WisdomTree Indexes
WisdomTree LargeCap Growth Index
The WisdomTree LargeCap Growth Index is a fundamentally weighted index that measures the performance of large cap growth companies. The index consists of U.S. companies that have positive cumulative earnings over the past four fiscal quarters and that pass WisdomTrees market capitalization, liquidity, and listing requirements. The index is earnings weighted at the annual reconstitution in April. WisdomTree uses four factors to screen for growth in the past 1-year period: earnings per share, sales per share, book value per share, and price per share. The growth universe is determined by selecting the top 30% of companies with highest average normalized growth factors within the 1000 largest companies by market capitalization. Earnings are determined using a companys reported net income, excluding special items, applicable to common shareholders over their four most recent fiscal quarters. The index was established with a base value of 200 as of April 30, 2008.
| Bloomberg Index Symbol |
WTLGI |
| Exchange Index Symbol |
WT1 |
| Index Inception Date |
5/1/2008 |
| Base Index Value |
200 |
| Number of Components in Index |
296 |
| Current Index Value |
152.83 |
| Total Index Market Capitalization ($ Trillion) |
2.78 |
| Index MarketCap Breakdown |
| Large Cap (> $10 Billion) | 71.92% |
| Mid Cap (≥ $2 Billion and ≤ $10 Billion) | 22.51% |
| Small Cap (< $2 Billion) | 5.56% |
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| Dividend Yield |
1.00 |
| Price/Earnings |
12.82 |
| Estimated Price/Earnings |
N/A
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| Price/Book |
1.81 |
| Price/Sales |
1.02 |
| Price/Cash Flow |
9.70 |
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Components |
Weight |
| 1. Apple Inc. |
6.97% |
| 2. Goldman Sachs Group Inc |
6.84% |
| 3. Berkshire Hathaway B |
5.70% |
| 4. JP Morgan Chase & Co |
5.66% |
| 5. Wells Fargo & Co |
4.77% |
| 6. Google Inc |
3.68% |
| 7. Unitedhealth Group Inc |
2.98% |
| 8. Bristol-Myers Squibb |
2.56% |
| 9. Travelers Cos Inc |
2.39% |
| 10. CVS Caremark Corp. |
1.99% |
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Industry Group |
Weight |
| 1. Diversified Financials |
14.25% |
| 2. Insurance |
12.27% |
| 3. Health Care Equipment & Services |
11.77% |
| 4. Software & Services |
9.24% |
| 5. Technology Hardware & Equipment |
8.13% |
| 6. Pharmaceuticals, Biotechnology & Life Sciences |
6.05% |
| 7. Banks |
5.72% |
| 8. Capital Goods |
5.65% |
| 9. Retailing |
5.50% |
| 10. Food, Beverage & Tobacco |
3.99% |
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Index performance does not represent actual fund or portfolio performance. A fund or portfolio may differ significantly from the securities included in the Index. Index performance assumes reinvestment of dividends, but does not reflect any management fees, transaction costs or other expenses that would be incurred by a portfolio or fund, or brokerage commissions on transactions in Fund shares. Such fees, expenses and commissions could reduce returns. WisdomTree Investments, its affiliates and their independent providers are not liable for any informational errors, incompleteness, or delays, or for any actions taken in reliance on information contained herein.
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Definitions
- Index dividend yield is a measure of the annual dividends of the shares of all Index components divided by the Index value.
- Price/Book Ratio is a ratio used to compare a stocks market value to its book value.
- Price/Earnings Ratio is a valuation ratio of a companys current share price compared to its per-share earnings.
- Estimated Price/Earnings is a valuation ratio of a company’s current share price compared to the consensus estimates for per-share earnings over the next 12 months.
- Price/Cash Flow Ratio is a measure of the markets expectations of a firms future financial health.
- Price/Sales Ratio is a ratio for valuing a stock relative to its own past performance, other companies or the market itself.
- The S&P 500 Index is a capitalization-weighted index of 500 stocks selected by the Standard & Poors Index Committee designed to represent the performance of the leading industries in the United States economy.
- The Russell 1000 Growth Index is a measure of to the large-cap growth segment of the U.S. equity universe, selecting from the Russell 1000 Index.
- The S&P 500 Growth Index is a capitalization weighted index that measures the largecap growth segment of the S&P 500 Index.
