DLN - ETF AI Analysis
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WisdomTree U.S. LargeCap Dividend Fund (DLN)
DLN, the WisdomTree U.S. LargeCap Dividend Fund, is supported by high-quality leaders like Microsoft and Apple, whose strong financial performance and growth in areas such as cloud, AI, and services help drive the fund’s solid overall quality. Other major holdings like Nvidia, Meta, and Broadcom add long-term growth potential through their focus on AI and data centers, though their high valuations and some bearish or mixed technical signals introduce risk. The main risk factor is the fund’s heavy tilt toward large U.S. technology and growth-oriented names, which can make returns more sensitive to shifts in tech sentiment and valuation pressures.
DLN vs. SPDR S&P 500 ETF (SPY)
- AUM
- 6.43B
- Region
- North America
- Expense Ratio
- 0.28%
- Beta
- 0.66
- Issuer
- WisdomTree
- Inception Date
- Jun 16, 2006
- Dividend Yield
- 1.73%
- Asset Class
- Equity
- Index Tracked
- WisdomTree U.S. LargeCap Dividend Index
DLN Summary
DLN is the WisdomTree U.S. LargeCap Dividend Fund, an ETF that follows the WisdomTree U.S. LargeCap Dividend Index. It invests in many big, well-known U.S. companies that pay regular dividends, aiming to give investors both income and long-term growth. The fund holds household names like Microsoft and Apple, along with banks, health care firms, energy companies, and more, so you get broad diversification in one investment. Someone might consider DLN if they want a mix of stability, dividend income, and exposure to large U.S. companies. A key risk is that its stock prices and dividend payments can still go up and down with the overall market.
How much will it cost me?
This ETF has an expense ratio of 0.28%, which means you’ll pay about $2.80 per year for every $1,000 you invest. That cost is slightly higher than the cheapest index ETFs because it follows a more specialized, dividend-focused strategy rather than a plain broad-market index.
What would affect this ETF?
DLN could benefit if the U.S. economy stays healthy, interest rates stabilize or fall, and large, dividend-paying companies in sectors like technology, financials, health care, and energy continue to grow and maintain or raise their payouts, which would support holdings such as Microsoft, Nvidia, JPMorgan, and Exxon Mobil. On the other hand, a U.S. recession, higher-for-longer interest rates, stricter financial or tech regulations, or company-specific problems at major holdings could pressure dividends and share prices, hurting the fund’s performance.
DLN Top 10 Holdings
DLN leans heavily on U.S. blue chips, with Big Tech and energy doing much of the heavy lifting. Microsoft, Nvidia, and Apple have been rising, powered by cloud and AI themes, giving the fund a strong growth engine despite its dividend focus. Meta has also been on a tear, adding extra momentum from the communication-services side. On the flip side, JPMorgan and Broadcom have been more mixed lately, occasionally putting a lid on returns. Overall, it’s a U.S.-centric, dividend-rich portfolio with a clear tilt toward tech and energy leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 4.95% | $315.99M | $3.88T | -0.73% | 79Outperform |
 NVDA | Nvidia | 3.52% | $225.02M | $4.93T | 0.86% | 76Outperform |
 JPM | JPMorgan Chase | 2.84% | $181.72M | $895.92B | 8.92% | 72Outperform |
 AAPL | Apple | 2.49% | $159.06M | $5.03T | 26.98% | 79Outperform |
 XOM | Exxon Mobil | 2.43% | $155.03M | $769.96B | 63.27% | 74Outperform |
 JNJ | Johnson & Johnson | 2.10% | $134.12M | $657.68B | 44.51% | 78Outperform |
 CVX | Chevron | 2.00% | $127.98M | $465.33B | 53.41% | 71Outperform |
 ABBV | AbbVie | 1.97% | $125.79M | $521.11B | 29.22% | 66Neutral |
 AVGO | Broadcom | 1.80% | $115.18M | $1.56T | -13.38% | 76Outperform |
 META | Meta Platforms | 1.87% | $119.74M | $1.57T | -7.72% | 76Outperform |
DLN Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DLN, the sentiment is Positive. The current price of 100.63 is above the 20-day moving average (MA) of 99.60, above the 50-day MA of 99.35, and above the 200-day MA of 95.00, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 59.97 is Neutral, neither overbought nor oversold. The STOCH value of 81.68 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DLN.
DLN Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| DLN | $100.63 | $110.00(9.31% Upside) | $6.43B | 0.28% | 73Outperform |
 JQUA | $75.52 | $89.36(18.32% Upside) | $9.70B | 0.12% | 73Outperform |
 VONE | $341.66 | $429.22(25.63% Upside) | $9.54B | 0.06% | 73Outperform |
 FELC | $42.70 | $52.74(23.52% Upside) | $8.88B | 0.18% | 74Outperform |
 QYLD | $17.89 | $23.77(32.87% Upside) | $8.41B | 0.60% | 74Outperform |
 TCAF | $42.82 | $53.80(25.64% Upside) | $8.15B | 0.31% | 69Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DLN | WisdomTree U.S. LargeCap Dividend Fund | 100.63 | 15.82 | 18.65% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 75.52 | 13.70 | 22.17% | |
| VONE | Vanguard Russell 1000 ETF | 341.66 | 35.48 | 11.59% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 42.70 | 4.97 | 13.16% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 17.89 | 2.40 | 15.52% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 42.82 | 4.28 | 11.12% |
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.