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WisdomTree U.S. LargeCap Fund (EPS)
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WisdomTree’s ho-hum ETF Has Been A Huge Winner For Retirees
Yahoo Finance· 2026-01-07 15:11
24/7 Wall St. Quick Read EPS outperformed the S&P 500 by 32 percentage points over 10 years through earnings-weighted indexing. The fund charges a 0.08% expense ratio and maintains 16% annual turnover for tax efficiency. Tech represents 31% of assets while financials and healthcare add 15% and 13% for defensive balance. Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expected. Most retirees wa ...
Earnings Excellence Shines Light on this ETF
Etftrends· 2025-12-12 13:25
Core Insights - The third-quarter earnings season showed strong performance with S&P 500 companies achieving an earnings per share (EPS) growth of 12.9%, surpassing the expected 8% increase [1] Group 1: WisdomTree U.S. LargeCap Fund (EPS) - The WisdomTree U.S. LargeCap Fund, valued at $1.35 billion, is closely aligned with the WisdomTree U.S. LargeCap Index, which is an earnings-weighted index of large-cap stocks [2] - The fund prioritizes companies with positive earnings, with major contributors like Alphabet, Nvidia, and Apple making up over 19% of its portfolio [3] Group 2: Market Context and Valuations - The current market environment is characterized by high valuations, making sustained earnings growth critical for maintaining these levels [4][5] - The technology sector, particularly companies involved in artificial intelligence, has been a significant driver of earnings growth, with over 41% of the EPS fund allocated to technology and communication services [5][6] Group 3: Future Earnings Projections - The consensus estimate for earnings growth among S&P 500 companies is projected at 10% for 2025 compared to 2024, and 13.2% for 2026 compared to 2025 [8] - The upcoming fourth-quarter earnings season is anticipated to be strong, potentially enhancing the EPS fund's performance [7]