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WisdomTree U.S. Earnings 500 Index

The WisdomTree U.S. 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 U.S. 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.


Prior to June 30, 2017, the WisdomTree U.S. Earnings 500 Index was named the WisdomTree Earnings 500 Index.



Index Facts

Index Facts
As of 01/16/2018
Bloomberg Index Symbol WTEPS
Exchange Index Symbol WTE
Index Inception Date 02/01/2007
Base Index Value 200
Number of Components in Index 499
Current Index Value 390.67
Total Return Index Closing Value 499.89
Total Index Market Capitalization ($ Trillion) 23.56
Index MarketCap Breakdown
Large Cap (> $10 Billion) 97.75%
Mid Cap (≥ $2 Billion and ≤ $10 Billion) 2.25%
Small Cap (< $2 Billion) 0.00%

Index Statistics

Index Statistics
As of 01/16/2018
Dividend Yield 1.86
Price/Earnings 19.86
Estimated Price/Earnings 16.92
Price/Book 3.25
Price/Sales 1.94
Price/Cash Flow 13.01
Gross Buyback Yield 2.35
Net Buyback Yield 2.00

Top Components

Top Components
As of 01/16/2018
1. Apple Inc (AAPL UQ) 4.72%
2. JPMorgan Chase & Co (JPM UN) 2.42%
3. Microsoft Corp (MSFT UQ) 2.27%
4. Alphabet Inc-Cl A (GOOGL) 2.13%
5. Bank of America Corp (BAC UN) 1.95%
6. Wells Fargo & Co (WFC UN) 1.93%
7. Berkshire Hathaway Inc (BRK/B UN) 1.88%
8. Johnson & Johnson (JNJ UN) 1.60%
9. Verizon Communications Inc (VZ UN) 1.51%
10. Facebook Inc (FB UQ) 1.42%
Subject to change without notice.

Industry Group Breakdown

Industry Group Breakdown
Industry Group
As of 01/16/2018
1. Software & Services 11.85%
2. Banks 10.10%
3. Pharmaceuticals Biotechnology & Life Sciences 7.65%
4. Diversified Financials 7.42%
5. Technology Hardware & Equipment 6.91%
6. Capital Goods 6.81%
7. Food Beverage & Tobacco 5.39%
8. Health Care Equipment & Services 5.07%
9. Semiconductors & Semiconductor Equipment 4.05%
10. Retailing 3.78%

Country Allocation

Country Allocation
As of 01/16/2018
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 Index is a measure of the 1,000 largest companies in the Russell 3000 Index.
  • 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.