Wisdomtree Earnings 500 Etf Profile
| EPS Etf | USD 72.35 0.27 0.37% |
PerformanceMild
| Odds Of DistressLow
|
WisdomTree Earnings is selling for under 72.35 as of the 31st of January 2026; that is 0.37 percent increase since the beginning of the trading day. The etf's lowest day price was 71.38. WisdomTree Earnings has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat mild performance during the last 90 days. The performance scores are derived for the period starting the 2nd of November 2025 and ending today, the 31st of January 2026. Click here to learn more.
At least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Wisdomtree is traded on NYSEARCA Exchange in the United States.. More on WisdomTree Earnings 500
Moving together with WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Names | [Epsilon Energy Ltd, Electro Power Systems SA] |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Large Value, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2007-02-23 |
| Benchmark | WisdomTree U.S. LargeCap Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.43 Billion |
| Average Trading Volume | 65,774.2 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Karen Q. Wong, Richard A. Brown, Thomas J. Durante |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Mar |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 502 |
| Market Maker | Susquehanna |
| Total Expense | 0.08 |
| Management Fee | 0.08 |
| Country Name | USA |
| Returns Y T D | 0.8 |
| Name | WisdomTree U.S. Earnings 500 Fund |
| Currency Code | USD |
| Open Figi | BBG000R1PCX7 |
| In Threey Volatility | 11.5 |
| 1y Volatility | 10.48 |
| 200 Day M A | 66.4398 |
| 50 Day M A | 70.962 |
| Code | EPS |
| Updated At | 31st of January 2026 |
| Currency Name | US Dollar |
WisdomTree Earnings 500 [EPS] is traded in USA and was established 2007-02-23. The fund is classified under Large Value category within WisdomTree family. The entity is thematically classified as Size And Style ETFs. WisdomTree Earnings 500 currently have 557.78 M in assets under management (AUM). , while the total return for the last 3 years was 19.8%.
Check WisdomTree Earnings Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Earnings 500 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree Earnings 500 Currency Exposure
WisdomTree Earnings 500 holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree Earnings will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree Earnings 500.
WisdomTree Earnings 500 Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Earnings. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.5171 | |||
| Semi Deviation | 0.6627 | |||
| Standard Deviation | 0.6737 | |||
| Variance | 0.4538 |
WisdomTree Earnings 500 Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. WisdomTree Earnings 500 Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe WisdomTree Earnings price patterns.
WisdomTree Earnings Against Markets
WisdomTree Etf Analysis Notes
WisdomTree Earnings is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 502 constituents with avarage daily trading value of 65.8 K. The fund charges 0.08 percent management fee with a total expences of 0.08 percent of total asset. The fund generated five year return of 14.0%. WisdomTree Earnings 500 retains all of assets under management (AUM) in equities. This fund last dividend was 0.19 per share. At least 95 percent of the funds total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. Wisdomtree is traded on NYSEARCA Exchange in the United States. To learn more about WisdomTree Earnings 500 call the company at NA.WisdomTree Earnings 500 Investment Alerts
| Latest headline from thelincolnianonline.com: WisdomTree U.S. LargeCap Fund Reaches New 1-Year High Heres Why | |
| The fund retains all of its assets under management (AUM) in equities |
WisdomTree Earnings Thematic Classifications
In addition to having WisdomTree Earnings etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Size And Style ETFsUSA ETFs from Size And Style clasification | |
| Large Cap ETFsUSA ETFs from Large Cap clasification |
Management Efficiency
WisdomTree Earnings' management efficiency ratios could be used to measure how well WisdomTree Earnings manages its routine affairs as well as how well it operates its assets and liabilities.Effective leadership at WisdomTree Earnings drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Returns 3 Y 19.8 | Returns 5 Y 13.52 | Returns 1 Y 13.58 | Total Assets 1.4 B | Yield 1.26 |
Top WisdomTree Earnings 500 Etf Constituents
| AMZN | Amazon Inc | Stock | |
| WMT | Walmart Common Stock | Stock | |
| VZ | Verizon Communications | Stock | |
| UNH | UnitedHealth Group Incorporated | Stock | |
| MU | Micron Technology | Stock | |
| MSFT | Microsoft | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| JNJ | Johnson Johnson | Stock | |
| INTC | Intel | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| C | Citigroup | Stock | |
| BAC | Bank of America | Stock | |
| AAPL | Apple Inc | Stock | |
| GILD | Gilead Sciences | Stock | |
| MO | Altria Group | Stock | |
| T | ATT Inc | Stock | |
| XOM | Exxon Mobil Corp | Stock | |
| WFC | Wells Fargo | Stock |
Institutional Etf Holders for WisdomTree Earnings
Have you ever been surprised when a price of an equity instrument such as WisdomTree Earnings is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading WisdomTree Earnings 500 backward and forwards among themselves. WisdomTree Earnings' institutional investor refers to the entity that pools money to purchase WisdomTree Earnings' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although WisdomTree Earnings' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses. WisdomTree Earnings Outstanding Bonds
WisdomTree Earnings issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WisdomTree Earnings 500 uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WisdomTree bonds can be classified according to their maturity, which is the date when WisdomTree Earnings 500 has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
WisdomTree Earnings Predictive Daily Indicators
WisdomTree Earnings intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WisdomTree Earnings etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
WisdomTree Earnings Forecast Models
WisdomTree Earnings' time-series forecasting models are one of many WisdomTree Earnings' etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary WisdomTree Earnings' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in WisdomTree Earnings 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
The market value of WisdomTree Earnings 500 is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Earnings' value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Earnings' true underlying value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Because WisdomTree Earnings' market value can be influenced by many factors that don't directly affect WisdomTree Earnings' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
It's important to distinguish between WisdomTree Earnings' intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding WisdomTree Earnings should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Meanwhile, WisdomTree Earnings' quoted price indicates the marketplace figure where supply meets demand through bilateral consent.