WisdomTree launched its first Exchange Traded Funds (ETFs) in June of 2006, and is currently the tenth largest Exchange Traded Product (ETP) sponsor globally. WisdomTree offers ETPs covering domestic, international and global equities, fixed income, currencies, commodities and alternative strategies. WisdomTree pioneered the concept of fundamentally weighted ETFs and active ETFs and is currently an industry leader in both categories (as measured by assets under management). WisdomTree is the only publicly traded asset manager exclusively focused on the ETP industry.
AT A GLANCE
+ With over 200 employees, WisdomTree is committed to developing solutions that empower investors to leverage all we have to offer.
+ WisdomTree is headquartered in NY with additional offices in London, Tokyo and Toronto and dedicated coverage in Latin America, Australia, and Israel.
+ WisdomTree manages $59.97 billion as of June 30, 2018.
WISDOMTREE EQUITY ETFS
WisdomTree believes fundamentals like dividends and earnings offer more objective measures of a company’s health, value and profitability than stock price alone. While the majority of ETFs are market cap-weighted—meaning they give more weight to companies selling at higher prices than those offering stronger fundamentals—WisdomTree has developed a proprietary index methodology designed to magnify the effect fundamentals have on risk and return characteristics.
Weight By Dividends
The WisdomTree U.S. Dividend Indexes typically weight each stock eligible for inclusion by its share of the Dividend Stream®, defined as the sum of regular cash dividends paid by all the companies in the respective Index. Below are the 10 largest companies in the WisdomTree U.S. Dividend Index ranked by cash dividends, as of 11/30/2017.
Sources: WisdomTree, Bloomberg. Holdings subject to change. The annual screening date for the WisdomTree Domestic Earnings and Dividend Indexes is at the end of November. You cannot invest directly in an index.
Dividend Stream=Cash Dividends per Share x Shares Outstanding
Percent of Dividend Stream=Company Dividend Stream/Total Stream of All Companies
Weight By Earnings
The WisdomTree U.S. Earnings Indexes typically weight each stock eligible for inclusion by its share of the Earnings Stream, defined as the sum of aggregate earnings generated by all companies in the respective Index. Below are the 10 largest companies in the WisdomTree U.S. Earning Index ranked by core earnings, as of 11/30/2017.
Sources: WisdomTree, Bloomberg. Holdings subject to change. The annual screening date for the WisdomTree Domestic Earnings and Dividend Indexes is at the end of November. Core earnings is a standardized calculation of earnings developed by S&P and designed to include expenses, income and activities that reflect the actual profitability of an enterprise’s ongoing operations. You cannot invest directly in an index.
Company Core Earning Stream=Total Earning over Prior 12 Months of Company in Dollars
Percent of Earning Stream=Company Earning/Total Stream of All Companies