DLN - ETF AI Analysis

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WisdomTree U.S. LargeCap Dividend Fund (DLN)

Rating:73Outperform

Price Target:―

DLN, the WisdomTree U.S. LargeCap Dividend Fund, earns a solid overall rating thanks to strong, diversified leaders like Microsoft, Apple, and Nvidia, which benefit from robust financial performance and long-term growth drivers in cloud, AI, and consumer technology. Energy and healthcare names such as Exxon Mobil, Chevron, and Johnson & Johnson further support the fund with solid earnings and dividends, though some holdings like AbbVie and Philip Morris, which face financial stability concerns and bearish technical signals, modestly weigh on the rating. The main risk is that several key positions are in a few sectors (technology, energy, and healthcare), which could hurt performance if those areas fall out of favor.

Positive Factors

Large, Established Dividend Payers

The fund holds many well-known, financially solid U.S. companies that are recognized for paying dividends, which can provide a steadier income stream.

Broad Sector Diversification

Exposure across many sectors, including financials, technology, health care, and energy, helps reduce the impact if any one industry struggles.

Strong Asset Base

The fund manages a large pool of assets, which can support trading liquidity and signal ongoing investor interest.

Negative Factors

Recent Weakness in Key Tech and Bank Holdings

Several of the largest positions in technology and financials have shown weak recent performance, which can drag on the fund’s returns.

Heavy U.S. Concentration

Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification.

Moderate Expense Ratio

The fund’s fees are not especially low for a large-cap U.S. equity ETF, which slightly reduces the net return to investors over time.

DLN vs. SPDR S&P 500 ETF (SPY)

AUM5.89B

RegionNorth America

Expense Ratio0.28%

Beta0.71

IssuerWisdomTree

Inception DateJun 16, 2006

Dividend Yield1.79%

Asset ClassEquity

Index TrackedWisdomTree U.S. LargeCap Dividend Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume172,231

30 Day Avg. Volume222,471

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

104.85

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering310

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

DLN Summary

DLN is the WisdomTree U.S. LargeCap Dividend Fund, an ETF that follows the WisdomTree U.S. LargeCap Dividend Index. It invests mainly in large, established U.S. companies that pay dividends, across many sectors like technology, finance, and health care. Well-known holdings include Microsoft and JPMorgan Chase. Someone might invest in DLN to get a mix of potential long-term growth plus regular dividend income, while spreading risk across many big companies. A key risk is that the value of the fund can still go up and down with the overall stock market.

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

DLN leans heavily on U.S. blue chips, with Big Tech and big banks setting the tone. Microsoft, Apple, and Broadcom have been losing steam lately, so the tech engine that usually pulls the market higher is sputtering a bit here. Nvidia is more mixed, with long-term AI excitement but choppier recent trading. On the flip side, Exxon Mobil and Chevron are giving the fund a lift as energy stays in favor, while steady names like Johnson & Johnson and Philip Morris help smooth out the ride in this all‑U.S., dividend-focused lineup.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
JPM	JPMorgan Chase	3.33%	$196.66M	$866.44B	16.94%	72 Outperform
XOM	Exxon Mobil	3.14%	$185.00M	$639.28B	40.86%	74 Outperform
MSFT	Microsoft	3.10%	$182.91M	$3.07T	1.11%	79 Outperform
AAPL	Apple	3.04%	$179.13M	$4.02T	15.94%	79 Outperform
NVDA	Nvidia	2.99%	$176.29M	$4.58T	44.91%	76 Outperform
CVX	Chevron	2.23%	$131.44M	$366.98B	17.88%	71 Outperform
AVGO	Broadcom	2.04%	$120.16M	$1.61T	45.52%	76 Outperform
JNJ	Johnson & Johnson	1.94%	$114.60M	$574.26B	53.70%	78 Outperform
ABBV	AbbVie	1.59%	$93.75M	$393.14B	15.68%	66 Neutral
PM	Philip Morris	1.52%	$89.65M	$284.39B	21.31%	61 Neutral

DLN Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

89.44

Positive

100DMA

87.89

Positive

200DMA

84.57

Positive

Market Momentum

MACD

1.15

Negative

RSI

74.54

Negative

STOCH

92.32

Negative

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For DLN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 91.11, equal to the 50-day MA of 89.44, and equal to the 200-day MA of 84.57, indicating a bullish trend. The MACD of 1.15 indicates Negative momentum. The RSI at 74.54 is Negative, neither overbought nor oversold. The STOCH value of 92.32 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DLN.

DLN Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
DLN	―	―	$5.89B	0.28%	―
MGC	―	―	$9.52B	0.05%	―
PRF	―	―	$9.11B	0.34%	―
FTCS	―	―	$8.49B	0.52%	―
QQQI	―	―	$8.47B	0.68%	―
QYLD	―	―	$8.24B	0.61%	―

Performance Comparison

DLN

WisdomTree U.S. LargeCap Dividend Fund

93.64

13.81

17.30%

MGC

Vanguard Mega Cap ETF

―

PRF

Invesco FTSE RAFI US 1000 ETF

―

FTCS

First Trust Capital Strength ETF

―

QQQI

NEOS Nasdaq 100 High Income ETF

―

QYLD

Global X NASDAQ 100 Covered Call ETF

―

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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