EPS - ETF AI Analysis
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WisdomTree U.S. LargeCap Fund (EPS)
EPS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 1.67B
- Region
- North America
- Expense Ratio
- 0.08%
- Beta
- 0.94
- Issuer
- WisdomTree
- Inception Date
- Feb 23, 2007
- Dividend Yield
- 1.12%
- Asset Class
- Equity
- Index Tracked
- WisdomTree U.S. LargeCap Index
EPS Summary
WisdomTree U.S. LargeCap Fund (EPS) is an ETF that follows the WisdomTree U.S. LargeCap Index, focusing on big, well-known American companies across many industries. Its largest holdings include household names like Apple, Microsoft, Amazon, and Nvidia. Because it spreads your money across many large, established firms, investors might use EPS for long-term growth and broad diversification in the U.S. stock market. However, it is heavily tilted toward technology and other large U.S. stocks, so its value can rise and fall with the overall stock market and tech sector.
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
This fund leans heavily into U.S. Big Tech, with Nvidia, Apple, Microsoft, Alphabet, Amazon, and Meta steering the ship. Nvidia and Apple have been rising steadily, giving the ETF a strong growth engine, while Meta’s recent surge adds extra fuel. Microsoft’s longer-term momentum is solid, even if near-term signals are mixed. On the flip side, Amazon and Alphabet have been a bit lagging lately, occasionally acting like a brake on performance. Overall, it’s a U.S.-centric, tech-heavy story, with a dash of diversification from financials and energy names in the background.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 NVDA | Nvidia | 7.38% | $121.93M | $5.16T | 17.78% | 76Outperform |
 AMZN | Amazon | 5.80% | $95.84M | $2.70T | 16.57% | 71Outperform |
 GOOGL | Alphabet Class A | 5.75% | $94.93M | $4.15T | 35.45% | 85Outperform |
 AAPL | Apple | 5.87% | $96.94M | $5.01T | 38.80% | 79Outperform |
 MSFT | Microsoft | 4.69% | $77.47M | $3.93T | 3.41% | 79Outperform |
 META | Meta Platforms | 3.53% | $58.29M | $1.81T | -0.39% | 76Outperform |
 JPM | JPMorgan Chase | 2.09% | $34.59M | $903.04B | 13.79% | 72Outperform |
 BRK.B | Berkshire Hathaway B | 1.75% | $28.88M | $1.14T | 8.84% | 66Neutral |
 XOM | Exxon Mobil | 1.54% | $25.48M | $735.95B | 61.77% | 74Outperform |
 MU | Micron | 1.37% | $22.61M | $994.34B | 333.93% | 79Outperform |
EPS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPS, the sentiment is Negative. The current price of 80.03 is below the 20-day moving average (MA) of 80.84, below the 50-day MA of 80.63, and above the 200-day MA of 75.43, indicating a neutral trend. The MACD of 0.15 indicates Positive momentum. The RSI at 43.68 is Neutral, neither overbought nor oversold. The STOCH value of 22.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EPS.
EPS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| EPS | $80.03 | $90.00(12.46% Upside) | $1.67B | 0.08% | 74Outperform |
 JQUA | $74.89 | $88.35(17.97% Upside) | $9.32B | 0.12% | 73Outperform |
 VONE | $344.66 | $424.67(23.21% Upside) | $9.14B | 0.06% | 73Outperform |
 TCAF | $43.02 | $53.07(23.35% Upside) | $8.87B | 0.31% | 69Neutral |
 FELC | $43.24 | $52.33(21.03% Upside) | $8.84B | 0.18% | 74Outperform |
 QYLD | $18.32 | $23.52(28.41% Upside) | $8.56B | 0.60% | 76Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| EPS | WisdomTree U.S. LargeCap Fund | 80.03 | 11.83 | 17.34% | |
| JQUA | JPMorgan U.S. Quality Factor ETF | 74.89 | 12.82 | 20.65% | |
| VONE | Vanguard Russell 1000 ETF | 344.66 | 43.25 | 14.35% | |
| TCAF | T. Rowe Price Capital Appreciation Equity ETF | 43.02 | 4.80 | 12.56% | |
| FELC | Fidelity Enhanced Large Cap Core ETF | 43.24 | 6.15 | 16.58% | |
| QYLD | Global X NASDAQ 100 Covered Call ETF | 18.32 | 2.86 | 18.48% |
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.