WisdomTree US LargeCap Fund

EPS

Market cap $1.32B

Designed to provide broad exposure to the Style Box - Large Cap Value category of the market, the WisdomTree U.S. LargeCap ETF (EPS) is a smart beta exchange traded fund launched on 02/23/2007.

The portfolio generated a modestly positive absolute return in Q3, but it trailed the MSCI All Country World Small Mid Index. The Q3 underperformance was driven by stock selection in the IT, financials and consumer discretionary sectors. On the positive side, stock selection in the health care and industrials sectors was the strongest contributor to performance.

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the WisdomTree U.S. LargeCap ETF (EPS) is a passively managed exchange traded fund launched on February 23, 2007.

WisdomTree U.S. LargeCap Fund is rated a hold, lacking a compelling case to replace the S&P 500. EPS uses an earnings-weighted methodology, offering lower valuations and slightly higher dividends but consistently underperforming VOO on risk-adjusted returns. EPS carries a higher expense ratio, increased liquidity risk, and greater concentration risk compared to VOO, with only marginal benefits in income and capital preservation.

The WisdomTree U.S. LargeCap ETF (EPS) was launched on 02/23/2007, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the WisdomTree U.S. LargeCap ETF (EPS), a passively managed exchange traded fund launched on February 23, 2007.

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.

Making its debut on 02/23/2007, smart beta exchange traded fund WisdomTree U.S. LargeCap ETF (EPS) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

LARK's EPS growth in Q2 is driven by strong loan demand and margin expansion despite a dip in deposits and rising non-performing loans.

If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the WisdomTree U.S. LargeCap ETF (EPS), a passively managed exchange traded fund launched on 02/23/2007.