NEW YORK, Aug. 25, 2005 — Beginning with the September 2005 rebalance of the Dow Jones Wilshire 5000 and its subsidiary indexes, the United States company definition for inclusion in the index will change. Beginning September 19, corporations that are technically based outside of the United States but are considered by the investment community to be U.S. companies will be index components.
The companies that will be added based on the new inclusion rules are:
Component Additions to Dow Jones Wilshire 5000 Full Market Cap Index
Component Additions to Dow Jones Wilshire 5000 Free Float Market Cap Index
Please note, the shares information included is preliminary, and is subject to change.
Going forward, each company included in the Dow Jones Wilshire 5000 and its subsidiary indexes — including multinationals — is assigned to the country of its headquarters and primary market listing, which typically also match its country of incorporation. In cases where headquarters and primary market listing don’t match, such as where there is no readily accessible home-equity market or where a company is domiciled in a certain country solely for tax or regulatory purposes, the company will be analyzed on a case-by-case basis.