Apple

Microsoft

Alphabet

NVIDIA

Amazon

JPMorgan Chase & Co

Exxon Mobil

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Bank of America

WisdomTree U.S. Earnings 500 Fund

EPS tracks an earnings-weighted index of the 500 largest US companies that have generated positive earnings in the past calendar year.

The EPS exchange-traded fund presents an alternative to the market-cap weighted SPY. SPY is popular, while EPS "only" has assets under management of circa $511 million (as of Q1 2021 quarter-end).

EPS: Cheaper Than SPY, And More Meritocratic

Ares Capital

Ares Management

Blackstone Group

Carlyle Group

Golub Capital BDC

Owl Rock Capital Corp

Sixth Street Specialty Lending

Uber

Business development companies are organizations that invest in small- and medium-sized, and/or distressed companies. Passed by Congress in 1990 via the Small Business Incentive Act, they're structured as closed-end funds.

2 BDCs For You And Me

This earnings-focused ETF hits a new 52-week high. Are more gains in store for this ETF?

Earnings-Focused ETF (EPS) Hits New 52-Week High

WisdomTree U.S. SmallCap Earnings Fund

WisdomTree U.S. MidCap Earnings Fund

The Q1 earnings are on track to reach a new quarterly record at $381.6 billion, surpassing the previous record of $373.7 billion set in Q4 2020.

ETFs to Play the Strong Q1 Earnings Trend

WisdomTree U.S. High Dividend Fund

WisdomTree U.S. LargeCap Dividend Fund

WisdomTree Dividend ex-Financials Fund

WisdomTree U.S. Quality Shareholder Yield Fund

Long duration bonds are witnessing some ugly price action. The 30-Year U.S. Treasury is officially in a bear market, defined as a loss of more than 20%.

The Bond Market's Sell-Off Is Taking Out The Stock Market's Leaders

Multi-factor investing is suitable across a variety of market environments and is looking to prove itself again in 2021. Advisors can access a variety of multi-factor strategies under a single umbrella with the WisdomTree Multi-Factor Model Portfolio.

This Thriving Multi-Factor Portfolio Boasts a Star-Studded Lineup

The WisdomTree U.S. LargeCap ETF has lagged the broad market by quite a bit in 2020: Year-to-date returns of 6% vs. the S&P 500's nearly 13%. The fund tracks a "fundamentally weighted" index, rather than a market-cap weighted one, which helps to explain weak performance this year.

Why WisdomTree U.S. LargeCap Has Underperformed In 2020

Davis Select U.S. Equity ETF

FlexShares STOXX US ESG Impact Index Fund

First Trust Mega Cap AlphaDEX Fund

Wahed FTSE USA Shariah ETF

Xtrackers Russell 1000 US Quality at a Reasonable Price ETF

iShares MSCI USA Quality Factor ETF

SPDR MSCI USA StrategicFactors ETF

The Large Cap Blend style ranks second in Q4'20. Based on an aggregation of ratings of 61 ETFs and 661 mutual funds in the Large Cap Blend style.

Best And Worst Q4 2020: Large Cap Blend ETFs And Mutual Funds

Xtrackers MSCI Europe Hedged Equity ETF

Xtrackers MSCI Eurozone Hedged Equity ETF

European Equity Fund

Swedish Exp Cred ELEMENTS

Direxion Daily FTSE Europe Bull 3X Shares

iShares MSCI Eurozone ETF

Flash PMI™ survey data show US expansion accelerates as Europe slides into a renewed downturn amid tougher COVID-19 restrictions.

Europe Slides Into New Downturn As U.S. Growth Hits 5½ Year High

GraniteShares Gold Shares

Innovator S&P 500 Buffer ETF - August

Innovator S&P 500 Buffer ETF - July

Innovator S&P 500 Buffer ETF June

Innovator S&P 500 Buffer ETF - October

Trns DS S&P 500 Shs

Innovator IBD 50 ETF

First Trust Mid Cap Growth AlphaDEX Fund

First Trust Small Cap Growth AlphaDEX Fund

SPDR Gold Trust

iShares S&P Mid-Cap 400 Growth ETF

iShares S&P Small-Cap 600 Growth ETF

Vanguard S&P Mid-Cap 400 Growth ETF

iShares Core S&P 500 ETF

iShares Russell 2000 Growth ETF

iShares Russell Mid-Cap Growth ETF

iSh Mrng Md-CG Shs

iShares Morningstar Small-Cap Growth ETF

Janus Henderson Small Cap Growth Alpha ETF

SPDR S&P 400 Mid Cap Growth ETF

MFAM Small-Cap Growth ETF

Innovator S&P 500 Power Buffer ETF - August

Innovator S&P 500 Power Buffer ETF - January

Innovator S&P 500 Power Buffer ETF June

Both Sides Now: The Active Vs. Passive Debate Revisited (Podcast Transcript)

A prominent post-Election theme is that value stocks are finally ready to rally, but some advisors may still be skittish about their prospects. One way for asset allocates to inch back into value stocks is with model portfolios, such as the WisdomTree Core Equity Model Portfolio.

Hesitant to Wade Back into Value Stock ETFs?

Advisors looking to position client portfolios for the long-term should consider model portfolios dedicated to that objective. The Siegel-WisdomTree Longevity Model Portfolio, which is part of WisdomTree’s broader Modern Alpha model portfolio series, fits that bill.

A Model Portfolio Emphasizing Longevity

HCM Defender 100 Index ETF

Best And Worst Q3 2020: Large Cap Blend ETFs And Mutual Funds

The population of multi-factor exchange trade funds boomed in recent years and with that boom comes more questions from advisors regarding how to properly these products within client portfolios. The U.S. Multi-Factor Model Portfolio, which is part of WisdomTree’s Modern Alpha series of model portfolios, is an excellent place to start.

Putting Factors to Work Within a Model Portfolio Framework

Presidential election years, of which 2020 is one, can be tricky to navigate for equity investors. Good news: historical data confirm stocks usually rise in these years and advisors can capitalize on that theme for clients with proper positioning via model portfolios.

Leveraging Model Portfolios for Election Year Equity Positioning

WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond Fund

Riskier assets are making their way back from the March lows. Some have easily surpassed those levels, but the time is still appropriate for advisors to increase customization and education with clients, bolstering relationships along the way.

A Bespoke Model Portfolio for the Long Haul

ETF model portfolios may offer financial advisors the targeted outcomes that their investor clients desire and data confirm the model portfolio is expanding rapidly. “Third-party model portfolios are on the rise–more than 400 have been launched since 2018, according to Morningstar’s 2020 Model Portfolio Landscape,” writes Morningstar analyst Jason Kephart in a recent note.

Model Portfolio Universe Still Expanding as Some Ideas Really Standout

Invesco RAFI Strategic US ETF

Invesco S&P 500 Equal Weight ETF

Invesco S&P 500 Revenue ETF

SPDR S&P 500 ETF Trust

Instead of owning "the market," which can be bashed by investors' whims just as easily as it has lately been boosted, let's instead own "shareholder wealth."

'Smart Beta' Means Many Things To Many People, But It's Time Now To Revive The Classic Definition

ProShares Ultra Dow30

SPDR Dow Jones Industrial Average ETF

ProShares Short Dow30

ProShares UltraShort Dow30

ALPS Equal Sector Weight ETF

First Trust Large Cap Core AlphaDEX Fund

First Trust Horizon Managed Volatility Domestic ETF

iShares Russell Top 200 ETF

iShares Russell 2000 ETF

John Hancock Multifactor Large Cap ETF

iShares Morningstar US Equity ETF

ProShares Short QQQ

ProShares UltraShort QQQ

ProShares Ultra QQQ

First Trust NASDAQ-100 Equal Weighted Index Fund

Invesco QQQ

Direxion NASDAQ-100 Equal Weighted Index Shares

First Trust NASDAQ-100 Ex-Technology Sector Index Fund

ProShares Short Russell2000

Schwab U.S. Large-Cap ETF

Worst 1 day market declines in order of magnitude.

How Bad Was Friday's Market Drop

The U.S. stock market appears to be muting the effects of the coronavirus outbreak and resuming its trajectory towards more highs. As far as earnings go, however, it’s large cap movers in technology that are leading the way.

Large Cap Earnings in Tech Comprise the Majority of S&P 500 Gains

Are All Your Investment Problems Solved?

Should WisdomTree U.S. LargeCap Fund (EPS) Be on Your Investing Radar?

Fidelity MSCI Information Technology Index ETF

iShares Core MSCI Europe ETF

iShares Core S&P U.S. Growth ETF

SPDR Portfolio S&P 500 Value ETF

Vanguard Mid-Cap ETF

Vanguard Russell 3000 ETF

Not all cheap ETFs are winners, but this bunch contains some gems that investors may want to embrace before the end of 2019.

The 7 Best Cheap ETFs for the End of 2019 and Beyond

Inspire 100 ETF

Axs Change Finance ESG ETF

Cornerstone Total Return Fund Inc

First Trust Dow 30 Equal Weight ETF

Invesco S&P 100 Equal Weight ETF

ESGL Holdings Ltd

Madrna Domestic Shs Madrona Domestic

Goldman Sachs Equal Weight U.S. Large Cap Equity ETF

Prncpl SusMmnt Shs

Just recently, CNBC ran an article touting the call of "Billionaire Investor Ron Baron" of the Dow reaching 650,000 in just 50 years.

Dow 650,000? We Are Already There!

It is important to separate economic contractions, which we call recessions, and market crashes. Economic recessions have a much greater impact on investment portfolios than so-called stock market crashes.

2 Questions: Length Of Recession, Near-Term Strategy Choices - Weekly Blog # 600

News for WisdomTree U.S. Earnings 500 Fund ETF (EPS)