WisdomTree U.S. LargeCap Fund (EPS) Price, Holdings, & News

ETF Overview

WisdomTree Earnings 500 Fund (the Fund) seeks investment results that correspond to the price and yield performance of the WisdomTree Earnings 500 Index (the Index). The Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the large-capitalization segment of the United States stock market. Companies in the Index are incorporated and listed in the United States, and have generated positive cumulative earnings over their most recent four fiscal quarters prior to the Index measurement date. The Index consists of the 500 largest companies ranked by market capitalization in the WisdomTree Earnings Index. The Index is earnings-weighted in December of each year to reflect the proportionate share of the aggregate earnings each component company has generated. Companies with greater earnings generally have larger weights in the Index. The Fund's investment advisor is WisdomTree Asset Management, Inc.

Key Stats

• Today's Range: $60.99 to $62.31
• 50-Day Range: $59.81 to $63.93
• 52-Week Range: $49.46 to $63.95
• Volume: 47,698 shs
• Average Volume: 46,290 shs
• Market Capitalization: $962.70 million
• Assets Under Management: $1.04 billion
• Dividend Yield: 1.31%
• Net Expense Ratio: 0.08%
• Aggregate Rating: Moderate Buy

EPS ETF - Frequently Asked Questions

How have EPS shares performed this year?

WisdomTree U.S. LargeCap Fund's stock was trading at $50.12 on January 1st, 2024. Since then, EPS shares have increased by 23.5% and is now trading at $61.91.
View the best growth stocks for 2024 here.

Who are WisdomTree U.S. LargeCap Fund's major shareholders?

WisdomTree U.S. LargeCap Fund's top institutional shareholders include Fiduciary Trust Co (13.73%), Private Advisor Group LLC (6.54%), Team Financial Group LLC (2.76%) and Kovitz Investment Group Partners LLC (0.90%).

How do I buy shares of WisdomTree U.S. LargeCap Fund?

Shares of EPS stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

What other stocks do shareholders of WisdomTree U.S. LargeCap Fund own?

Based on aggregate information from My MarketBeat watchlists, some other companies that WisdomTree U.S. LargeCap Fund investors own include Upstart (UPST), Opendoor Technologies (OPEN), Pyxis Oncology (PYXS), SoFi Technologies (SOFI), Abercrombie & Fitch (ANF), AeroVironment (AVAV) and Carpenter Technology (CRS).

Fund Details

• Issuer: WisdomTree
• Fund Name: WisdomTree U.S. LargeCap Fund
• Tax Classification: Regulated Investment Company
• Stock Exchange: NYSEARCA
• Current Symbol: NYSEARCA:EPS
• Inception Date: 2/23/2007
• Fund Manager: Karen Q. Wong, Richard A. Brown, Thomas J. Durante
• Web: www.wisdomtree.com
• Phone: +1-866-9099473

Fund Focus

• Asset Class: Equity
• Benchmark: WisdomTree U.S. Earnings 500 Index
• Category: Size and Style
• Focus: Large Cap
• Development Level: Developed Markets
• Region: North America
• Number of Holdings: 513

Fund Statistics

• Assets Under Management: $1.04 billion
• Average Daily Volume: $35,227.50
• Discount/Premium: 0.06%

Administrator, Advisor and Custodian

• Administrator: State Street Bank and Trust Company
• Advisor: WisdomTree Asset Management, Inc.
• Custodian: State Street Bank and Trust Company
• Distributor: Foreside Fund Services, LLC
• Transfer Agent: State Street Bank and Trust Company
• Trustee: N/A
• Lead Market Maker: Susquehanna

Options

• Optionable: N/A
• Short Interest: 27,800 shs

Miscellaneous

• Outstanding Shares: 15,550,000
• Beta: 0.94
• Creation Unit: 50,000
• Creation Fee: $1,000.00