Stock Scorer
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.