DLN ETF Analysis: U.S. LargeCap Dividend Fund | NYSE

Large Value | NYSE, USA | Market Cap: 6.254m USD | 12M Return: 16.7% | US97717W3079 | Charts, Fundamentals & Technical Analysis

Large Cap, Dividend Stocks, U.S. Equities, Index Tracking
Total Rating 59
Safety 54
Buy Signal -0.07
Large Value
Category Rotation: +3.0
TER: 0.28%
AUM: 6.25B
Avg Turnover: 10.2M
Risk 3d forecast
Volatility9.88%
VaR 5th Pctl1.83%
VaR vs Median3.12%
Reward TTM
Sharpe Ratio1.28
Rel. Str. IBD57.5
Rel. Str. Peer Group38
Character TTM
Beta0.578
Beta Downside0.609
Hurst Exponent0.487
Drawdowns 3y
Max DD13.71%
CAGR/Max DD1.43
CAGR/Mean DD14.31

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.7 years of data

Jan +0.0% 10
Feb -0.6% 8
Mar +0.0% 7
Apr +0.1% 5
May +0.2% 8
Jun -0.6% 8
Jul +0.9% 43
Aug -0.2% 20
Sep -1.3% 40
Oct -2.0% 28
Nov +1.9% 54
Dec +0.0% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: DLN U.S. LargeCap Dividend Fund

The WisdomTree U.S. LargeCap Dividend Fund (DLN) is an exchange-traded fund that passively tracks a fundamentally weighted index composed of large-capitalization, dividend-paying U.S. equities. Under its standard investment policy, the fund must allocate at least 95% of its total assets (excluding collateral from securities lending) to the indexs constituent securities or instruments with substantially identical economic characteristics.

As a non-diversified fund, DLN may concentrate its holdings more heavily than a diversified fund, which can lead to greater exposure to specific issuers or sectors. Listed under the Large Value ETF category and launched in June 2006, the fund primarily serves income-oriented investors seeking exposure to established U.S. companies with a history of paying dividends.

Headlines to Watch Out For
  • Interest rate cuts pressure dividend yield advantage vs bonds
  • Large-cap value sector rotation boosts fundamental weighting
  • AUM growth from income-seeking investors accelerates inflows
What is the price of DLN shares?

As of September 27, 2026, the stock is trading at USD 98.57 with a total of 87,471 shares traded. Over the past week, the price has changed by -0.02%, over one month by -2.12%, over three months by +3.03% and over the past year by +16.65%.

Current recommended Stop Loss: 96.90 (which is 1.7% or 2.6 ATR below the current price).

Is DLN a buy, sell or hold?

U.S. LargeCap Dividend Fund has no consensus analysts rating.