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DLNWisdomTree U.S. LargeCap Dividend Fund

Grow my moneyGet income#141 of 1640 for Get income

Seeks to track the price and yield performance of the WisdomTree U.S. LargeCap Dividend Index.

WisdomTree · Since 2006 (19 years)

Annual Cost

0.28%

#1170 out of 5,332 ETFs

Fund Size

$5.6B

#375 out of 5,332 ETFs

Dividend Yield

1.91%

Track Record

19 years

#319 out of 5,332 ETFs

Performance

1 Year

+24.7%

3 Years

+17.7%

5 Years

+12.2%

What's inside

Asset class
Strategy
index tracking
Cap
large
Factor
dividend

Asset allocation

Stocks
100.0%

Sector breakdown

Technology
17.5%
Financial Services
17.3%
Healthcare
13.7%
Consumer Defensive
10.0%
Energy
9.1%
Industrials
8.4%
Communication
7.3%
Utilities
6.0%
Other
10.6%

Top holdings

JPMorgan Chase & CoJPM3.2%
Exxon Mobil CorpXOM3.1%
Microsoft CorpMSFT3.0%
Apple IncAAPL2.9%
NVIDIA CorpNVDA2.8%
Chevron CorpCVX2.2%
Johnson & JohnsonJNJ2.1%
Broadcom IncAVGO1.9%
AbbVie IncABBV1.7%
Philip Morris International IncPM1.5%

Risk profile

Volatility (1Y)

9.4%

Moderate

Max drawdown

-35.8%

Worst peak-to-trough loss

Sharpe (3Y)

1.15

Excellent risk-adjusted returns

Sortino (3Y)

1.68

Good downside protection

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Data updated on 2026-05-05