WTHYE

WisdomTree Equity Income Index

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The WisdomTree Equity Income Index is a fundamentally weighted index that measures the performance of companies with high dividend yields selected from the WisdomTree Dividend Index. At the index measurement date, companies within the WisdomTree Dividend Index with market capitalizations of at least $200 million and average daily trading volumes of at least $200,000 for the prior three months are ranked by dividend yield. Securities ranking in the highest 30% by dividend yield are selected for inclusion. The index is dividend weighted annually to reflect the proportionate share of the aggregate cash dividends each component company is projected to pay in the coming year, based on the most recently declared dividend per share. The Index was established with a base value of 200 as of May 31, 2006.

Index Facts

  • As of 12/17/2014
Bloomberg Index Symbol WTHYE
Exchange Index Symbol DHS.ID
Index Inception Date 06/01/2006
Base Index Value 200
Number of Components in Index 398
Current Index Value 232.42
Total Index Market Capitalization ($ Trillion) 6.37
Index MarketCap Breakdown
Large Cap (> $10 Billion) 85.81%
Mid Cap (≥ $2 Billion and ≤ $10 Billion) 11.73%
Small Cap (< $2 Billion) 2.45%

Index Statistics

  • As of 12/17/2014
Dividend Yield 3.56
Price/Earnings 17.29
Estimated Price/Earnings 17.16
Price/Book 2.62
Price/Sales 2.18
Price/Cash Flow 9.98

Top Components

  • As of 12/17/2014
Components Weight
1. Microsoft Corp 5.31%
2. AT&T Inc 4.10%
3. Johnson & Johnson 3.80%
4. Wells Fargo & Co 3.44%
5. Procter & Gamble Co/The 3.27%
6. General Electric Co 3.14%
7. Chevron Corp 3.05%
8. Intel Corp 2.93%
9. Pfizer Inc 2.92%
10. JPMorgan Chase & Co 2.71%
  • * Holdings are subject to change without notice.

Industry Group Breakdown

  • As of 12/17/2014
Industry Group Weight
1. Pharmaceuticals Biotechnology & Life Sciences 13.44%
2. Utilities 11.85%
3. Real Estate 10.96%
4. Food Beverage & Tobacco 10.66%
5. Telecommunication Services 8.04%
6. Energy 6.71%
7. Software & Services 5.95%
8. Capital Goods 5.78%
9. Banks 4.89%
10. Semiconductors & Semiconductor Equipment 4.14%

Country Allocation

  • As of 12/17/2014
Country Weight
1. United States 100.00%

Important Information about Index Performance

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.

WisdomTree vs. Comparative Cap-weighted Benchmark Performance

Hypothetical Investment of $10,000

Correlation Matrix of Indexes

Index Volatility

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 stock's market value to its book value.
  • Price/Earnings Ratio is a valuation ratio of a company's 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 market's expectations of a firm's 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 Value Index is a measure of to the large-cap value segment of the U.S. equity universe, selecting from the Russell 1000 Index.
  • S&P 500/Citigroup Value Index is a capitalization weighted index which measures the performance of stocks in the S&P 500 Index determined to be value stocks as defined by the S&P/Citigroup methodology.
  • You cannot invest directly in an index.