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WisdomTree Dividend ex-Financials Index

WisdomTree Dividend ex-Financials index measures the performance of high dividend-yielding stocks outside the financial sector. The index consists primarily of large- and mid-capitalization companies listed on major U.S. stock exchanges that pass WisdomTree Investments market capitalization, liquidity and selection requirements.

Index Facts

As of 06/22/2017
Bloomberg Index Symbol WTDXF
Exchange Index Symbol DDE
Index Inception Date 05/01/2009
Base Index Value 200
Number of Components in Index 82
Current Index Value 522.61
Total Return Index Closing Value 725.34
Total Index Market Capitalization ($ Trillion) 5.87
Index MarketCap Breakdown
Large Cap (> $10 Billion) 90.91%
Mid Cap (≥ $2 Billion and ≤ $10 Billion) 9.09%
Small Cap (< $2 Billion) 0.00%

Index Statistics

As of 06/22/2017
Dividend Yield 3.76
Price/Earnings 20.46
Estimated Price/Earnings 16.03
Price/Book 2.72
Price/Sales 1.31
Price/Cash Flow 8.93
Gross Buyback Yield 1.54
Net Buyback Yield 0.77

Top Components

As of 06/22/2017
1. CenturyLink Inc (CTL UN) 3.04%
2. Philip Morris International In (PM UN) 2.06%
3. Targa Resources Corp (TRGP UN) 1.96%
4. Avangrid Inc (AGR) 1.92%
5. Entergy Corp (ETR UN) 1.84%
6. Las Vegas Sands Corp (LVS UN) 1.82%
7. PPL Corp (PPL UN) 1.75%
8. Duke Energy Corp (DUK UN) 1.72%
9. AbbVie Inc (ABBV UN) 1.67%
10. Centerpoint Energy Inc (CNP UN) 1.66%
Subject to change without notice.

Industry Group Breakdown

Industry Group
As of 06/22/2017
1. Utilities 16.14%
2. Energy 10.99%
3. Food Beverage & Tobacco 10.06%
4. Materials 10.03%
5. Pharmaceuticals Biotechnology & Life Sciences 9.42%
6. Capital Goods 9.28%
7. Telecommunication Services 5.97%
8. Technology Hardware & Equipment 4.83%
9. Software & Services 4.15%
10. Retailing 3.26%

Country Allocation

As of 06/22/2017
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


  • 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.
  • The Dow Jones U.S. Select Dividend Index measures the performance of 100 U.S. dividend-paying companies.
  • Total Return Index Values assume reinvestment of dividends after the deduction of withholding taxes, which apply to non-U.S. dividends.
  • Gross Buyback Yield is the amount of a company’s gross share repurchase over the past year to its market capitalization.
  • Net Buyback Yield is the amount of a company’s net share repurchase over the past year to its market capitalization.
  • You cannot invest directly in an index.