Morningstar

WisdomTree US Value ETF WTV

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis WTV

Will WTV outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WTV’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WTV management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WTV’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree US Value ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WTV

More WTV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

2.68 9.6 Mil
Utilities

AppLovin Corp Ordinary Shares - Class A

2.38 8.5 Mil
Technology

Exxon Mobil Corp

1.50 5.4 Mil
Energy

Synchrony Financial

1.14 4.1 Mil
Financial Services

Fox Corp Class A

1.11 4.0 Mil
Communication Services

GoDaddy Inc Class A

1.11 4.0 Mil
Technology

Equitable Holdings Inc

1.06 3.8 Mil
Financial Services

Bank of New York Mellon Corp

1.02 3.7 Mil
Financial Services

Builders FirstSource Inc

1.02 3.7 Mil
Industrials

RTX Corp

0.97 3.5 Mil
Industrials

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