EPS - ETF AI Analysis
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WisdomTree U.S. LargeCap Fund (EPS)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The fund’s returns over the year to date and recent months have been strong, showing solid momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and internet companies, have delivered strong gains that support the ETF’s performance.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the portfolio is in the technology sector, which can increase sensitivity to swings in tech stocks.
Mixed Results Among Top Holdings
Some major positions have shown weak or negative performance recently, which can drag on the fund’s overall results.
Very High U.S. Concentration
The ETF is almost entirely invested in U.S. companies, offering very limited geographic diversification outside the United States.
EPS vs. SPDR S&P 500 ETF (SPY)
AUM1.59B
RegionNorth America
Expense Ratio0.08%
Beta0.93
IssuerWisdomTree
Inception DateFeb 23, 2007
Dividend Yield1.16%
Asset ClassEquity
Index TrackedWisdomTree U.S. LargeCap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume50,500
30 Day Avg. Volume51,269
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
94.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering504
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPS Summary
WisdomTree U.S. LargeCap Fund (EPS) is an ETF that follows the WisdomTree U.S. LargeCap Index, focusing on big, well-known American companies across many industries. Its largest holdings include household names like Apple, Microsoft, Amazon, and Nvidia. Because it spreads your money across many large, established firms, investors might use EPS for long-term growth and broad diversification in the U.S. stock market. However, it is heavily tilted toward technology and other large U.S. stocks, so its value can rise and fall with the overall stock market and tech sector.
How much will it cost me?The WisdomTree U.S. LargeCap Fund (EPS) has an expense ratio of 0.08%, meaning you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The WisdomTree U.S. LargeCap Fund (EPS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Apple, Microsoft, and Nvidia. However, rising interest rates or economic slowdowns could negatively impact the financial and consumer cyclical sectors, which are also key components of this ETF. Regulatory changes or geopolitical tensions affecting large-cap U.S. companies could further influence its future performance.
EPS Top 10 Holdings
This ETF leans heavily on U.S. tech titans, with Nvidia, Alphabet, Amazon, Apple, Microsoft, and Meta steering the ship alongside a supporting cast of financials like JPMorgan. Micron has been the real rocket booster lately, surging on AI chip optimism, while Nvidia and Broadcom are still key engines despite some recent choppiness. On the flip side, Microsoft and Meta have been losing a bit of altitude this year, acting as mild drags. Overall, it’s a U.S.-centric, Big Tech–tilted fund where semis and mega-cap platforms call the shots.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.30% | $116.32M | $5.02T | 24.17% | 76 Outperform | |
| Alphabet Class A | 6.00% | $95.67M | $4.22T | 79.83% | 85 Outperform | |
| Amazon | 5.88% | $93.77M | $2.66T | 7.25% | 71 Outperform | |
| Apple | 5.72% | $91.17M | $4.81T | 52.18% | 79 Outperform | |
| Microsoft | 3.60% | $57.46M | $2.95T | -22.84% | 79 Outperform | |
| Meta Platforms | 3.27% | $52.14M | $1.63T | -12.11% | 76 Outperform | |
| JPMorgan Chase | 2.17% | $34.64M | $925.05B | 17.34% | 72 Outperform | |
| Berkshire Hathaway B | 1.65% | $26.31M | $1.06T | 1.40% | 66 Neutral | |
| Broadcom | 1.57% | $25.03M | $1.84T | 39.87% | 76 Outperform | |
| Micron | 1.55% | $24.75M | $1.10T | 773.60% | 79 Outperform |
EPS Technical Analysis
Neutral
―
Price Trends
77.72
Negative
74.50
Positive
72.29
Positive
Market Momentum
0.19
Positive
45.45
Neutral
35.73
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 78.00, equal to the 50-day MA of 77.72, and equal to the 200-day MA of 72.29, indicating a neutral trend. The MACD of 0.19 indicates Positive momentum. The RSI at 45.45 is Neutral, neither overbought nor oversold. The STOCH value of 35.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for EPS.
EPS Peer Comparison
Comparison Results
Performance Comparison
EPS
WisdomTree U.S. LargeCap Fund
77.34
12.34
18.98%
MGC
Vanguard Mega Cap ETF
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PRF
Invesco FTSE RAFI US 1000 ETF
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RWL
Invesco S&P 500 Revenue ETF
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VFLO
VictoryShares Free Cash Flow ETF
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VONE
Vanguard Russell 1000 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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