LargeCap Focus

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Draft theme Never published

LargeCap Focus

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.


WisdomTree Large Cap ETFs offer Modern Alpha® alternatives to market-cap based index trackers with a choice of rules

  • a focus on geography 
    • developed markets ex-US
    • emerging markets
    • China and India (ex-State Owned Enterprises)
  • a focus on profitability of US companies
    • dividend yield
    • earnings


WisdomTree U.S. LargeCap Dividend Fund is the benchmark of this theme


The choice of time frames - from one week to a year - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes


As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker

Expand any chart by double-click


The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

LargeCap Focus • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
WisdomTree China ex-State-Owned Enterprises Fund CXSE NASDAQ - - - 202 M 55.2% Neutral 27%   18% -25%
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund XSOE NYSEARCA - - - 891 M 52.0% Neutral 21%   17% -13%
WisdomTree Growth Leaders Fund PLAT NYSEARCA - - - 0 52.0% Weak Down 24%   17% -14%
WisdomTree India ex-State-Owned Enterprises Fund IXSE NYSEARCA - - - 1.2 M 66.2% Weak Up 22%   14% -9%
WisdomTree International LargeCap Dividend Fund DOL NYSEARCA - - - 373 M 32.0% Weak Up 16%   11% -9%
WisdomTree U.S. LargeCap Dividend Fund DLN NYSEARCA - - - 2.2 B 34.6% Weak Up 16%   11% -9%
WisdomTree U.S. LargeCap Fund EPS NYSEARCA - - - 391 M 42.9% Weak Up 17%   12% -9%