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

Large Value | NYSE, USA | Market Cap: 6.195m USD | 12M Return: 19.5% | Charts, Fundamentals & Technical Analysis

Large Cap, Dividend Stocks, U.S. Equities, Index Tracking
Total Rating 61
Safety 55
Buy Signal 0.10
Large Value
Category Rotation: +0.5
TER: 0.28%
AUM: 6.20B
Avg Turnover: 10.6M
Risk 3d forecast
Volatility9.04%
VaR 5th Pctl1.67%
VaR vs Median2.86%
Reward TTM
Sharpe Ratio1.52
Rel. Str. IBD55.8
Rel. Str. Peer Group28.7
Character TTM
Beta0.614
Beta Downside0.627
Hurst Exponent0.491
Drawdowns 3y
Max DD13.71%
CAGR/Max DD1.25
CAGR/Mean DD9.88

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.1% 15
Feb -0.7% 14
Mar -0.5% 0
Apr -0.3% 2
May +0.1% 2
Jun -0.8% 15
Jul +0.9% 36
Aug -0.1% 8
Sep -1.8% 37
Oct -1.9% 22
Nov +1.6% 48
Dec -0.2% 8

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 July 28, 2026, the stock is trading at USD 98.47 with a total of 114,354 shares traded. Over the past week, the price has changed by +1.14%, over one month by +2.07%, over three months by +6.15% and over the past year by +19.51%.

Current recommended Stop Loss: 96.70 (which is 1.8% 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.