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QSML - ETF AI Analysis
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WisdomTree U.S. SmallCap Quality Growth Fund (QSML)
Rating:69Neutral
Price Target:―
Positive Factors
Broad Sector Mix Within Small Caps
The fund spreads its investments across many sectors, including technology, industrials, consumer, financials, and health care, which helps reduce the impact if any one industry struggles.
Generally Strong Top Holdings
Most of the largest positions have shown strong or steady gains so far this year, which has supported the fund’s recent performance.
Positive Recent Performance Trend
The ETF has delivered steady gains over the past month, three months, and year to date, indicating positive recent momentum.
Negative Factors
Very Small Asset Base
The fund manages a relatively small amount of money, which can sometimes lead to lower trading volume and wider bid-ask spreads for investors.
Single-Country Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Higher Expense Ratio for a Passive ETF
The fund’s ongoing fee is on the higher side compared with many broad, low-cost index ETFs, which can slightly reduce long-term returns.
QSML vs. SPDR S&P 500 ETF (SPY)
AUM9.70M
RegionNorth America
Expense Ratio0.38%
Beta1.06
IssuerWisdomTree
Inception DateJan 25, 2024
Dividend Yield0.64%
Asset ClassEquity
Index TrackedWisdomTree US SmallCap Quality Growth Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume607
30 Day Avg. Volume657
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
35.74Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering390
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QSML Summary
QSML is an ETF that follows the WisdomTree US SmallCap Quality Growth Index, focusing on smaller U.S. companies with strong growth and solid finances. It spreads your money across many sectors, including technology, industrials, and consumer companies. Well-known names in the fund include Etsy and Alaska Air. Someone might invest in QSML to tap into the long-term growth potential of smaller companies while still staying diversified across many industries. A key risk is that small-cap stocks can be more volatile, so the price of this ETF can move up and down more than the overall market.
How much will it cost me?The ETF QSML has an expense ratio of 0.38%, which means you’ll pay $3.80 per year for every $1,000 invested. This is slightly higher than average because it is actively managed to focus on small-cap companies with strong growth and quality fundamentals.
What would affect this ETF?The QSML ETF, which focuses on U.S. small-cap companies with strong growth potential, could benefit from economic expansion and innovation in sectors like technology and consumer cyclical, which are key areas of exposure. However, it may face challenges from rising interest rates or economic slowdowns, which can negatively impact small-cap stocks and growth-oriented investments. Additionally, sector-specific risks, such as regulatory changes in energy or healthcare, could influence performance.
QSML Top 10 Holdings
QSML is leaning into U.S. small-cap growth with a clear tilt toward industrials, energy, and niche tech names. Recent strength is coming from high-flyers like Valaris and Powell Industries, which have been powering ahead and giving the fund a solid energy and industrial backbone. Matador Resources and Construction Partners are also pulling their weight, adding steady momentum. On the softer side, Madison Square Garden Sports looks more like a passenger than a driver, with financial challenges that could be quietly holding returns back. Overall, it’s a U.S.-only, small-cap quality story with a cyclical flavor.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 0.80% | $77.78K | ― | ― | ― | |
| Matador Resources | 0.78% | $75.41K | $7.10B | 17.50% | 82 Outperform | |
| Valaris | 0.73% | $70.87K | $6.49B | 144.62% | 76 Outperform | |
| DigitalOcean Holdings | 0.70% | $68.15K | $6.31B | 89.80% | 73 Outperform | |
| Archrock | 0.69% | $66.42K | $6.05B | 38.66% | 79 Outperform | |
| Powell Industries | 0.68% | $66.36K | $6.10B | 189.98% | 76 Outperform | |
| Madison Square Garden Sports | 0.68% | $66.18K | $7.51B | 65.24% | 45 Neutral | |
| EnerSys | 0.68% | $65.85K | $5.93B | 68.55% | 79 Outperform | |
| Allegro MicroSystems | 0.66% | $64.03K | $5.77B | 16.24% | 52 Neutral | |
| Vicor | 0.64% | $61.95K | $7.83B | 221.60% | 73 Outperform |
QSML Technical Analysis
Negative
―
Price Trends
29.47
Negative
28.93
Negative
28.02
Negative
Market Momentum
-0.43
Positive
34.47
Neutral
4.18
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QSML, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 29.02, equal to the 50-day MA of 29.47, and equal to the 200-day MA of 28.02, indicating a bearish trend. The MACD of -0.43 indicates Positive momentum. The RSI at 34.47 is Neutral, neither overbought nor oversold. The STOCH value of 4.18 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for QSML.
QSML Peer Comparison
Comparison Results
Performance Comparison
QSML
WisdomTree U.S. SmallCap Quality Growth Fund
27.93
3.35
13.63%
TMFS
Motley Fool Small-Cap Growth ETF
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―
―
MMSC
First Trust Multi-Manager Small Cap Opportunities ETF
―
―
―
CAFG
Pacer US Small Cap Cash Cows Growth Leaders ETF
―
―
―
ACSG
American Century Small Cap Growth Insights ETF
―
―
―
SAWS
AAM Sawgrass US Small Cap Quality Growth ETF
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―
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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