Wisdomtree Earnings 500 Etf Profile
| EPS Etf | USD 59.85 0.13 0.22% |
PerformanceVery Weak
| Odds Of DistressLow
|
WisdomTree Earnings is selling for under 59.85 as of the 21st of March 2025; that is 0.22 percent decrease since the beginning of the trading day. The etf's lowest day price was 59.85. WisdomTree Earnings has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. 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. Earnings 500 Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.04 Billion |
| Average Trading Valume | 44,166.9 |
| 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 | 506 |
| Market Maker | Susquehanna |
| Total Expense | 0.08 |
| Management Fee | 0.08 |
| Country Name | USA |
| Returns Y T D | (1.96) |
| Name | WisdomTree U.S. Earnings 500 Fund |
| Currency Code | USD |
| Open Figi | BBG000R1PCX7 |
| In Threey Volatility | 16.39 |
| 1y Volatility | 10.79 |
| 200 Day M A | 60.1069 |
| 50 Day M A | 62.1994 |
| Code | EPS |
| Updated At | 20th of March 2025 |
| 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 9.7%.
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.
Top WisdomTree Earnings 500 Etf Constituents
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| WMT | Walmart | Stock | Consumer Staples | |
| VZ | Verizon Communications | Stock | Communication Services | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| MU | Micron Technology | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care |
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.
| Risk Adjusted Performance | (0.08) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.01) | |||
| Treynor Ratio | (0.11) |
WisdomTree Earnings Against Markets
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 american community survey. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
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. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. 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.
Please note, there is a significant difference between WisdomTree Earnings' value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Earnings is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Earnings' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.