Morningstar

WisdomTree U.S. LargeCap Fund EPS

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis EPS

Will EPS outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EPS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EPS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EPS’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree U.S. LargeCap Fund holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings EPS

More EPS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.82 131M
Technology

Amazon.com Inc

5.92 99M
Consumer Cyclical

Alphabet Inc Class A

5.64 94M
Communication Services

Apple Inc

5.38 90M
Technology

Microsoft Corp

4.37 73M
Technology

Meta Platforms Inc Class A

3.02 50M
Communication Services

JPMorgan Chase & Co

2.18 36M
Financial Services

Berkshire Hathaway Inc Class B

1.64 27M
Financial Services

Micron Technology Inc

1.57 26M
Technology

Broadcom Inc

1.40 23M
Technology

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