EPSWisdomTree U.S. LargeCap Fund

Grow my money19y track recordRanked #235 of 2,960 in this goal

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

By WisdomTree · Launched 2007

Annual Cost

0.08%

#408 of 5,562 · low cost

Fund Size

$1.6B

#860 of 5,562 · large

Return (1Y)Goal

+25.2%

Track Record

19 years

#446 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,715+27.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Index tracked

WisdomTree US LargeCap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.9% of fund✓ well diversified

NVIDIA Corp

7.2%

Amazon.com Inc

6.0%

Alphabet Inc

6.0%

Apple Inc

5.3%

Microsoft Corp

4.8%

Meta Platforms Inc

3.7%

JPMorgan Chase & Co

2.3%

Berkshire Hathaway Inc

1.9%

Broadcom Inc

1.6%

Exxon Mobil Corp

1.2%

Asset allocation

Stocks

100.0%

By sector

Technology

36.2%

Financial Services

14.4%

Communication

12.8%

Consumer Cyclical

10.6%

Healthcare

9.2%

Industrials

5.1%

Consumer Defensive

3.9%

Energy

3.9%

Other

3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

11.9%Moderate

Year-on-year price swings

Max drawdown

-35.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.16Strong risk-adjusted returns

Sortino (3Y)

1.69Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree U.S. LargeCap Index.
Strategy: Employs a passive management approach designed to track the WisdomTree U.S. LargeCap Index. Uses representative sampling to invest in securities whose characteristics resemble those of the Index, which includes the 500 largest U.S. companies by market capitalization.
Inception date: February 23, 2007
Fund family: WisdomTree