.15% | |
| IJS | 97.92% | $6.08B | 0.18% | |
| VIOV | 97.83% | $1.27B | 0.1% | |
| TPSC | 97.83% | $205.43M | 0.52% | |
| XSVM | 97.76% | $567.09M | 0.37% | |
| DFAT | 97.47% | $10.67B | 0.28% | |
| BSVO | 97.33% | $1.47B | 0.47% | |
| DFSV | 97.25% | $4.69B | 0.3% | |
| AVUV | 97.21% | $16.10B | 0.25% | |
| SPSM | 97.10% | $11.31B | 0.03% | |
| IJR | 97.07% | $79.19B | 0.06% | |
| VIOO | 97.02% | $2.87B | 0.1% | |
| SMDV | 96.74% | $652.62M | 0.4% | |
| FNDA | 96.58% | $8.31B | 0.25% | |
| FYX | 96.43% | $820.40M | 0.6% | |
| VBR | 96.11% | $29.53B | 0.07% | |
| SDVY | 96.05% | $8.17B | 0.59% | |
| DFAS | 96.00% | $10.21B | 0.27% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -16.99% | $24.29B | +35.36% | 1.09% |
| K | -11.32% | $27.71B | +40.85% | 2.85% |
| DFDV | -8.08% | $309.70M | +2,106.40% | 0.00% |
| CME | -7.50% | $99.25B | +39.75% | 3.87% |
| LITB | -6.85% | $22.07M | -77.41% | 0.00% |
| STG | -5.46% | $30.47M | -21.87% | 0.00% |
| VSTA | -4.27% | $341.66M | +42.00% | 0.00% |
| HUSA | -3.40% | $21.26M | -8.69% | 0.00% |
| VSA | -2.59% | $8.76M | -18.25% | 0.00% |
| GFI | -2.27% | $21.24B | +58.84% | 2.32% |
| ZCMD | -0.95% | $29.29M | -6.45% | 0.00% |
| MKTX | -0.45% | $8.37B | +15.12% | 1.35% |
| CYCN | -0.33% | $9.95M | +33.33% | 0.00% |
| ED | 0.37% | $36.31B | +13.27% | 3.35% |
| PHYS.U | 0.67% | - | - | 0.00% |
| MSIF | 1.23% | $756.27M | +33.83% | 7.70% |
| DG | 1.71% | $25.37B | -10.94% | 2.05% |
| ASPS | 1.73% | $99.18M | -12.89% | 0.00% |
| DRD | 2.10% | $1.15B | +55.76% | 2.05% |
| VHC | 2.14% | $48.79M | +87.46% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| VIXY | -68.29% | $165.58M | 0.85% | |
| TAIL | -67.46% | $99.49M | 0.59% | |
| BTAL | -57.16% | $295.67M | 1.43% | |
| IVOL | -37.16% | $348.25M | 1.02% | |
| XONE | -27.26% | $585.85M | 0.03% | |
| FTSD | -24.81% | $231.68M | 0.25% | |
| FXY | -24.70% | $820.31M | 0.4% | |
| SPTS | -23.52% | $5.77B | 0.03% | |
| SCHO | -22.69% | $11.46B | 0.03% | |
| VGSH | -21.06% | $22.77B | 0.03% | |
| UTWO | -20.62% | $379.27M | 0.15% | |
| BILS | -19.39% | $3.83B | 0.1356% | |
| IBTH | -18.63% | $1.60B | 0.07% | |
| XHLF | -18.02% | $1.73B | 0.03% | |
| IBTG | -17.06% | $1.92B | 0.07% | |
| IBTI | -16.46% | $1.06B | 0.07% | |
| CLIP | -15.36% | $1.51B | 0.07% | |
| BSMW | -14.14% | $107.29M | 0.18% | |
| ULST | -13.37% | $658.54M | 0.2% | |
| UDN | -12.49% | $147.49M | 0.78% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| UBSI | 88.83% | $5.34B | +15.53% | 3.93% |
| SSB | 87.91% | $9.67B | +23.46% | 2.26% |
| AUB | 87.42% | $4.65B | -2.01% | 4.09% |
| HWC | 87.28% | $5.08B | +24.92% | 2.86% |
| UCB | 87.10% | $3.75B | +21.21% | 3.12% |
| WTFC | 87.04% | $8.55B | +27.62% | 1.48% |
| FBK | 86.95% | $2.14B | +19.31% | 1.55% |
| SNV | 86.91% | $7.48B | +31.36% | 2.86% |
| ASB | 86.76% | $4.16B | +20.22% | 3.63% |
| FNB | 86.76% | $5.42B | +9.05% | 3.19% |
| PNFP | 86.68% | $8.86B | +42.42% | 0.80% |
| ONB | 86.60% | $8.20B | +28.32% | 2.53% |
| RF | 86.55% | $21.73B | +20.31% | 4.13% |
| ABCB | 86.55% | $4.57B | +31.02% | 1.12% |
| BHLB | 86.52% | $1.21B | +13.21% | 2.76% |
| BRKL | 86.49% | $973.91M | +26.21% | 4.94% |
| SBCF | 86.40% | $2.46B | +20.63% | 2.51% |
| PFS | 86.31% | $2.24B | +24.42% | 5.28% |
| IBOC | 86.29% | $4.30B | +18.63% | 1.97% |
| HOPE | 86.25% | $1.43B | +4.11% | 5.01% |
DES - WisdomTree U.S. SmallCap Dividend Fund contains 577 holdings. The top holdings include EPR, SBRA, SR, NWE, AVA
Name | Weight |
|---|---|
1.28% | |
1.25% | |
1.16% | |
0.94% | |
 AVAAvista Corp. | 0.90% |
0.88% | |
0.86% | |
0.83% | |
0.80% | |
0.77% | |
0.76% | |
0.70% | |
0.70% | |
0.66% | |
0.65% | |
0.64% | |
0.63% | |
0.63% | |
0.60% | |
0.60% | |
0.59% | |
0.59% | |
0.59% | |
0.58% | |
0.54% | |
0.51% | |
0.51% | |
0.51% | |
 AROCArchrock, Inc. | 0.51% |
0.50% | |
Sector | Weight |
|---|---|
Financials | 26.29% |
Industrials | 14.84% |
Consumer Discretionary | 13.43% |
Real Estate | 10.38% |
Utilities | 9.11% |
Energy | 6.42% |
Materials | 5.59% |
Consumer Staples | 4.97% |
Health Care | 3.26% |
Communication Services | 2.91% |
Information Technology | 2.84% |
