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WisdomTree US Earnings 500 ETF EPS

Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis EPS

Will EPS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

WisdomTree US Earnings 500 ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings EPS

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.72 48.5 Mil
Technology

Alphabet Inc Class A

4.78 40.5 Mil
Communication Services

Apple Inc

4.49 38.1 Mil
Technology

Meta Platforms Inc Class A

3.68 31.2 Mil
Communication Services

Amazon.com Inc

3.21 27.2 Mil
Consumer Cyclical

JPMorgan Chase & Co

2.70 22.9 Mil
Financial Services

NVIDIA Corp

2.54 21.6 Mil
Technology

Exxon Mobil Corp

2.11 17.9 Mil
Energy

Berkshire Hathaway Inc Class B

1.80 15.2 Mil
Financial Services

Bank of America Corp

1.54 13.1 Mil
Financial Services