All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
EPS total return snapshot: EPS returned +25.34% over the past year and +9.89% YTD, with dividends reinvested. Since Feb. 23, 2007, EPS is up +570.25% in nominal total return, or +10.36%/yr, and is currently ā2.17% below its total-return high on Jun. 2, 2026.
Data ending Fri Jun. 12, 2026
| Fri 2007-02-23š¬ to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| EPS × |
+9.89%
2026-06-12 |
+25.34%
2026-06-12 |
||||
| WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund | ||||||
| Fri 2007-02-23š¬ to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| EPS × |
+570.25%
+10.36%/yr |
+11.86%/yr
(R2=0.953) |
||||
| WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund | ||||||
| Fri 2007-02-23š¬ to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| EPS × |
$10,000.00
2007-02-23 |
$67,025.22
2026-06-12 |
||||
| WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund | ||||||
| Year | EPS |
|---|---|
| 2026 (YTD) | +9.89% |
| 2025 | +17.40% |
| 2024 | +23.97% |
| 2023 | +22.81% |
| 2022 | ā15.82% |
| 2021 | +27.47% |
| 2020 | +12.02% |
| 2019 | +32.54% |
| 2018 | ā7.52% |
| 2017 | +22.73% |
| 2016 | +13.76% |
| 2015 | ā1.56% |
| 2014 | +13.59% |
| 2013 | +32.98% |
| 2012 | +14.59% |
| 2011 | +3.65% |
| 2010 | +13.27% |
| 2009 | +27.26% |
| 2008 | ā36.68% |
| 2007 | +2.93% |
| Fri 2007-02-23š¬ to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| EPS × |
ā2.17%
from 2026-06-02 peak |
ā54.43%
2009-03-06 from 2007-10-10 peak |
||||
| WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| EPS × | +25.34% |
+41.50% +18.96%/yr |
+76.97% +20.96%/yr |
+82.25% +12.75%/yr |
+296.65% +14.77%/yr |
|
| WisdomTree U.S. Earnings 500 Fund NYSE Exchange-Traded Fund | ||||||