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EPS - ETF AI Analysis
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WisdomTree U.S. LargeCap Fund (EPS)
Rating:75Outperform
Price Target:
$78.00
Positive Factors
Strong Top Holdings
Several key positions, such as Nvidia, Alphabet, and Microsoft, have delivered strong year-to-date performance, driving the fund's returns.
Low Expense Ratio
The ETF has a very low expense ratio compared to industry averages, making it cost-efficient for investors.
Sector Diversification
The fund is spread across multiple sectors, including technology, financials, and health care, reducing reliance on any single industry.
Negative Factors
High Technology Exposure
With over 27% of the portfolio in technology, the fund is heavily reliant on the performance of this sector, increasing risk during tech downturns.
Limited Geographic Exposure
The ETF is almost entirely focused on U.S. companies, offering little diversification across global markets.
Recent Short-Term Weakness
The fund experienced a slight decline in one-month performance, signaling potential short-term volatility.
EPS vs. SPDR S&P 500 ETF (SPY)
AUM1.30B
RegionNorth America
Expense Ratio0.08%
Beta0.92
IssuerWisdomTree
Inception DateFeb 23, 2007
Dividend Yield1.29%
Asset ClassEquity
Index TrackedWisdomTree U.S. LargeCap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume56,242
30 Day Avg. Volume60,106
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
80.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering504
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPS Summary
The WisdomTree U.S. LargeCap Fund (EPS) is an ETF that focuses on large-cap U.S. companies, offering exposure to some of the biggest and most established names in the market. It follows the WisdomTree U.S. LargeCap Index and includes industry leaders like Apple and Microsoft. With a diverse mix of sectors such as technology, healthcare, and financials, this ETF is designed for investors seeking stable growth and diversification in their portfolios. Its earnings-weighted approach emphasizes financially strong companies, which can help enhance returns over time. However, new investors should note that the fund’s performance is closely tied to the overall U.S. stock market, meaning it can go up or down depending on market conditions.
How much will it cost me?The WisdomTree U.S. LargeCap Fund (EPS) has an expense ratio of 0.08%, meaning you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The WisdomTree U.S. LargeCap Fund (EPS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Apple, Microsoft, and Nvidia. However, rising interest rates or economic slowdowns could negatively impact the financial and consumer cyclical sectors, which are also key components of this ETF. Regulatory changes or geopolitical tensions affecting large-cap U.S. companies could further influence its future performance.
EPS Top 10 Holdings
The WisdomTree U.S. LargeCap Fund leans heavily into technology, with names like Alphabet and Nvidia driving performance thanks to their strong positioning in AI and cloud services. Apple and Microsoft are steady contributors, though their premium valuations may temper enthusiasm. On the flip side, Amazon and Meta Platforms have shown mixed results, with Amazon lagging due to challenges in AWS margins and supply constraints. Financials like JPMorgan Chase add diversification but face headwinds from credit costs. Overall, the fund’s U.S.-centric focus and tech-heavy tilt make it a bet on innovation and stability.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 8.14% | $106.26M | $3.43T | 67.15% | 80 Outperform | |
| Nvidia | 6.66% | $86.93M | $5.03T | 47.87% | 85 Outperform | |
| Amazon | 5.86% | $76.48M | $2.72T | 27.32% | 76 Outperform | |
| Apple | 5.59% | $72.92M | $3.98T | 20.41% | 80 Outperform | |
| Microsoft | 5.19% | $67.75M | $3.84T | 25.66% | 82 Outperform | |
| Meta Platforms | 3.47% | $45.34M | $1.61T | 11.40% | 71 Outperform | |
| JPMorgan Chase | 2.70% | $35.25M | $850.64B | 39.67% | 70 Outperform | |
| Berkshire Hathaway B | 1.70% | $22.25M | $1.03T | 6.88% | 66 Neutral | |
| Exxon Mobil | 1.46% | $19.03M | $484.99B | -4.37% | 75 Outperform | |
| Johnson & Johnson | 1.26% | $16.39M | $448.76B | 17.62% | 78 Outperform |
EPS Technical Analysis
Positive
―
Price Trends
68.55
Positive
66.58
Positive
63.26
Positive
Market Momentum
0.48
Negative
54.72
Neutral
65.13
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 69.20, equal to the 50-day MA of 68.55, and equal to the 200-day MA of 63.26, indicating a bullish trend. The MACD of 0.48 indicates Negative momentum. The RSI at 54.72 is Neutral, neither overbought nor oversold. The STOCH value of 65.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPS.
EPS Peer Comparison
Comparison Results
Performance Comparison
EPS
WisdomTree U.S. LargeCap Fund
69.63
8.10
13.16%
DUHP
Dimensional US High Profitability ETF
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MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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FTCS
First Trust Capital Strength ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
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.Date of analysis: ―
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