The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers. The strategy changed its peer group in March, moving from the Large Value category to the Mid-Cap Value Morningstar Category.
WisdomTree US Al Enhanced Val ETF AIVL
Morningstar’s Analysis AIVL
Will AIVL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 32.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Bank of America Corp | 3.67 | 13.8 Mil | Financial Services |
Exxon Mobil Corp | 3.63 | 13.7 Mil | Energy |
Medtronic PLC | 3.46 | 13.0 Mil | Healthcare |
Intercontinental Exchange Inc | 3.37 | 12.7 Mil | Financial Services |
Hewlett Packard Enterprise Co | 3.31 | 12.5 Mil | Technology |
Otis Worldwide Corp Ordinary Shares | 3.15 | 11.8 Mil | Industrials |
Nasdaq Inc | 3.06 | 11.5 Mil | Financial Services |
Abbott Laboratories | 3.06 | 11.5 Mil | Healthcare |
Comcast Corp Class A | 2.99 | 11.2 Mil | Communication Services |
Fortive Corp | 2.89 | 10.9 Mil | Technology |