WisdomTree U.S. LargeCap Fund

WisdomTree U.S. LargeCap Fund

EPS
WisdomTree U.S. LargeCap FundUS flagNew York Stock Exchange Arca
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USD
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Capital Structure

FRC

in mil. unless spec.
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Working Capital

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Growth Rates

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Quarterly Revenue

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Quarterly Earnings Per Share

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Quarterly Dividends Per Share

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Company Description

APIChat
Sector
Financial Services
Industry
Asset Management
Address
250 West 34th Street, 3rd Floor New York NY United States of America 10119
IPO Date
Feb 23, 2007
Business
WisdomTree U.S. LargeCap Fund (EPS) is an exchange-traded fund that seeks to track the investment results of the WisdomTree U.S. Earnings Index, which measures the performance of earnings-generating companies within the large-capitalization segment of the U.S. equity market; the fund employs a fundamentally weighted methodology focusing on approximately 500 profitable large-cap constituents selected based on positive earnings from both investment and operating income sources, providing broad exposure to U.S. large-cap equities with a dividend yield of 1.41%, price-to-earnings ratio of 23.08 and total assets exceeding $1.19 billion as of mid-2025. Formerly known as the WisdomTree U.S. Earnings 500 Fund, EPS offers investors access to a diversified portfolio dominated by large-cap holdings (99.91% allocation), spanning sectors with primary country exposure to the United States (97.86%) alongside minor international positions in Ireland, Switzerland and others; it features a low expense ratio of 0.08% and trades on NYSE Arca with options unavailable. Launched on February 23, 2007, the fund is sponsored by WisdomTree, Inc., a New York-headquartered global asset manager founded in 1985 that operates across equities, fixed income, currency, alternatives and digital assets, with products distributed worldwide including in the U.S., Europe and Asia-Pacific regions, and serves institutional investors, financial advisors and retail clients through exchange-traded products, model portfolios and tokenized offerings. WisdomTree, Inc., the fund's sponsor, completed the acquisition of Ceres Partners, LLC—a top-five U.S. farmland manager overseeing nearly $2 billion in assets across 545 properties in 12 states—in October 2025, marking its strategic entry into private markets with a focus on farmland and adjacent opportunities in solar, AI data infrastructure and water, expected to be accretive from day one and drive at least $750 million in new farmland assets by 2030. In July 2025, WisdomTree announced a strategic minority investment in Quorus to enhance exposure to direct indexing and accelerate model portfolio growth, surpassing its full-year 2025 assets-under-advisement target at over $5.2 billion; the firm also made a $2.5 million investment in AlphaBeta ETF Ltd. in November 2025 to expand innovative ETF capabilities. These moves complement ongoing expansions, including record assets under management surpassing $128 billion globally by late 2025, tokenized digital asset AUM reaching $592 million (19x growth year-over-year), and new product launches such as the WisdomTree Europe Defence UCITS ETF accumulating over $3.5 billion in AUM.