WisdomTree US LargeCap FundEPS
EPS
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
520% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 5
29% more capital invested
Capital invested by funds: $587M [Q3] → $756M (+$169M) [Q4]
25% more funds holding in top 10
Funds holding in top 10: 4 [Q3] → 5 (+1) [Q4]
19% more funds holding
Funds holding: 116 [Q3] → 138 (+22) [Q4]
13.45% more ownership
Funds ownership: 58.55% [Q3] → 72.0% (+13.45%) [Q4]
5% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 38
Research analyst outlook
We haven’t received any recent analyst ratings for EPS.
Financial journalist opinion
Neutral
Zacks Investment Research
3 weeks ago
Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree U.S. LargeCap ETF (EPS) debuted on 02/23/2007, and offers broad exposure to the Style Box - Large Cap Value category of the market.
Neutral
Zacks Investment Research
1 month ago
Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?
Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the WisdomTree U.S. LargeCap ETF (EPS) is a passively managed exchange traded fund launched on 02/23/2007.
Neutral
Seeking Alpha
2 months ago
Not In Love With EPS
WisdomTree's U.S. LargeCap ETF has high ratings from Morningstar and Lipper Leaders, but its returns are mediocre compared to the S&P 500. The WisdomTree Large Cap Index, which EPS tracks, includes 500 large U.S. companies but underperforms in profit generation and risk control. Despite its quantitative weighting method, EPS shows no significant advantage over the overall market, with a notable tracking error of 23 basis points annually.
Positive
Seeking Alpha
2 months ago
EPS: Value ETF With An Aftertaste Of Growth
WisdomTree U.S. LargeCap Fund ETF holds about 500 large caps weighted on earnings. Compared to SPY, the EPS ETF has lower weight in technology, better value, higher dividend growth, and lower historical return. EPS has outperformed major large cap value ETFs for more than a decade.
Neutral
Business Wire
2 months ago
Manhattan Associates Reports Record Fourth Quarter and Full Year Results
ATLANTA--(BUSINESS WIRE)--Manhattan announces Q4 2024 earnings results.
Neutral
Zacks Investment Research
2 months ago
Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?
Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the WisdomTree U.S. LargeCap ETF (EPS) is a smart beta exchange traded fund launched on 02/23/2007.
Neutral
Zacks Investment Research
3 months ago
Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?
Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the WisdomTree U.S. LargeCap ETF (EPS), a passively managed exchange traded fund launched on 02/23/2007.
Neutral
Zacks Investment Research
4 months ago
Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?
A smart beta exchange traded fund, the WisdomTree U.S. LargeCap ETF (EPS) debuted on 02/23/2007, and offers broad exposure to the Style Box - Large Cap Value category of the market.
Neutral
Zacks Investment Research
5 months ago
Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?
Launched on 02/23/2007, the WisdomTree U.S. LargeCap ETF (EPS) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
Neutral
Seeking Alpha
5 months ago
EPS: Reasonable Valuations, Mixed Performance
The WisdomTree U.S. LargeCap 500 Fund ETF (EPS) offers value-oriented exposure to U.S. large-cap companies using an earnings-weighted methodology, mitigating high valuations seen in broader equity indexes. EPS has historically underperformed relative to indexes like the Russell 1000 and S&P 500. EPS's sector allocation is heavily weighted towards technology and communication services, with lower allocations in healthcare and industrials compared to peers.
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