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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 33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.84 48.4 Mil
Technology

Alphabet Inc Class A

5.08 42.0 Mil
Communication Services

Apple Inc

4.56 37.7 Mil
Technology

Meta Platforms Inc Class A

3.87 32.0 Mil
Communication Services

Amazon.com Inc

3.40 28.1 Mil
Consumer Cyclical

NVIDIA Corp

2.56 21.2 Mil
Technology

JPMorgan Chase & Co

2.54 21.1 Mil
Financial Services

Exxon Mobil Corp

2.26 18.7 Mil
Energy

Berkshire Hathaway Inc Class B

1.77 14.7 Mil
Financial Services

Bank of America Corp

1.47 12.2 Mil
Financial Services