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DLN - ETF AI Analysis
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WisdomTree U.S. LargeCap Dividend Fund (DLN)
Rating:74Outperform
Price Target:
$98.00
Positive Factors
Strong Top Holdings
Several top positions, including Nvidia, Johnson & Johnson, and AbbVie, have delivered strong year-to-date performance, boosting the fund’s returns.
Sector Diversification
The ETF is spread across multiple sectors, including Financials, Technology, and Health Care, reducing reliance on any single industry.
Reasonable Expense Ratio
The fund’s expense ratio is relatively low, making it cost-effective compared to many actively managed funds.
Negative Factors
High U.S. Concentration
The ETF is heavily focused on U.S. companies, with minimal exposure to international markets, limiting geographic diversification.
Underperforming Holdings
Some major holdings, such as Apple and Exxon Mobil, have shown weaker year-to-date performance, which could drag on overall returns.
Overweight in Financials and Technology
The fund has significant exposure to Financials and Technology sectors, increasing vulnerability to sector-specific downturns.
DLN vs. SPDR S&P 500 ETF (SPY)
AUM5.41B
RegionNorth America
Expense Ratio0.28%
Beta0.72
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield1.9%
Asset ClassEquity
Index TrackedWisdomTree U.S. LargeCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume164,581
30 Day Avg. Volume165,136
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
98.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering306
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DLN Summary
The WisdomTree U.S. LargeCap Dividend Fund (DLN) is an ETF that focuses on large U.S. companies known for paying dividends. It tracks the WisdomTree U.S. LargeCap Dividend Index, offering exposure to financially stable companies that provide regular income through dividends. Some of its top holdings include Microsoft and JPMorgan Chase, which are well-known and influential businesses. This ETF is a good choice for investors looking for a mix of income and potential long-term growth. However, since it invests heavily in dividend-paying stocks, its performance can be affected by changes in the broader market or economic conditions.
How much will it cost me?The WisdomTree U.S. LargeCap Dividend Fund (DLN) has an expense ratio of 0.28%, meaning you’ll pay $2.80 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs because it focuses on a specific strategy of investing in dividend-paying large-cap stocks, which requires more specialized management.
What would affect this ETF?The WisdomTree U.S. LargeCap Dividend Fund (DLN) could benefit from stable economic conditions and a focus on dividend-paying stocks, which tend to perform well during periods of market uncertainty. Positive trends in technology and healthcare sectors, which are significant holdings, may also drive growth. However, rising interest rates or economic slowdowns could negatively impact dividend-paying companies, and sector-specific challenges, such as regulatory changes in healthcare or energy, may pose risks.
DLN Top 10 Holdings
The WisdomTree U.S. LargeCap Dividend Fund (DLN) leans heavily on dividend-paying giants, with a notable tilt toward technology and financials. Microsoft and Nvidia are driving the fund’s performance, riding the wave of AI innovation and cloud growth, while Apple’s steady gains add to the tech sector’s strength. On the flip side, JPMorgan Chase has seen mixed results, and Philip Morris is lagging, dampening momentum. With its U.S.-centric portfolio and a focus on reliable income, DLN offers a blend of stability and growth, though its sector concentration may leave it exposed to tech volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| JPMorgan Chase | 4.21% | $226.70M | $848.47B | 32.59% | 72 Outperform | |
| Microsoft | 4.12% | $221.91M | $3.77T | 16.85% | 82 Outperform | |
| Apple | 3.75% | $201.95M | $3.99T | 18.75% | 80 Outperform | |
| Nvidia | 3.33% | $179.30M | $4.74T | 26.33% | 85 Outperform | |
| Johnson & Johnson | 3.29% | $177.34M | $448.13B | 19.29% | 78 Outperform | |
| Exxon Mobil | 2.58% | $139.17M | $479.41B | -5.49% | 75 Outperform | |
| AbbVie | 2.14% | $115.57M | $383.12B | 9.24% | 62 Neutral | |
| Chevron | 1.79% | $96.27M | $312.56B | -2.44% | 74 Outperform | |
| Philip Morris | 1.70% | $91.72M | $231.01B | 21.10% | 62 Neutral | |
| Walmart | 1.61% | $86.91M | $809.01B | 21.26% | 75 Outperform |
DLN Technical Analysis
Neutral
―
Price Trends
86.24
Negative
84.55
Positive
81.22
Positive
Market Momentum
0.05
Positive
43.86
Neutral
15.32
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DLN, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 86.65, equal to the 50-day MA of 86.24, and equal to the 200-day MA of 81.22, indicating a neutral trend. The MACD of 0.05 indicates Positive momentum. The RSI at 43.86 is Neutral, neither overbought nor oversold. The STOCH value of 15.32 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for DLN.
DLN Peer Comparison
Comparison Results
Performance Comparison
DLN
WisdomTree U.S. LargeCap Dividend Fund
86.02
6.43
8.08%
DUHP
Dimensional US High Profitability ETF
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MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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FTCS
First Trust Capital Strength ETF
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QYLD
Global X NASDAQ 100 Covered Call ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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