EPS
WisdomTree U.S. LargeCap Fund
1W: -0.3%
1M: +0.0%
3M: +3.0%
YTD: +13.6%
1Y: +16.7%
3Y: +82.1%
5Y: +82.2%
$80.61
+0.55 (+0.69%)
Weekly Expected Move ±1.4%
$78
$79
$81
$82
$83
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$1.6B
Holdings500
Top 10 Wt39.9%
Volume33,321
Avg Volume47,781
Beta0.96
Portfolio Fundamentals
P/E28.2
P/B10.1
Div Yield1.23%
ROE41.9%
% Profitable91%
Inception2007-02-23
Sector Allocation
Technology
36.8%
Financial Services
13.1%
Communication Services
12.0%
Healthcare
10.2%
Consumer Cyclical
9.2%
Industrials
4.6%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 7.87% | $130.3M | 569,399 |
| 2 | Google Inc | GOOGL | 5.77% | $95.5M | 278,718 |
| 3 | Apple Inc | AAPL | 5.77% | $95.5M | 282,247 |
| 4 | Amazon.com Inc | AMZN | 5.70% | $94.4M | 383,358 |
| 5 | Microsoft Corp | MSFT | 4.50% | $74.6M | 146,435 |
| 6 | Meta PlatformsInc. Cl A | META | 3.55% | $58.8M | 82,179 |
| 7 | JPMorgan Chase & Co | JPM | 2.07% | $34.3M | 101,824 |
| 8 | Berkshire Hathaway Inc | BRK/B UN | 1.65% | $27.3M | 54,276 |
| 9 | Micron Technology Inc | MU | 1.64% | $27.1M | 25,728 |
| 10 | Exxonmobil Holdings Corp | XOM | 1.40% | $23.1M | 142,345 |