DLN - ETF AI Analysis
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WisdomTree U.S. LargeCap Dividend Fund (DLN)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Fund Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Leading Dividend-Paying Blue Chips
Many of the top holdings are large, well-known U.S. companies with established dividend histories, which can provide a steadier income stream.
Broad Sector Diversification
The fund spreads its investments across many sectors, including technology, financials, health care, energy, and consumer stocks, helping reduce the impact if one area of the market struggles.
Negative Factors
Heavy U.S. Market Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering very little geographic diversification if the U.S. market weakens.
Mixed Performance Among Top Holdings
While some major positions have performed strongly, several other large holdings have been weak this year, which can drag on overall returns.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for a large-cap ETF, meaning fees take a somewhat bigger bite out of returns than the cheapest index funds.
DLN vs. SPDR S&P 500 ETF (SPY)
AUM5.98B
RegionNorth America
Expense Ratio0.28%
Beta0.70
IssuerWisdomTree
Inception DateJun 16, 2006
Dividend Yield1.8%
Asset ClassEquity
Index TrackedWisdomTree U.S. LargeCap Dividend Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume207,389
30 Day Avg. Volume176,689
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
107.48Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering309
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
DLN Summary
The WisdomTree U.S. LargeCap Dividend Fund (DLN) is an ETF that follows the WisdomTree U.S. LargeCap Dividend Index, focusing on big, established U.S. companies that pay dividends. It holds well-known names like Apple, Microsoft, Nvidia, JPMorgan Chase, and Exxon Mobil, and spreads your money across many sectors such as technology, finance, health care, and energy. Someone might invest in DLN to seek a mix of dividend income and long-term growth from large, stable companies. A key risk is that the fund’s value 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 a clear tilt toward Big Tech and big banks. Nvidia and Broadcom are doing the heavy lifting, riding strong momentum in AI chips, while Microsoft and Apple look a bit more mixed, with recent gains but some earlier stumbles still weighing on results. JPMorgan and Morgan Stanley add financial muscle and have been generally rising, though not without balance-sheet worries. Energy giants Exxon and Chevron have cooled lately, so they’re no longer driving the bus, but they still help anchor this all‑U.S., dividend-focused portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 3.67% | $218.29M | $4.82T | 74.38% | 76 Outperform | |
| JPMorgan Chase | 3.29% | $195.48M | $824.35B | 21.81% | 72 Outperform | |
| Microsoft | 3.16% | $187.75M | $3.07T | -5.17% | 79 Outperform | |
| Apple | 3.07% | $182.54M | $4.06T | 39.19% | 79 Outperform | |
| Broadcom | 2.46% | $146.24M | $1.97T | 107.50% | 76 Outperform | |
| Exxon Mobil | 2.40% | $142.30M | $638.82B | 48.82% | 74 Outperform | |
| Chevron | 2.02% | $120.01M | $383.67B | 41.90% | 71 Outperform | |
| Johnson & Johnson | 1.85% | $109.88M | $539.70B | 44.64% | 78 Outperform | |
| Alphabet Class A | 1.61% | $95.68M | $4.62T | 133.39% | 85 Outperform | |
| AbbVie | 1.49% | $88.78M | $368.19B | 6.17% | 66 Neutral |
DLN Technical Analysis
Positive
―
Price Trends
91.30
Positive
90.47
Positive
87.71
Positive
Market Momentum
0.86
Negative
60.70
Neutral
65.71
Neutral
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 92.76, equal to the 50-day MA of 91.30, and equal to the 200-day MA of 87.71, indicating a bullish trend. The MACD of 0.86 indicates Negative momentum. The RSI at 60.70 is Neutral, neither overbought nor oversold. The STOCH value of 65.71 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DLN.
DLN Peer Comparison
Comparison Results
Performance Comparison
DLN
WisdomTree U.S. LargeCap Dividend Fund
93.56
17.95
23.74%
PRF
Invesco FTSE RAFI US 1000 ETF
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MGC
Vanguard Mega Cap ETF
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SPYI
NEOS S&P 500 High Income ETF
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RWL
Invesco S&P 500 Revenue 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.
DisclaimerThis 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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