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Upturn AI Summary
WisdomTree U.S. Earnings 500 Fund(EPS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EPS
10/28/2026: EPS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The WisdomTree U.S. Earnings 500 Fund (EPS) provides exposure to 500 profitable U.S. large-cap companies, utilizing an earnings-weighted methodology to emphasize business profitability. Its main strengths include a systematic quality screen that excludes non-profitable firms and a transparent, rules-based strategy that differs from standard market-cap-weighted indices. It is best used as a core or satellite holding for investors seeking a quality tilt within their U.S. equity portfolio. Key risks include potential underperformance during bull markets led by speculative, unprofitable growth stocks and slightly higher expenses compared to the largest broad-market index funds. This fund is well-suited for long-term investors interested in fundamental factors, though they should monitor earnings trends across the U.S. economy.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The earnings-weighting strategy may underweight high-growth companies that prioritize reinvestment over current earnings. |
| Momentum investor | Mixed fit | Momentum investors may find better alternatives, as this strategy is tied to profitability signals rather than price trends. |
| Value investor | Strong fit | The focus on profitable companies aligns well with value-oriented investing principles. |
| Dividend/Income investor | Mixed fit | While profitable companies often pay dividends, the fund is not explicitly designed as an income-generation vehicle. |
| Low-risk investor | Medium | By excluding unprofitable firms, the fund may offer slightly lower downside risk during periods of market stress. |
Investor Profile
Ideal Investor Profile
The ideal investor for EPS is someone looking for exposure to large-cap U.S. equities but who prefers a systematic, profitability-based filter over a standard market-cap-weighted index.
Suitability
The fund is best suited for long-term investors who believe in the importance of corporate earnings as a driver of long-term returns.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | As an equity ETF, it is subject to the inherent volatility of the U.S. stock market. |
| Market risk | Medium / high | The fund is sensitive to broad economic conditions impacting U.S. large-cap equities. |
| Concentration | Medium | The portfolio is diversified across 500 stocks, reducing the impact of any single company's failure. |
| Tracking/expense | Low | The fund maintains a low expense ratio and tracks its index with high fidelity. |
| Liquidity | Low | The underlying stocks are highly liquid, resulting in efficient trading for the ETF. |
| Business/sector quality | Low | The methodology filters for profitable businesses, which generally improves the overall quality of holdings. |
Risk Analysis
Volatility
EPS exhibits volatility comparable to broad U.S. large-cap indices, though the profitability filter may slightly dampen swings during market panics.
Market Risk
The fund is exposed to systemic risks affecting U.S. equities, including interest rate changes, geopolitical instability, and economic cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | U.S. Large-Cap Equities | 98 | The fund provides exposure to profitable U.S. large-cap companies weighted by their total earnings. |
| Cash/collateral | Cash and Cash Equivalents | 2 | A small cash position is maintained for liquidity and to manage daily fund flows. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 39.77% | Avg. Invested days 72 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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