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WisdomTree U.S. Earnings 500 Fund (EPS)EPS
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Upturn Advisory Summary
09/18/2024: EPS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -2.33% | Upturn Advisory Performance  2 | Avg. Invested days: 45 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -2.33% | Avg. Invested days: 45 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 37178 | Beta 0.94 |
52 Weeks Range 43.06 - 59.23 | Updated Date 09/19/2024 |
52 Weeks Range 43.06 - 59.23 | Updated Date 09/19/2024 |
AI Summarization
Overview of ETF WisdomTree U.S. Earnings 500 Fund (EPS)
Profile
Target Sector: Large-cap U.S. equities
Asset Allocation: Primarily invests in common stocks of approximately 500 large-cap U.S. companies selected based on their expected earnings growth
Investment Strategy: Employs a proprietary research-driven methodology to identify companies with high earnings growth potential
Objective
The primary investment goal of the ETF is to provide capital appreciation and income by investing in a portfolio of high expected earnings growth U.S. companies.
Issuer
Issuer: WisdomTree Investments, Inc. (WETF)
Reputation and Reliability: WisdomTree Investments is a well-established asset manager with a strong track record. The firm has been in operation since 1998 and currently manages over $92 billion in assets across various ETFs and other investment products.
Management: The ETF is managed by a team of experienced portfolio managers led by Jeremy Schwartz, the firm's Global Head of Research. The management team has a long history of success in identifying and investing in growth companies.
Market Share
EPS has a market share of approximately 0.5% in the large-cap U.S. equity ETF space.
Total Net Assets
The ETF has approximately $545 million in total net assets as of October 26, 2023.
Moat
Competitive Advantages:
- Proprietary research-driven investment methodology
- Experienced management team with a proven track record
- Focused portfolio of high-quality companies
- Lower expense ratio compared to other similar ETFs
Financial Performance
Historical Performance: EPS has outperformed the S&P 500 Index on a risk-adjusted basis since its inception in 2010.
Benchmark Comparison: EPS has historically outperformed the S&P 500 Index over 1-year, 3-year, and 5-year periods.
Growth Trajectory
EPS has shown consistent growth in assets under management and trading volume in recent years. This indicates strong investor interest and confidence in the ETF.
Liquidity
Average Trading Volume: EPS has an average daily trading volume of over 300,000 shares, indicating good liquidity.
Bid-Ask Spread: The ETF has a tight bid-ask spread, making it relatively inexpensive to trade.
Market Dynamics
Factors Affecting ETF's Market Environment:
- Economic growth
- Interest rate levels
- Earnings growth expectations
- Market volatility
Competitors
Key competitors of EPS include:
- iShares S&P 500 Growth ETF (IVW)
- Vanguard Growth ETF (VUG)
- SPDR S&P 500 Growth ETF (SPYG)
Expense Ratio
The ETF has an expense ratio of 0.35%, which is lower than the average expense ratio for similar ETFs.
Investment Approach and Strategy
Strategy: EPS tracks the WisdomTree Earnings 500 Index, which is comprised of approximately 500 large-cap U.S. companies selected based on their expected earnings growth.
Composition: The ETF primarily holds common stocks of large-cap U.S. companies.
Key Points
- Invests in high expected earnings growth U.S. companies
- Outperformed the S&P 500 Index on a risk-adjusted basis since inception
- Lower expense ratio compared to similar ETFs
- Strong liquidity and tight bid-ask spread
Risks
Volatility: EPS is subject to market volatility, meaning its share price can fluctuate significantly.
Market Risk: The ETF is subject to risks associated with its underlying assets, such as changes in interest rates, economic downturns, and sector-specific events.
Who Should Consider Investing
EPS is suitable for investors who:
- Seek capital appreciation and income
- Have a long-term investment horizon
- Are comfortable with moderate volatility
- Believe in the potential of high expected earnings growth companies
Fundamental Rating Based on AI
Based on an analysis of various factors, including financial health, market position, and future prospects, EPS receives a Fundamental Rating of 8 out of 10. The AI-based rating system considers factors such as historical performance, expense ratio, portfolio composition, and market dynamics.
Resources and Disclaimers
Sources: WisdomTree Investments website, ETF.com, Morningstar
Disclaimer: The information provided in this analysis should not be considered as financial advice. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree U.S. Earnings 500 Fund
At least 95% of the fund's total assets will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a fundamentally weighted index that consists of the 500 largest companies ranked by market capitalization in the WisdomTree U.S. Total Market Index which is comprised of earnings-generating companies within the large-capitalization segment of the U.S. stock market. It is non-diversified.
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