ARCA:EPS

WisdomTree U.S. LargeCap Fund

$ 64.94 0.51 ( +0.79%) 01:00 PM EST
PE Ratio:
50.27
PB Ratio:
3.67
Volume:
34.06K
Dividend Yield %:
1.38
Last Holding update 2025-06-26 502 Stocks (1 new)
Value $1.04 Bil Turnover 2 %
Top Holdings: AAPL(5.45%) GOOGL(5.26%) AMZN(5.19%) MSFT(4.45%) NVDA(4.13%)
Portfolio Report
Registrant: WisdomTree Trust
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

WisdomTree U.S. LargeCap Fund Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

WisdomTree U.S. LargeCap Fund Key Statistics

Name Value
Day's Open ($) 64.54
Day's Range ($) 64.54 - 64.9871
Day's Volume 34,058
52-Week Range ($) 51.31 - 64.9871
Beta 0.96
3-Year Sharpe Ratio 0.48
3-Year Sortino Ratio 0.72
Volatility 12.78
14-Day RSI 74.19
14-Day ATR ($) 0.574577
20-Day SMA ($) 62.913

Fundamental Data

Name Value
Market Cap (Mil $) 1,155.932
Shares Outstanding (Mil) 17.8
PE Ratio 50.27
PE Ratio (10y Range) 13.5 - 50.27
PE Ratio (10y Median) 16.5
PB Ratio 3.67
PB Ratio (10y Range) 2.17 - 9.28
PB Ratio (10y Median) 2.84

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.895
Dividend Yield % 1.38
Dividend Yield % (10y Range) 1.38 - 3.53
Dividend Yield % (10y Median) 1.81
Next Dividend Payment Date
Dividend Frequency Quarterly

EPS WisdomTree U.S. LargeCap Fund Fundamental Charts

Historical TTM Price-to-Earnings for EPS WisdomTree U.S. LargeCap Fund

Historical TTM Price-to-Earnings without NRI for EPS WisdomTree U.S. LargeCap Fund

Historical Price-to-Book Ratio for EPS WisdomTree U.S. LargeCap Fund

Historical Dividend Yields for EPS WisdomTree U.S. LargeCap Fund

WisdomTree U.S. LargeCap Fund Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:EPS

No Available Data

ARCA:EPS is held by these investors

No Available Data
WisdomTree U.S. LargeCap Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
254,833
56,606.1
+2.10%
5.450
+0.11%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
GOOGL
Alphabet Inc
352,952
54,580.5
+2.35%
5.260
+0.12%
0.000
+19.26%
-4.94%
2,184,120.1
Interactive Media
AMZN
Amazon.com Inc
283,031
53,849.5
+2.04%
5.190
+0.10%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
MSFT
Microsoft Corp
123,031
46,184.6
+2.04%
4.450
+0.09%
0.000
+33.94%
+18.80%
3,707,650.2
Software
NVDA
NVIDIA Corp
395,504
42,864.7
+1.68%
4.130
+0.07%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
META
Meta Platforms Inc
66,970
38,598.8
+2.04%
3.720
+0.07%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
JPM
JPMorgan Chase & Co
108,025
26,498.5
+2.04%
2.550
+0.05%
0.000
+30.86%
+25.49%
822,612.0
Banks
BRK.B
Berkshire Hathaway Inc
44,124
23,499.6
+2.04%
2.260
+0.05%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
XOM
Exxon Mobil Corp
157,819
18,769.4
+2.04%
1.810
+0.04%
0.000
+0.71%
+6.21%
483,541.5
Oil & Gas
JNJ
Johnson & Johnson
83,036
13,770.7
+2.04%
1.330
+0.03%
0.000
-1.55%
+9.67%
375,371.5
Drug Manufacturers

WisdomTree U.S. LargeCap Fund's Historical Top Holdings Breakdowns

WisdomTree U.S. LargeCap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.12%
●
154.33 ($181.36) 206.38
$179.53
-1.01%
Add 2.35%
352,952
8,107
AAPL
Apple Inc
2025-03-31
Add
Add
+0.11%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Add 2.1%
254,833
5,241
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.10%
●
190.26 ($217) 242.06
$223.41
2.95%
Add 2.04%
283,031
5,656
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.09%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Add 2.04%
123,031
2,457
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.07%
●
576.36 ($645.17) 736.67
$719.01
11.45%
Add 2.04%
66,970
1,337
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.07%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Add 1.68%
395,504
6,525
DHS
WisdomTree U.S. High Dividend Fund
2025-03-31
Add
Add
+0.07%
●
91.55 ($96.66) 99.74
$98.19
1.58%
Add 193.16%
10,196
6,718
JPM
JPMorgan Chase & Co
2025-03-31
Add
Add
+0.05%
●
225.19 ($254.94) 279.95
$296.00
16.11%
Add 2.04%
108,025
2,156
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.05%
●
442.66 ($486.15) 534.52
$485.00
-0.24%
Add 2.04%
44,124
882
VZ
Verizon Communications Inc
2025-03-31
Add
Add
+0.04%
●
37.81 ($41.63) 46.49
$43.55
4.61%
Add 4.37%
198,153
8,294

WisdomTree U.S. LargeCap Fund Total Holding History ($B)

To

WisdomTree U.S. LargeCap Fund's Asset Allocation

To

WisdomTree U.S. LargeCap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WisdomTree U.S. LargeCap Fund's Hypothetical Growth since 2025-03-31

WisdomTree U.S. LargeCap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

WisdomTree U.S. LargeCap Fund's Holdings Heat Map

Size field:

WisdomTree U.S. LargeCap Fund's Holdings Bubble Chart

WisdomTree U.S. LargeCap Fund News

  • 1

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