Morningstar

WisdomTree Artfcl Intllgnc & Innvtn ETF WTAI

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

Morningstar’s Analysis WTAI

Will WTAI 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 WTAI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WTAI 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 WTAI’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Artfcl Intllgnc& Innvtn 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 WTAI

More WTAI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

3.15 6.2 Mil
Technology

Meta Platforms Inc Class A

2.83 5.5 Mil
Communication Services

ARM Holdings PLC ADR

2.65 5.2 Mil
Technology

Broadcom Inc

2.63 5.1 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.51 4.9 Mil
Technology

Apple Inc

2.41 4.7 Mil
Technology

Alphabet Inc Class A

2.23 4.3 Mil
Communication Services

Advanced Micro Devices Inc

2.19 4.3 Mil
Technology

Tesla Inc

2.14 4.2 Mil
Consumer Cyclical

Marvell Technology Inc

2.13 4.1 Mil
Technology

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