Find a Financial AdviserFund EcoMarket AppSRI Stylefinder ToolNewsletter Sign up
Back to funds
Create Client Report PDF

WisdomTree US Equity Income UCITS ETF

SRI Style:

Unclassified

SDR Labelling:

Not eligible to use label (out of scope)

Product:

ETF

Fund Region:

USA

Fund Asset Type:

Passive / Index

Launch Date:

21/10/2014

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£100.78m

(as at: 30/06/2025)

ISIN:

IE00BQZJBQ63

Sustainable, Responsible
&/or ESG Overview:

No response when requested information from fund manager

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Objectives

  • The Fund seeks to track the price and yield performance, before fees and expenses of the WisdomTree US Equity Income UCITS Index(the “Index”).
  • The Index is rule-based and fundamentally weighted and is comprised of the highest dividend yielding US companies based on a composite risk score (“CRS”) screening which is made up of two factors (quality and momentum) each carrying an equal weighting.
  • To be included in the Index, securities must meet minimum market capitalisation and liquidity requirements, have paid dividends over the prior annual cycle and be listed on a US stock exchange.
  • The Index excludes companies based on WisdomTree's environmental, social and governance criteria as outlined in the Index methodology.
  • Companies within the eligible universe are split into real estate and ex-real estate groups, according to their Global Industry Classification Standard sector classification, and ranked within these two groups. Securities ranking in the highest 30% by dividend yield and which do not fall in the bottom 10% of the CRS are selected for inclusion within the Index. Furthermore, a selected company might be removed from the Index if it is ranked in the top 5% based on dividend yield but falls in the bottom 50% of the CRS.
  • The weight of each component company in the Index is calculated based on the aggregate cash dividends (the “Dividend Stream”)and its CRS. The component companies with the top 20% CRS Scores will have their Dividend Stream adjusted by 1.5x (the “Adjusted Dividend Stream”). Component companies are then weighted annually in the Index to reflect their proportionate share of the Adjusted Dividend Stream. Companies which pay more dividends and have higher CRS are more heavily weighted.
  • The Index is “reconstituted” on an annual basis.
  • In order to achieve its objective, the Fund will employ a “passive management” (or indexing) investment approach and will investin a portfolio of equity securities that so far as possible and practicable consists of a representative sample of the component securities of the Index.

(Source: KIID, as at January 2026)

SDR Labelling:

Not eligible to use label (out of scope)

Back to funds Back to funds Create Client Report PDF
Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

WisdomTree US Equity Income UCITS ETF

 Unclassified Not eligible to use label (out of scope) ETF USA Passive / Index 21/10/2014

Fund/Portfolio Size: £100.78m

(as at: 30/06/2025)

ISIN: IE00BQZJBQ63

Sustainable, Responsible &/or ESG Overview

No response when requested information from fund manager

Information received directly from Fund Manager
Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Objectives

  • The Fund seeks to track the price and yield performance, before fees and expenses of the WisdomTree US Equity Income UCITS Index(the “Index”).
  • The Index is rule-based and fundamentally weighted and is comprised of the highest dividend yielding US companies based on a composite risk score (“CRS”) screening which is made up of two factors (quality and momentum) each carrying an equal weighting.
  • To be included in the Index, securities must meet minimum market capitalisation and liquidity requirements, have paid dividends over the prior annual cycle and be listed on a US stock exchange.
  • The Index excludes companies based on WisdomTree's environmental, social and governance criteria as outlined in the Index methodology.
  • Companies within the eligible universe are split into real estate and ex-real estate groups, according to their Global Industry Classification Standard sector classification, and ranked within these two groups. Securities ranking in the highest 30% by dividend yield and which do not fall in the bottom 10% of the CRS are selected for inclusion within the Index. Furthermore, a selected company might be removed from the Index if it is ranked in the top 5% based on dividend yield but falls in the bottom 50% of the CRS.
  • The weight of each component company in the Index is calculated based on the aggregate cash dividends (the “Dividend Stream”)and its CRS. The component companies with the top 20% CRS Scores will have their Dividend Stream adjusted by 1.5x (the “Adjusted Dividend Stream”). Component companies are then weighted annually in the Index to reflect their proportionate share of the Adjusted Dividend Stream. Companies which pay more dividends and have higher CRS are more heavily weighted.
  • The Index is “reconstituted” on an annual basis.
  • In order to achieve its objective, the Fund will employ a “passive management” (or indexing) investment approach and will investin a portfolio of equity securities that so far as possible and practicable consists of a representative sample of the component securities of the Index.

(Source: KIID, as at January 2026)

SDR Labelling:

Not eligible to use label (out of scope)