EPS ETF Analysis: U.S. Earnings 500 Fund | NYSE
Large Value | NYSE, USA | Market Cap: 1.570m USD | 12M Return: 19% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 3.30M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality
The WisdomTree U.S. Earnings 500 Fund (EPS) is an exchange-traded fund that primarily invests in the component securities of its underlying index, allocating at least 95% of its total assets to these holdings or to investments with substantially identical economic characteristics. The fund tracks a fundamentally weighted index, meaning constituent weightings are determined by fundamental financial metrics (such as earnings) rather than solely by market capitalization.
The index comprises the 500 largest companies by market capitalization within the WisdomTree U.S. Total Market Index, focusing on earnings-generating firms in the U.S. large-capitalization segment of the equity market. As a non-diversified fund, EPS may hold a more concentrated portfolio than diversified funds, potentially exposing investors to greater single-security risk. The fund falls within the large-value ETF category and is listed on the NYSE.
- Large-cap value rotation boosts EPS fund inflows
- U.S. corporate earnings growth supports fundamentally weighted index
- Federal Reserve policy shifts impact large-cap valuations
As of July 28, 2026, the stock is trading at USD 77.48 with a total of 36,781 shares traded. Over the past week, the price has changed by -0.30%, over one month by +0.06%, over three months by +4.01% and over the past year by +18.98%.
Current recommended Stop Loss: 75.50 (which is 2.6% or 2.7 ATR below the current price).
U.S. Earnings 500 Fund has no consensus analysts rating.