EPS
$67.34
WisdomTree U.S. LargeCap Fund
Fund Family: WisdomTree Trust
1 Month
+3.11%
YTD
+19.30%
1 Year
+19.30%
3 Year
+64.16%
Magnificent 7 Exposure
Combined weight of mega-cap tech leaders
28.7%
of portfolio
AAPLApple Inc
5.45%GOOGLAlphabet Inc
5.25%AMZNAmazon.com Inc
5.18%MSFTMicrosoft Corp
4.44%NVDANVIDIA Corp
4.12%METAMeta Platforms Inc
3.71%TSLATesla Inc
0.56%Top 10 Holdings (36.1% of portfolio)
| Rank | Company | Ticker | Sector | Weight |
|---|---|---|---|---|
| 1 | Apple Inc | AAPL | Manufacturing | 5.45% |
| 2 | Alphabet Inc | GOOGL | Information | 5.25% |
| 3 | Amazon.com Inc | AMZN | Retail Trade | 5.18% |
| 4 | Microsoft Corp | MSFT | Information | 4.44% |
| 5 | NVIDIA Corp | NVDA | Manufacturing | 4.12% |
| 6 | Meta Platforms Inc | META | Information | 3.71% |
| 7 | JPMorgan Chase & Co | JPM | Finance and Insurance | 2.55% |
| 8 | Berkshire Hathaway Inc. | BRK.B | Management of Companies and Enterprises | 2.26% |
| 9 | Exxon Mobil Corp | XOM | Manufacturing | 1.81% |
| 10 | Johnson & Johnson | JNJ | Manufacturing | 1.32% |
Fund Information
| Net Assets | $1.04B | Expense Ratio | N/A |
| Total Holdings | 498 | Annual Fee* | N/A |
| Inception Date | N/A | Fund Family | WisdomTree Trust |
*Annual fee per $10,000 invested