EPSWisdomTree U.S. LargeCap Fund
Tracks the price and yield performance of the WisdomTree U.S. LargeCap Index.
By WisdomTree · Launched 2007
Annual Cost
0.08%
#275 of 5,861 · low cost
Fund Size
$1.6B
#873 of 5,861 · large
Return (1Y)Goal
+21.4%
Track Record
19 years
#437 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,071+20.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Index tracked
WisdomTree US LargeCap Index
What it actually holds
By weightConcentration
Top 10 holdings = 37.9% of fund✓ well diversified
NVIDIA Corp.
7.1%
Alphabet Inc.
5.7%
Amazon.com, Inc.
5.7%
Apple Inc.
5.1%
Microsoft Corp.
3.9%
Meta Platforms Inc
3.3%
JPMorgan Chase & Co.
2.1%
Berkshire Hathaway Inc.
1.9%
Exxon Mobil Corp.
1.7%
Broadcom Inc
1.5%
Asset allocation
Stocks
100.0%
By sector
Technology
35.7%
Financial Services
15.4%
Communication
11.9%
Consumer Cyclical
10.0%
Healthcare
9.8%
Industrials
5.5%
Consumer Defensive
4.0%
Energy
3.7%
Other
4.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
12.2%Moderate
Year-on-year price swings
Max drawdown
-35.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.07Strong risk-adjusted returns
Sortino (3Y)
1.56Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree U.S. LargeCap Index.
- Strategy
- Employs a passive management approach to track the WisdomTree U.S. LargeCap Index, investing in the 500 largest U.S. companies by market capitalization. The Fund has significant exposure to the Information Technology and Financials sectors, reflecting the Index's characteristics.
- Inception date
- February 23, 2007
- Fund family
- WisdomTree
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Data updated on 2026-08-04