Is WisdomTree U.S. SmallCap Fund halal to invest in?

As of September 2026, WisdomTree U.S. SmallCap Fund EES is classified as not halal according to Musaffa’s Shariah screening methodology. This classification is based on an assessment of the company’s business activities and financial ratios against Islamic investment guidelines.

Is WisdomTree U.S. SmallCap Fund a Shariah-compliant ETF?

An ETF is considered Shariah-compliant if its underlying assets consist primarily of companies that operate in permissible business activities and meet Islamic financial screening thresholds. Musaffa analyzes WisdomTree U.S. SmallCap Fund using these criteria to determine its compliance status.

How often is the Shariah compliance for WisdomTree U.S. SmallCap Fund updated?

The Shariah compliance status of WisdomTree U.S. SmallCap Fund may be updated periodically when new portfolio disclosures, financial statements of underlying companies, or other relevant information becomes available.

Can a halal ETF like WisdomTree U.S. SmallCap Fund become non-compliant?

Yes. An ETF that is currently Shariah-compliant may become non-compliant if its underlying holdings change or if the financial ratios of the companies within the fund exceed Shariah thresholds.

Where can I check the Shariah status of WisdomTree U.S. SmallCap Fund?

You can check the latest Shariah compliance status of WisdomTree U.S. SmallCap Fund on Musaffa's ETF page, where screening results and key indicators are updated to help Muslim investors make informed decisions.

WisdomTree U.S. SmallCap Fund EES

EES Shariah Compliance

Screening Methodology: AAOIFI

As of September 2026, WisdomTree U.S. SmallCap Fund is classified as not halal.

NOT HALAL

Is WisdomTree U.S. SmallCap Fund ETF Halal?

Shariah Compliance Analysis of EES ETF

US Equity Small Cap

No. As of September 2026, WisdomTree U.S. SmallCap Fund (EES) is classified as NOT HALAL by Musaffa under its AAOIFI-based Shariah screening methodology. WisdomTree U.S. SmallCap Fund does not pass Musaffa's business and financial screening criteria.

EES was created on 2007-02-23 by WisdomTree. The fund's investment portfolio concentrates primarily on small cap equity. EES tracks an index of US small-cap stocks weighted by firms' earnings from core operations. The index is a small-cap subset of the WisdomTree Earnings Index.

WisdomTree U.S. SmallCap Fund (EES) Chart

Key Statistics of WisdomTree U.S. SmallCap Fund (EES)

Today's Open

AUM

Avg. Volume

Expense Ratio

P/E Ratio

P/B Ratio

Sector Exposure

Financials
27.74%
Consumer Discretionary
16.09%
Industrials
15.81%
Information Technology
9.59%
Health Care
6.92%
Communication Services
5.16%
Energy
4.83%
Consumer Staples
4.33%
Real Estate
4.21%
Materials
3.96%
Utilities
0.95%
Other
0.41%

FAQ's for WisdomTree U.S. SmallCap Fund (EES)

As of September 2026, WisdomTree U.S. SmallCap Fund EES is classified as not halal according to Musaffa’s Shariah screening methodology. This classification is based on an assessment of the company’s business activities and financial ratios against Islamic investment guidelines.
An ETF is considered Shariah-compliant if its underlying assets consist primarily of companies that operate in permissible business activities and meet Islamic financial screening thresholds. Musaffa analyzes WisdomTree U.S. SmallCap Fund using these criteria to determine its compliance status.
The Shariah compliance status of WisdomTree U.S. SmallCap Fund may be updated periodically when new portfolio disclosures, financial statements of underlying companies, or other relevant information becomes available.
Yes. An ETF that is currently Shariah-compliant may become non-compliant if its underlying holdings change or if the financial ratios of the companies within the fund exceed Shariah thresholds.
You can check the latest Shariah compliance status of WisdomTree U.S. SmallCap Fund on Musaffa’s ETF page, where screening results and key indicators are updated to help Muslim investors make informed decisions.