EPS - ETF AI Analysis
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WisdomTree U.S. LargeCap Fund (EPS)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The fund has shown solid gains so far this year and over the past month, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and internet companies, have delivered strong year-to-date performance that supports the fund’s returns.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can increase the fund’s sensitivity to swings in that sector.
Mixed Performance Among Top Holdings
Some major positions, including large technology and financial names, have shown weak or negative performance this year, which can drag on overall results.
Limited International Diversification
The fund is almost entirely invested in U.S. companies, offering very little exposure to markets outside the United States.
EPS vs. SPDR S&P 500 ETF (SPY)
AUM1.46B
RegionNorth America
Expense Ratio0.08%
Beta0.93
IssuerWisdomTree
Inception DateFeb 23, 2007
Dividend Yield1.22%
Asset ClassEquity
Index TrackedWisdomTree U.S. LargeCap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume52,158
30 Day Avg. Volume57,182
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
86.10Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering503
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
EPS Summary
The WisdomTree U.S. LargeCap Fund (EPS) is an ETF that follows the WisdomTree U.S. LargeCap Index, focusing on many of the biggest and most established U.S. companies. It holds well-known names like Apple, Microsoft, Amazon, and Nvidia, and spreads investments across many sectors, including technology, finance, and health care. Someone might invest in this ETF to get broad, one-stop exposure to leading U.S. stocks and to seek long-term growth and diversification in their portfolio. A key risk is that it is heavily tilted toward large U.S. tech companies, so its value can rise and fall sharply with that part of the market.
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
EPS is riding a powerful U.S. mega-cap tech wave, with Nvidia, Amazon, Alphabet, Apple, Microsoft, and Meta doing most of the heavy lifting. Nvidia and Broadcom are sprinting ahead on AI enthusiasm, while Amazon and Alphabet add steady fuel through cloud and digital advertising. Apple looks more mixed, with recent gains but a year that’s been losing a bit of steam, and Microsoft’s performance has been choppy despite strong fundamentals. Outside tech, Berkshire Hathaway is lagging, and Exxon Mobil’s energy rebound adds a cyclical twist to this very U.S.-centric, tech-tilted story.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.43% | $108.26M | $4.85T | 87.58% | 76 Outperform | |
| Amazon | 6.39% | $93.10M | $2.74T | 36.74% | 71 Outperform | |
| Alphabet Class A | 6.20% | $90.32M | $4.09T | 112.76% | 85 Outperform | |
| Apple | 5.07% | $73.94M | $4.01T | 31.22% | 79 Outperform | |
| Microsoft | 3.99% | $58.10M | $3.09T | 7.34% | 79 Outperform | |
| Meta Platforms | 3.54% | $51.54M | $1.67T | 23.63% | 76 Outperform | |
| JPMorgan Chase | 2.09% | $30.42M | $840.64B | 27.41% | 72 Outperform | |
| Broadcom | 1.81% | $26.44M | $1.99T | 123.19% | 76 Outperform | |
| Berkshire Hathaway B | 1.67% | $24.37M | $1.01T | -11.49% | 66 Neutral | |
| Exxon Mobil | 1.40% | $20.44M | $625.69B | 38.57% | 74 Outperform |
EPS Technical Analysis
Positive
―
Price Trends
70.46
Positive
70.77
Positive
68.99
Positive
Market Momentum
1.29
Negative
69.02
Neutral
89.02
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 70.88, equal to the 50-day MA of 70.46, and equal to the 200-day MA of 68.99, indicating a bullish trend. The MACD of 1.29 indicates Negative momentum. The RSI at 69.02 is Neutral, neither overbought nor oversold. The STOCH value of 89.02 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for EPS.
EPS Peer Comparison
Comparison Results
Performance Comparison
EPS
WisdomTree U.S. LargeCap Fund
74.07
17.17
30.18%
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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