Key stats
About WisdomTree U.S. LargeCap Fund
Expense ratio
0.08%
Home page
Inception date
Feb 23, 2007
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
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stocks99.58%
Technology Services21.07%
Electronic Technology16.26%
Finance15.47%
Retail Trade9.42%
Health Technology8.84%
Consumer Non-Durables4.22%
Energy Minerals4.00%
Producer Manufacturing3.14%
Consumer Services2.51%
Utilities2.35%
Commercial Services2.32%
Communications1.74%
Health Services1.72%
Transportation1.65%
Consumer Durables1.52%
Process Industries1.23%
Industrial Services1.16%
Distribution Services0.63%
Non-Energy Minerals0.31%
Miscellaneous0.02%
Bonds, Cash & Other0.42%
Mutual fund0.37%
ETF0.05%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history