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.
WTEPS
WisdomTree Earnings 500 Index
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The WisdomTree Earnings 500 Index is a fundamentally weighted index that measures the performance of earnings-generating companies within the large-capitalization segment of the U.S. Stock Market. Companies in the index are incorporated and listed in the U.S and have generated positive cumulative earnings over their most recent four fiscal quarters prior to the index measurement date. The index is comprised of the 500 largest companies ranked by market capitalization in the WisdomTree Earnings Index. The index is earnings-weighted in December of each year to reflect the proportionate share of the aggregate earnings each component company has generated. Companies with greater earnings generally have larger weights in the index. WisdomTree Investments uses "Core Earnings", computed by Standard & Poors, as the weighting metric. Core Earnings is a standardized calculation of earnings developed by Standard & Poors designed to include expenses, incomes and activities that reflect the actual profitability of an enterprises ongoing operations.
Index Facts
- As of 05/22/2013
| Bloomberg Index Symbol | WTEPS |
| Exchange Index Symbol | WTE |
| Index Inception Date | 02/01/2007 |
| Base Index Value | 200 |
| Number of Components in Index | 502 |
| Current Index Value | 233.66 |
| Total Index Market Capitalization ($ Trillion) | 15.44 |
| Index MarketCap Breakdown | |
| Large Cap (> $10 Billion) | 93.20% |
| Mid Cap (≥ $2 Billion and ≤ $10 Billion) | 6.80% |
| Small Cap (< $2 Billion) | 0.00% |
Index Statistics
- As of 05/22/2013
| Dividend Yield | 2.14 |
| Price/Earnings | 16.12 |
| Estimated Price/Earnings | N/A |
| Price/Book | 2.30 |
| Price/Sales | 1.37 |
| Price/Cash Flow | 10.83 |
Top Components
- As of 05/22/2013
| Components | Weight |
|---|---|
| 1. Exxon Mobil Corp | 4.22% |
| 2. Apple Inc | 3.53% |
| 3. Microsoft Corp | 2.76% |
| 4. Chevron Corp | 2.66% |
| 5. JPMorgan Chase & Co | 2.14% |
| 6. Wells Fargo & Co | 1.95% |
| 7. Wal-Mart Stores Inc | 1.85% |
| 8. International Business Machines Corp | 1.68% |
| 9. General Electric Co | 1.61% |
| 10. Berkshire Hathaway Inc | 1.57% |
- * Holdings are subject to change without notice.
Industry Group Breakdown
- As of 05/22/2013
| Industry Group | Weight |
|---|---|
| 1. Energy | 12.58% |
| 2. Software & Services | 9.61% |
| 3. Diversified Financials | 8.20% |
| 4. Capital Goods | 8.06% |
| 5. Technology Hardware & Equipment | 7.27% |
| 6. Pharmaceuticals Biotechnology & Life Sciences | 7.12% |
| 7. Food Beverage & Tobacco | 5.45% |
| 8. Media | 4.53% |
| 9. Insurance | 4.33% |
| 10. Health Care Equipment & Services | 4.16% |
Important Information about Index Performance
WisdomTree vs. Comparative Cap-weighted Benchmark Performance
Hypothetical Investment of $10,000
Correlation Matrix of Indexes
Index Volatility
