WisdomTree US LargeCap Fund
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
7% more funds holding
Funds holding: 107 [Q2] → 115 (+8) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q2] → 4 (+0) [Q3]
5% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 37
8% less capital invested
Capital invested by funds: $638M [Q2] → $587M (-$51.7M) [Q3]
11.63% less ownership
Funds ownership: 70.14% [Q2] → 58.51% (-11.63%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for EPS.
Financial journalist opinion
Neutral
Zacks Investment Research
1 month 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?
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
2 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.
Neutral
ETF Trends
3 months ago
Emphasis on Earnings Puts Spotlight on This ETF
With less than two weeks left in September, the third quarter is near its end. That means another earnings season is right around the corner.
Neutral
Zacks Investment Research
3 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?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the WisdomTree U.S. LargeCap ETF (EPS), a passively managed exchange traded fund launched on 02/23/2007.
Positive
Seeking Alpha
4 months ago
EPS: A Fundamentally Driven Fund That's Underperformed (But That's Okay)
WisdomTree U.S. LargeCap Fund weights by earnings, not market cap, offering exposure to profitable companies. The EPS ETF holds familiar names like Microsoft, Apple, and Alphabet with a more balanced sector allocation than the S&P 500. The fund underperformed the S&P 500 over the past 10 years, but low expense ratio and fundamentally weighted approach make it worth considering.
Positive
ETF Trends
5 months ago
Earnings Excellence Could Propel This ETF
Second-quarter earnings kicked off last Friday with reports from some of the largest U.S. banks. That's merely the start of what will be an earnings avalanche over the next several weeks.
Neutral
Zacks Investment Research
5 months ago
Is WisdomTree U.S. LargeCap ETF (EPS) a Strong ETF Right Now?
Launched on 02/23/2007, the WisdomTree U.S. LargeCap ETF (EPS) is a smart beta exchange traded fund offering broad exposure to the Style Box - Large Cap Value category of the market.
Positive
Zacks Investment Research
5 months ago
Q2 Earnings on Track to Reach Record Highs: ETFs to Tap
Second-quarter earnings for the S&P 500 are expected to reach a two-year high. Given the strong earnings momentum, many investors would want to bet on earnings-focused ETFs.
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