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Morningstar

WisdomTree 500 Digital N/A SPXUX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 13.66  /  +0.66 %
  • Total Assets 3.3 Mil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield 1.32%
  • Turnover 1%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:18 PM GMT+0

Morningstar’s Analysis SPXUX

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

  • People Pillar

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

WisdomTree 500 Digital N/ A’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SPXUX

More SPXUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.71 228,483
Technology

Apple Inc

6.33 215,393
Technology

NVIDIA Corp

5.94 202,215
Technology

Alphabet Inc Class A

4.69 159,546
Communication Services

Amazon.com Inc

3.96 134,849
Consumer Cyclical

Meta Platforms Inc Class A

2.61 88,740
Communication Services

Berkshire Hathaway Inc Class B

1.90 64,560
Financial Services

Eli Lilly and Co

1.65 56,239
Healthcare

Broadcom Inc

1.36 46,379
Technology

Tesla Inc

1.23 41,837
Consumer Cyclical