DLN ETF Analysis: U.S. LargeCap Dividend Fund | NYSE

Large Value | NYSE, USA | Market Cap: 6.364m USD | 12M Return: 17.9% | US97717W3079 | Charts, Fundamentals & Technical Analysis

Large Cap, Dividend Stocks, U.S. Equities, Index Tracking
Total Rating 59
Safety 54
Buy Signal -0.04
Large Value
Category Rotation: +2.4
TER: 0.28%
AUM: 6.36B
Avg Turnover: 9.20M
Risk 3d forecast
Volatility9.91%
VaR 5th Pctl1.83%
VaR vs Median2.86%
Reward TTM
Sharpe Ratio1.42
Rel. Str. IBD58.1
Rel. Str. Peer Group33.7
Character TTM
Beta0.578
Beta Downside0.602
Hurst Exponent0.487
Drawdowns 3y
Max DD13.71%
CAGR/Max DD1.37
CAGR/Mean DD12.73

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +0.0% 10
Feb -0.6% 8
Mar +0.0% 7
Apr +0.1% 5
May +0.2% 8
Jun -0.6% 8
Jul +0.9% 43
Aug -0.3% 14
Sep -1.3% 40
Oct -2.0% 28
Nov +1.9% 54
Dec +0.0% 0

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: DLN U.S. LargeCap Dividend Fund

The WisdomTree U.S. LargeCap Dividend Fund (DLN) is an exchange-traded fund that passively tracks a fundamentally weighted index composed of large-capitalization, dividend-paying U.S. equities. Under its standard investment policy, the fund must allocate at least 95% of its total assets (excluding collateral from securities lending) to the indexs constituent securities or instruments with substantially identical economic characteristics.

As a non-diversified fund, DLN may concentrate its holdings more heavily than a diversified fund, which can lead to greater exposure to specific issuers or sectors. Listed under the Large Value ETF category and launched in June 2006, the fund primarily serves income-oriented investors seeking exposure to established U.S. companies with a history of paying dividends.

Headlines to Watch Out For
  • Interest rate cuts pressure dividend yield advantage vs bonds
  • Large-cap value sector rotation boosts fundamental weighting
  • AUM growth from income-seeking investors accelerates inflows
What is the price of DLN shares?

As of September 16, 2026, the stock is trading at USD 99.90 with a total of 65,600 shares traded. Over the past week, the price has changed by -1.43%, over one month by -0.75%, over three months by +4.41% and over the past year by +17.89%.

Current recommended Stop Loss: 99.00 (which is 0.9% or 1.5 ATR below the current price).

Is DLN a buy, sell or hold?

U.S. LargeCap Dividend Fund has no consensus analysts rating.