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Morningstar

WisdomTree US Earnings 500 ETF EPS

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 54.07  /  +0.91 %
  • Total Assets 833.2 Mil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level —
  • Share Class Type —
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.59%
  • Turnover 102%

USD | NAV as of Apr 27, 2024 | 1-Day Return as of Apr 27, 2024, 1:01 AM GMT+0

Morningstar’s Analysis EPS

Will EPS outperform in 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.

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
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 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Amazon.com Inc

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Consumer Cyclical

JPMorgan Chase & Co

2.68 22.5 Mil
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Berkshire Hathaway Inc Class B

1.77 14.9 Mil
Financial Services

Bank of America Corp

1.58 13.3 Mil
Financial Services