WisdomTree

WT500WisdomTree 500 Index

The WisdomTree 500 Index captures the price appreciation and total return for companies in the mid- and large-capitalization segments of the U.S. Stock Market. The index is comprised of 500 companies with the largest market-capitalizations that meet Index eligibility requirements. The Index was established with a base value of 200 on November 30, 2022.

Bloomberg Index SymbolWT500
Exchange Index Symbol-
Index Inception Date11/30/2022
Base Index Value200
Number of Components in Index504
Current Index Value383.65
Total Return Index Closing Value403.82
Total Index Market Capitalization ($ Trillion)66.87
Index MarketCap Breakdown
Large Cap (> $10 Billion)99.91%
Mid Cap (≥ $2 Billion and ≤ $10 Billion)0.09%
Small Cap (< $2 Billion)0.00%
Dividend Yield1.03%
Price/Earnings24.75
Estimated Price/Earnings19.43
Price/Book5.80
Price/Sales3.39
Price/Cash Flow16.73
Gross Buyback Yield1.65%
Net Buyback Yield1.29%

Growth of Hypothetical 10K

Top Components

As of 11/12/2026

Name
Weight (%)
Apple Inc 8.05
Nvidia Corp 6.2
Microsoft Corp 5.79
Alphabet Inc 5.4
Amazon.com Inc 4.11
Broadcom Inc 2.41
Meta Platforms Inc 2.3
Eli Lilly And Co 2.1
Berkshire Hathaway Inc 1.9
Tesla Inc 1.75
Remaining Portfolio60

*Holdings are subject to change without notice.

Industry Group Breakdown

As of 11/12/2026

Name
Weight (%)
Semiconductors & Semiconductor Equipment
14.42
Technology Hardware & Equipment
10.41
Software & Services
10.12
Media & Entertainment
8.96
Diversified Financials
7.85
Pharmaceuticals Biotechnology & Life Sciences
6.92
Retailing
5.67
Capital Goods
5.5
Energy
3.61
Banks
3.35
Health Care Equipment & Services
3.18
Food & Staples Retailing
2.53
Food Beverage & Tobacco
2.16
Automobiles & Components
1.99
Utilities
1.9
Consumer Services
1.58
Insurance
1.54
Real Estate
1.39
Materials
1.32
Transportation
1.16
Other
1.05
Telecommunication Services
0.96
Commercial & Professional Services
0.92
Household & Personal Products
0.9
Consumer Durables & Apparel
0.32
Financials
0.25
Financial Services
0.05
Commercial & Professional Services
0.01

*Sectors are subject to change without notice

United States99.95%
United Kingdom0.05%
Other0.00%

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 MSCI EAFE Index is a market cap-weighted index composed of companies representative of the developed market structure of 21 developed countries in Europe, Australasia and Japan.
  • The MSCI Japan Index is a subset of the MSCI EAFE Index and measures the performance of the Japanese equity market.
  • The MSCI Japan Value Index measures the performance of Value stocks in the MSCI Japan 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.

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