EPS
WisdomTree U.S. Earnings 500 Fund
1 year +18.8%Assets$1.67BWisdomTree
Fee0.08%a year
Yield1.1%NA
This year+15.2%
5 years+12.9%a year on average
Components504top 10: 40%
Returns
This year
+15.2%
1 year
+18.8%
3 years, yearly
+23.0%
5 years, yearly
+12.9%
10 years, yearly
+15.2%
The fund's own total return. Volatility 12.2% over one year, 12.4% over three; Sharpe ratio over three years 1.42.
Sectors
Technology34.7%
Financial Services15.2%
Communication Services11.5%
Healthcare10.6%
Consumer Cyclicals9.7%
Industrials4.9%
Energy4.7%
Consumer Defensive4.1%
Utilities1.7%
Basic Materials1.2%
Real Estate0.8%
Regions
North America104.2%
Europe Developed0.4%
Latin America0.2%
Asia Emerging0.1%
United Kingdom0.0%
Asset classes
Stock US97.4%
Stock non-US0.8%
Cash0.1%
Other0.1%
About the fund
- Issuer
- WisdomTree
- Since
- 2007-02-23
- Listed on
- NYSE ARCA
- ISIN
- US97717W5884
- Turnover
- 103% a year
The fund invests, under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is based on a rules-based methodology overseen and implemented by the WisdomTree Core Equity Index Committee. It is non-diversified.
From the market data provider's fund data, read 2026-10-21. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.