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WisdomTree U.S. LargeCap FundWisdomTree U.S. LargeCap FundWisdomTree U.S. LargeCap Fund

WisdomTree U.S. LargeCap Fund

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Overview
Analysis Holdings News Discussions Technicals Seasonals Options

EPS chart


Full chart

Key stats


Assets under management (AUM)
‪971.22 M‬ USD
Fund flows (1Y)
‪116.67 M‬ USD
Dividend yield (indicated)
1.61%
Discount/Premium to NAV
−0.08%
Shares outstanding
‪17.55 M‬
Expense ratio
0.08%

About WisdomTree U.S. LargeCap Fund


Issuer
WisdomTree, Inc.
Brand
WisdomTree
Home page
wisdomtree.com
Inception date
Feb 23, 2007
Structure
Open-Ended Fund
Index tracked
WisdomTree U.S. LargeCap Index
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
EPS provides broad exposure to the US large-cap space, although its focus on earnings leads it slightly away from pure market coverage. 500 of the largest companies ranked by market capitalization from the WisdomTree U.S. Total Market Index that are generating earnings are selected. The fund focuses on past earnings rather than future earnings potential, so it underweights high growth companies in favor of established earners. The index is earnings-weighted during annual rebalancing to reflect the proportionate share of the earnings each company has generated.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
Fundamental
Geography
U.S.
Weighting scheme
Earnings
Selection criteria
Earnings

EPS analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Finance
Electronic Technology
Stock breakdown by region
0.1%97%2%

EPS news



Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

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