Latest news with #Wisdomtree
Bloomberg
18-07-2025
- Business
- Bloomberg
Fed's Waller Calls For July Cut; Netflix Slips Despite Earnings Beat
Stocks rise and the dollar weakens after both the S&P 500 and the Nasdaq 100 hit all-time highs. Fed Governor Christopher Waller says that the central bank should cut rates in July and cut a second time this year. Netflix shares fall despite delivering a beat across the board in the last quarter amid lofty expectations. Speculation abounds over a further softening of ties between the US and China after some chip curbs were lifted on Nvidia and AMD. Aneeka Gupta of Wisdomtree says it is better to diversify outside of the US as valuations stay at record highs. Lauren Saidel-Baker of ITR Economics says Waller's suggestion of a 25 basis point cut in July wouldn't move the needle for the macroeconomic picture. 'Bloomberg Brief' delivers the market news, data and analysis you need to set your agenda. (Source: Bloomberg)
Yahoo
16-07-2025
- Business
- Yahoo
Should WisdomTree U.S. LargeCap ETF (EPS) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the WisdomTree U.S. LargeCap ETF (EPS), a passively managed exchange traded fund launched on 02/23/2007. The fund is sponsored by Wisdomtree. It has amassed assets over $1.16 billion, making it one of the average sized ETFs attempting to match the Large Cap Value segment of the US equity market. Companies that fall in the large cap category tend to have a market capitalization above $10 billion. Considered a more stable option, large cap companies boast more predictable cash flows and are less volatile than their mid and small cap counterparts. While value stocks have lower than average price-to-earnings and price-to-book ratios, they also have lower than average sales and earnings growth rates. Looking at their long-term performance, value stocks have outperformed growth stocks in almost all markets. They are however likely to underperform growth stocks in strong bull markets. Expense ratios are an important factor in the return of an ETF and in the long term, cheaper funds can significantly outperform their more expensive counterparts, other things remaining the same. Annual operating expenses for this ETF are 0.08%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 1.39%. ETFs offer a diversified exposure and thus minimize single stock risk but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. Looking at individual holdings, Us Dollar accounts for about 100% of total assets, followed by Alphabet Inc-Cl A (GOOGL) and Inc (AMZN). The top 10 holdings account for about 136.76% of total assets under management. EPS seeks to match the performance of the WisdomTree U.S. Earnings 500 Index before fees and expenses. The WisdomTree U.S. LargeCap 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. The ETF return is roughly 5.81% so far this year and was up about 11.61% in the last one year (as of 07/16/2025). In the past 52-week period, it has traded between $52.66 and $64.94. The ETF has a beta of 0.96 and standard deviation of 16.10% for the trailing three-year period, making it a medium risk choice in the space. With about 503 holdings, it effectively diversifies company-specific risk. WisdomTree U.S. LargeCap ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, EPS is an excellent option for investors seeking exposure to the Style Box - Large Cap Value segment of the market. There are other additional ETFs in the space that investors could consider as well. The Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard Value ETF (VTV) track a similar index. While Schwab U.S. Dividend Equity ETF has $70.24 billion in assets, Vanguard Value ETF has $138.31 billion. SCHD has an expense ratio of 0.06% and VTV charges 0.04%. Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree U.S. LargeCap ETF (EPS): ETF Research Reports Inc. (AMZN) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report Vanguard Value ETF (VTV): ETF Research Reports Schwab U.S. Dividend Equity ETF (SCHD): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
Is WisdomTree India Earnings ETF (EPI) a Strong ETF Right Now?
The WisdomTree India Earnings ETF (EPI) made its debut on 02/22/2008, and is a smart beta exchange traded fund that provides broad exposure to the Asia-Pacific (Emerging) ETFs category of the market. Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy. A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns. If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies. Non-cap weighted indexes try to choose stocks that have a better chance of risk-return performance, which is based on specific fundamental characteristics, or a mix of other such characteristics. This area offers many different investment choices, such as simplest equal-weighting, fundamental weighting and volatility/momentum based weighting methodologies; however, not all of these strategies can deliver superior results. The fund is sponsored by Wisdomtree. It has amassed assets over $3.39 billion, making it one of the largest ETFs in the Asia-Pacific (Emerging) ETFs. This particular fund, before fees and expenses, seeks to match the performance of the WisdomTree India Earnings Index. The WisdomTree India Earnings Index is a fundamentally weighted index that measures the performance of companies incorporated and traded in India that are profitable and that are eligible to be purchased by foreign investors as of the index measurement date. Weighted Index based on their earnings in their fiscal year prior to the Index measurement date adjusted for foreign investors. When considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal. Operating expenses on an annual basis are 0.87% for EPI, making it one of the most expensive products in the space. It has a 12-month trailing dividend yield of 0.25%. ETFs offer diversified exposure and thus minimize single stock risk, but it is still important to delve into a fund's holdings before investing. Most ETFs are very transparent products and many disclose their holdings on a daily basis. When you look at individual holdings, Us Dollaraccounts for about 207.23% of the fund's total assets, followed by Wt India Investment Portfolio Inc and Reliance Industries Ltd (RIL). Its top 10 holdings account for approximately 296.21% of EPI's total assets under management. The ETF has gained about 4.82% and is down about -2.5% so far this year and in the past one year (as of 07/03/2025), respectively. EPI has traded between $40.08 and $50.82 during this last 52-week period. EPI has a beta of 0.51 and standard deviation of 15.47% for the trailing three-year period, which makes the fund a medium risk choice in the space. With about 535 holdings, it effectively diversifies company-specific risk . WisdomTree India Earnings ETF is a reasonable option for investors seeking to outperform the Asia-Pacific (Emerging) ETFs segment of the market. However, there are other ETFs in the space which investors could consider. Franklin FTSE India ETF (FLIN) tracks FTSE INDIA CAPPED INDEX and the iShares MSCI India ETF (INDA) tracks MSCI India Total Return Index. Franklin FTSE India ETF has $2.34 billion in assets, iShares MSCI India ETF has $10.09 billion. FLIN has an expense ratio of 0.19% and INDA changes 0.62%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Asia-Pacific (Emerging) ETFs To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree India Earnings ETF (EPI): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
02-07-2025
- Business
- Yahoo
Is WisdomTree U.S. Multifactor ETF (USMF) a Strong ETF Right Now?
Making its debut on 06/29/2017, smart beta exchange traded fund WisdomTree U.S. Multifactor ETF (USMF) provides investors broad exposure to the Style Box - All Cap Blend category of the market. Market cap weighted indexes were created to reflect the market, or a specific segment of the market, and the ETF industry has traditionally been dominated by products based on this strategy. A good option for investors who believe in market efficiency, market cap weighted indexes offer a low-cost, convenient, and transparent way of replicating market returns. If you're the kind of investor who would rather try and beat the market through good stock selection, then smart beta funds are your best choice; this fund class is known for tracking non-cap weighted strategies. These indexes attempt to select stocks that have better chances of risk-return performance, based on certain fundamental characteristics or a combination of such characteristics. Methodologies like equal-weighting, one of the simplest options out there, fundamental weighting, and volatility/momentum based weighting are all choices offered to investors in this space, but not all of them can deliver superior returns. The fund is managed by Wisdomtree, and has been able to amass over $410.49 million, which makes it one of the average sized ETFs in the Style Box - All Cap Blend. This particular fund, before fees and expenses, seeks to match the performance of the WisdomTree U.S. Multifactor Index. The WisdomTree U.S. Multifactor Index is comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors, value and quality measures, and two technical factors, momentum and correlation. When considering an ETF's total return, expense ratios are an important factor. And, cheaper funds can significantly outperform their more expensive cousins in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.28%, making it on par with most peer products in the space. It's 12-month trailing dividend yield comes in at 1.32%. Even though ETFs offer diversified exposure which minimizes single stock risk, it is still important to look into a fund's holdings before investing. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. For USMF, it has heaviest allocation in the Information Technology sector --about 31.6% of the portfolio --while Financials and Consumer Discretionary round out the top three. When you look at individual holdings, Verisign Inc (VRSN) accounts for about 1.6% of the fund's total assets, followed by Juniper Networks Inc (JNPR) and Roper Technologies Inc (ROP). USMF's top 10 holdings account for about 13.17% of its total assets under management. The ETF has added roughly 4.47% and is up about 15.32% so far this year and in the past one year (as of 07/02/2025), respectively. USMF has traded between $44.42 and $52.86 during this last 52-week period. USMF has a beta of 0.81 and standard deviation of 14.01% for the trailing three-year period. With about 201 holdings, it effectively diversifies company-specific risk . WisdomTree U.S. Multifactor ETF is a reasonable option for investors seeking to outperform the Style Box - All Cap Blend segment of the market. However, there are other ETFs in the space which investors could consider. iShares Core S&P Total U.S. Stock Market ETF (ITOT) tracks S&P Total Market Index and the Vanguard Total Stock Market ETF (VTI) tracks CRSP US Total Market Index. iShares Core S&P Total U.S. Stock Market ETF has $70.28 billion in assets, Vanguard Total Stock Market ETF has $496.34 billion. ITOT has an expense ratio of 0.03% and VTI changes 0.03%. Investors looking for cheaper and lower-risk options should consider traditional market cap weighted ETFs that aim to match the returns of the Style Box - All Cap Blend To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report WisdomTree U.S. Multifactor ETF (USMF): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
24-06-2025
- Business
- Yahoo
WisdomTree (WT) Plots Inflation plus ETF with Bitcoin and Commodities Exposure
Wisdomtree, Inc. (NYSE:WT) is one of the 12 best cryptocurrency and blockchain stocks to buy. On June 18, the company introduced the WisdomTree Inflation Plus Fund on the Nasdaq, featuring a 0.65% expense ratio. Copyright: welcomia / 123RF Stock Photo WTIP seeks to offer a consistent return at low volatility and drawdown. It will also provide a balanced strategic approach to commodities across various markets. WisdomTree Inflation Plus Fund is designed to outperform in high and low-inflation environments. WisdomTree will leverage an enhanced long/short commodity strategy to deliver consistent returns with reduced volatility and drawdowns. 'With today's macroeconomic uncertainty and revised sensitivity to inflation risks, investors need strategies that navigate market regimes and further diversify portfolios. WTIP helps solve for investors expected and unexpected inflation in a single package,' said Jeremy Schwartz, Global Chief Investment Officer at WisdomTree. Wisdomtree, Inc. (NYSE:WT) is a global financial innovator that provides a diverse range of exchange-traded products (ETPs), models, and solutions, including those related to digital assets. It also offers crypto-related investment products and services. While we acknowledge the potential of WT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
