EPS - ETF AI Analysis
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WisdomTree U.S. LargeCap Fund (EPS)
Rating:74Outperform
Price Target:―
Positive Factors
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Broad Sector Diversification
Holdings spread across technology, financials, communication services, consumer sectors, health care, and more help reduce the impact if any one industry struggles.
Exposure to Major U.S. Blue-Chip Names
Top positions in large, well-known companies like Alphabet, Amazon, Microsoft, and Berkshire Hathaway provide exposure to established market leaders.
Negative Factors
Recent Weak Overall Performance
The fund’s returns have been soft so far this year and over the past month, which may concern investors looking for near-term strength.
Heavy Tilt Toward Technology
A large allocation to technology stocks, including several top holdings that have recently been weak, increases the fund’s sensitivity to downturns in that sector.
Very High U.S. Concentration
With almost all assets in U.S. companies and very little overseas exposure, the fund offers limited diversification across global markets.
EPS vs. SPDR S&P 500 ETF (SPY)
AUM1.35B
RegionNorth America
Expense Ratio0.08%
Beta0.91
IssuerWisdomTree
Inception DateFeb 23, 2007
Dividend Yield1.28%
Asset ClassEquity
Index TrackedWisdomTree U.S. LargeCap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume53,044
30 Day Avg. Volume57,993
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
85.94Price Target Upside― Downside
Rating ConsensusModerate 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 owns a wide mix of sectors, with a lot in technology and finance, and includes well-known names like Apple, Microsoft, Amazon, and Nvidia. Investors might consider EPS for broad diversification across leading U.S. stocks and the potential for long-term growth from large, profitable companies. A key risk is that it is heavily tilted toward large U.S. tech-related stocks, 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 on the shoulders of Big Tech, with Nvidia and Meta still humming along as key growth engines, while Apple looks steady but no longer sprinting ahead. Amazon and Microsoft have been lagging lately, acting as a bit of a brake on the fund’s momentum despite their long-term strength in cloud and AI. Alphabet sits in the middle of the pack with mixed recent moves. Outside tech, Exxon Mobil has been a bright spot, giving the U.S.-only portfolio an energy boost that helps balance its heavy tech tilt.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.21% | $97.25M | $4.38T | 48.15% | 76 Outperform | |
| Alphabet Class A | 5.94% | $80.15M | $3.65T | 82.66% | 85 Outperform | |
| Amazon | 5.59% | $75.42M | $2.23T | 4.91% | 71 Outperform | |
| Apple | 4.99% | $67.30M | $3.67T | 17.16% | 79 Outperform | |
| Microsoft | 4.08% | $55.00M | $2.94T | 1.80% | 79 Outperform | |
| Meta Platforms | 3.54% | $47.74M | $1.55T | 1.00% | 76 Outperform | |
| JPMorgan Chase | 2.05% | $27.68M | $764.45B | 21.94% | 72 Outperform | |
| Berkshire Hathaway B | 1.87% | $25.25M | $1.06T | -4.77% | 66 Neutral | |
| Exxon Mobil | 1.58% | $21.29M | $650.52B | 39.52% | 74 Outperform | |
| Broadcom | 1.50% | $20.18M | $1.53T | 64.75% | 76 Outperform |
EPS Technical Analysis
Negative
―
Price Trends
71.31
Negative
70.71
Negative
68.12
Positive
Market Momentum
-0.50
Positive
43.25
Neutral
27.46
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For EPS, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 70.75, equal to the 50-day MA of 71.31, and equal to the 200-day MA of 68.12, indicating a neutral trend. The MACD of -0.50 indicates Positive momentum. The RSI at 43.25 is Neutral, neither overbought nor oversold. The STOCH value of 27.46 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for EPS.
EPS Peer Comparison
Comparison Results
Performance Comparison
EPS
WisdomTree U.S. LargeCap Fund
69.89
11.34
19.37%
QQQI
NEOS Nasdaq 100 High Income 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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QYLD
Global X NASDAQ 100 Covered Call ETF
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RWL
Invesco S&P 500 Revenue 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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