WisdomTree U.S. Efficient Core Fund

Profitability for 1 year: 13.94%
Commission: 0.2%
Category: Diversified Portfolio
Title Industry Share, % P/BV P/S P/E EV/Ebitda Dividend yield
#1 NVIDIA NVIDIA Technology 7.811 61.15 37.17 66.56 34.59 0.0255
#2 Apple Apple Technology 6.6048 55.81 9.89 36.74 26.98 0.44
#3 Alphabet Inc. Alphabet Inc. Technology 6.2999 7.32 6.8 23.78 17.6 0.35
#4 Microsoft Corporation Microsoft Corporation Technology 4.8409 8.71 10.61 29.37 23.37 0.7
#5 Amazon Amazon Consumer Discretionary 3.5571 8.3 3.72 40.04 19.58 0
#6 Meta (Facebook) Meta (Facebook) Technology 2.6892 8.46 9.4 24.78 17.85 0.31
#7 Broadcom Broadcom Technology 2.4294 19.84 25.24 69.74 50.88 0.85
#8 Tesla Tesla Industrials 2.0066 19.92 15.03 205.89 99.64 0
#9 Eli Lilly and Company Eli Lilly and Company Healthcare 1.6351 49.02 14.17 44.77 47.94 0.67
#10 Walmart Walmart Consumer Staples 1.573 11.17 1.49 52.28 20.1 0.8
#11 JPMorgan Chase JPMorgan Chase Financials 1.4056 2 2.54 11.78 11.69 1.78
#12 Exxon Mobil Exxon Mobil Energy 1.0792 1.68 1.34 13.5 6.46 3.38
#13 Visa Visa Financials 1.0655 18.11 17.17 34.24 28.89 0.69
#14 Johnson & Johnson Johnson & Johnson Healthcare 0.9061 4.83 3.88 24.53 14.43 2.79
#15 Mastercard Mastercard Financials 0.8124 74.78 17.3 37.84 29.59 0.53
#16 Micron Technology, Inc. Micron Technology, Inc. Technology 0.7602 8.91 12.91 56.52 7.39 0.33
#17 Costco Wholesale Costco Wholesale Consumer Staples 0.7006 15.17 1.61 54.63 30.81 0.52
#18 Bank of America Bank of America Financials 0.655 1.17 1.79 12.69 22.46 2.12
#19 Netflix Netflix Consumer Staples 0.6324 15.98 10.14 45.4 16.21 0
#20 Procter & Gamble Company Procter & Gamble Company Consumer Staples 0.632 7.71 4.76 25.1 17.43 2.63
#21 Chevron Chevron Energy 0.6316 1.7 1.34 14.72 6.06 4.35
#22 AbbVie AbbVie Healthcare 0.6277 92.87 6.64 96.15 25.13 2.97
#23 Oracle Oracle Technology 0.6057 20.73 7.38 34.06 22.6 0.88
#24 Caterpillar Caterpillar Industrials 0.6043 9.11 2.74 16.46 13.04 1.33
#25 General Electric General Electric Industrials 0.5996 9.4 4.75 28.05 19.36 0.48
#26 Home Depot Home Depot Consumer Staples 0.598 56.17 2.34 25.19 18.47 2.38
#27 AMD AMD Technology 0.5515 3.48 7.77 122.14 37.82 0
#28 Coca-Cola Coca-Cola Consumer Discretionary 0.5455 10.79 7.24 26.48 18.06 2.81
#29 Cisco Cisco Technology 0.5233 6.75 5.58 31.07 18.97 2.29
#30 Applied Materials Applied Materials Technology 0.509 15.63 11.25 45.6 19.35 0.82
#31 Lam Research Corporation Lam Research Corporation Technology 0.5089 32.64 17.46 60.07 19.54 0.83
#32 Palantir Technologies Inc. Palantir Technologies Inc. Technology 0.5076 36.38 64.69 401.04 536.55 0
#33 Wells Fargo Wells Fargo Financials 0.5045 1.54 2.46 13.08 15.61 2.1
#34 Merck & Co Merck & Co Healthcare 0.4868 5.39 3.9 14.6 10.65 3.01
#35 Philip Morris International Philip Morris International Consumer Staples 0.4768 -18.92 4.93 26.55 14.06 3.32
#36 Goldman Sachs Goldman Sachs Financials 0.472 1.57 1.51 13.4 30.12 1.73
#37 Raytheon Raytheon Industrials 0.4616 2.5 1.92 32.43 15.79 1.6
#38 Morgan Stanley Morgan Stanley Financials 0.4507 1.92 1.96 15.13 21.41 2.58
#39 T-Mobile US T-Mobile US Telecom 0.42 4.19 3.18 22.83 11.84 1.49
#40 UnitedHealth Group UnitedHealth Group Healthcare 0.4031 4.6 1.18 32.75 18.64 2.48
#41 American Express American Express Financials 0.3962 7 2.86 20.93 15.27 0.93
#42 IBM IBM Technology 0.3771 7.54 3.29 34.27 20.6 2.46
#43 Mcdonalds Mcdonalds Consumer Staples 0.3723 -55.06 8.07 25.42 18.64 2.23
#44 GE Vernova Inc. GE Vernova Inc. Utilities 0.3632 8.63 2.62 58.92 51.3 0.11
#45 PepsiCo PepsiCo Consumer Staples 0.354 11.51 2.28 21.83 14.72 3.67
#46 Citigroup Citigroup Financials 0.3392 0.64 0.78 10.55 20.97 2.48
#47 Verizon Verizon Telecom 0.3313 1.66 1.24 9.54 6.97 6.11
#48 Intel Intel Technology 0.3267 1.99 4.31 -852.62 18.81 0
#49 AT&T AT&T Telecom 0.3255 1.35 1.33 14.88 6.92 4.07

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