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Upturn AI SWOT - About
WisdomTree U.S. Earnings 500 Fund (EPS)
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Upturn Advisory Summary
09/11/2025: EPS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 36.2% | Avg. Invested days 74 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/11/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.96 | 52 Weeks Range 51.12 - 63.78 | Updated Date 06/30/2025 |
52 Weeks Range 51.12 - 63.78 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree U.S. Earnings 500 Fund
ETF Overview
Overview
The WisdomTree U.S. Earnings 500 Fund (EPS) seeks to track the investment results of earnings-weighted companies in the large-cap segment of the U.S. equity market. It focuses on U.S. companies with positive earnings, weighted by their earnings rather than market capitalization. The fund offers exposure to large-cap U.S. equities while potentially mitigating valuation risks.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a strong reputation for innovative, rules-based ETFs.
Management Expertise
WisdomTree has a dedicated team of investment professionals with significant experience in ETF management and index construction.
Investment Objective
Goal
To track the investment results of earnings-weighted companies in the large-cap segment of the U.S. equity market.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy that aims to track the WisdomTree U.S. Earnings 500 Index. The index weights companies based on their earnings.
Composition The fund holds primarily large-cap U.S. stocks that have demonstrated positive earnings. Sector allocation will vary based on earnings weighting.
Market Position
Market Share: EPS holds a niche market share within the broader large-cap ETF landscape.
Total Net Assets (AUM): 491860000
Competitors
Key Competitors
- SPY
- IVV
- VOO
Competitive Landscape
The large-cap ETF market is highly competitive, dominated by ETFs like SPY, IVV, and VOO which track market-cap weighted indices. EPS differentiates itself by earnings-weighting, which aims to provide a different risk/return profile than market-cap weighted strategies. EPS's AUM is significantly smaller than the largest competitors, indicating a smaller market share and potentially lower liquidity. EPS offers an alternative weighting methodology that some investors may find attractive, but it faces stiff competition from the established, lower-cost market-cap weighted ETFs.
Financial Performance
Historical Performance: Past performance is not indicative of future results and is not shown here.
Benchmark Comparison: Performance should be compared against the WisdomTree U.S. Earnings 500 Index.
Expense Ratio: 0.38
Liquidity
Average Trading Volume
EPS exhibits moderate average trading volume, sufficient for most retail investors but less than the more popular large-cap ETFs.
Bid-Ask Spread
The bid-ask spread for EPS is typically reasonable, but can widen during periods of market volatility or lower trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, and sector-specific developments all affect EPS, particularly impacting companies with high earnings in particular sectors.
Growth Trajectory
The ETF's growth trajectory depends on the relative performance of earnings-weighted strategies compared to market-cap weighted strategies, as well as WisdomTree's marketing efforts and distribution network.
Moat and Competitive Advantages
Competitive Edge
EPS's competitive edge stems from its earnings-weighted methodology, which differentiates it from market-cap weighted ETFs. This approach seeks to tilt the portfolio towards companies with strong earnings, potentially leading to better risk-adjusted returns. However, this can also lead to sector and stock concentrations. The fund targets investors who believe earnings weighting can provide a superior investment outcome compared to traditional market-cap weighting.
Risk Analysis
Volatility
EPS's volatility can vary depending on market conditions and the specific holdings within the portfolio.
Market Risk
EPS is subject to market risk, meaning its value can fluctuate due to broad market movements and economic conditions, as well as risks associated with the specific companies it holds.
Investor Profile
Ideal Investor Profile
EPS may be suitable for investors seeking exposure to large-cap U.S. equities with a focus on companies with strong earnings, believing that this factor will drive outperformance.
Market Risk
EPS could be suitable for long-term investors seeking a differentiated approach to large-cap investing, as well as active traders looking to express a view on earnings-weighted strategies.
Summary
The WisdomTree U.S. Earnings 500 Fund (EPS) provides exposure to large-cap U.S. equities using an earnings-weighted methodology. This approach differentiates it from traditional market-cap weighted ETFs, aiming to improve risk-adjusted returns by focusing on companies with strong earnings. EPS is a relatively small ETF compared to its main competitors, and investors should consider its liquidity and expense ratio. Its suitability depends on an investor's belief in the effectiveness of earnings weighting and their risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share data is estimated and may not be exact.
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
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.