WISDOMTREE U.S. L.CAP FD (003K)
XBER 
Summary
003K Chart
Earnings Excellence Shines Light on this ETF
With third-quarter earnings season in the books, it's safe to say it was a productive one as earnings per share growth among S&P 500 member firms reached 12.9%, easily topping the 8% increase expected by analysts.
EPS: Earnings-Focused Smart Beta Vehicle That Underdelivers
I maintain a Hold rating on the WisdomTree U.S. LargeCap Fund ETF. EPS tracks the index that puts emphasis on earnings instead of market cap, securing slightly better valuation characteristics. With a value tilt, EPS has been quite slow in capturing the market's upside, which resulted in it underperforming IVV this year, over the last five years, and since inception.
EPS: Value ETF With An Aftertaste Of Growth
WisdomTree U.S. LargeCap Fund ETF holds about 500 large caps weighted on earnings. Compared to SPY, the EPS ETF has lower weight in technology, better value, higher dividend growth, and lower historical return. EPS has outperformed major large cap value ETFs for more than a decade.
WISDOMTREE U.S. L.CAP FD (003K) FAQ
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WISDOMTREE U.S. L.CAP FD Profile
| XBER Exchange | US Country |
Overview
The company operates as an investment fund primarily focused on the U.S. stock market, particularly targeting the large-capitalization segment. By committing at least 95% of its total assets towards investments in the 500 largest companies by market capitalization, as defined in the WisdomTree U.S. Total Market Index, the fund emphasizes on earnings-generating companies. This strategic approach is based on fundamentally weighted indices, allowing the company to maintain a focus on substantial economic characteristics identical to those of the component securities within the index. Despite its concentrated investment approach, the fund remains non-diversified, reflecting a specific focus on the large-cap segment rather than spreading investments across various sectors or asset classes.
Products and Services
- Investment in Component Securities
This service pertains to the company’s strategy of investing at least 95% of its total assets in securities that are part of the index it tracks. These investments are chosen based on their substantial economic characteristics being identical to those of the component securities within the fundamentally weighted index, ensuring a focused and coherent investment strategy.
- Earnings-Generating Companies Focused Fund
The fund aims to invest in earnings-generating companies within the large-capitalization segment of the U.S. stock market, as identified by the WisdomTree U.S. Total Market Index. This service underscores the company's commitment to investing in well-established, large market cap companies that consistently generate earnings, providing a potentially stable investment vehicle for its clients.
