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QSYWisdomTree U.S. Quality Shareholder Yield Fund

Grow my money#651 of 2944 for Grow my money

The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.S. equity securities that provide a high "total shareholder yield" and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund is non-diversified.

WisdomTree · Since 2007 (19 years)

Annual Cost

0.38%

#1680 out of 5,332 ETFs

Fund Size

$97M

#2763 out of 5,332 ETFs

Dividend Yield

1.50%

Track Record

19 years

#465 out of 5,332 ETFs

Performance

1 Year

+26.5%

3 Years

+22.0%

5 Years

+13.1%

What's inside

Asset class
Strategy
index tracking
Cap
multi cap
Factor
multifactor

Asset allocation

Stocks
100.0%

Sector breakdown

Financial Services
22.9%
Consumer Cyclical
14.6%
Technology
14.5%
Healthcare
12.4%
Industrials
11.5%
Consumer Defensive
6.5%
Communication
6.2%
Energy
5.5%
Other
6.0%

Top holdings

eBay IncEBAY2.1%
Credit Acceptance CorpCACC1.8%
DaVita IncDVA1.7%
Waters CorpWAT1.6%
Juniper Networks IncJNPR1.6%
Goldman Sachs Group IncGS1.5%
Allstate CorpALL1.5%
People's United Financial IncPBCT1.5%
Oracle CorpORCL1.4%
Lumen Technologies Inc Ordinary SharesLUMN1.4%

Risk profile

Volatility (1Y)

12.5%

Moderate

Max drawdown

-90.0%

Worst peak-to-trough loss

Sharpe (3Y)

1.15

Excellent risk-adjusted returns

Sortino (3Y)

1.72

Good downside protection

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Data updated on 2026-05-05