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 31.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Bank of America Corp | 3.60 | 13.4 Mil | Financial Services |
Intercontinental Exchange Inc | 3.40 | 12.7 Mil | Financial Services |
Medtronic PLC | 3.38 | 12.6 Mil | Healthcare |
Otis Worldwide Corp Ordinary Shares | 3.31 | 12.3 Mil | Industrials |
Exxon Mobil Corp | 3.29 | 12.3 Mil | Energy |
Comcast Corp Class A | 3.02 | 11.3 Mil | Communication Services |
Hewlett Packard Enterprise Co | 3.01 | 11.2 Mil | Technology |
Nasdaq Inc | 2.85 | 10.6 Mil | Financial Services |
Howmet Aerospace Inc | 2.83 | 10.6 Mil | Industrials |
Fortive Corp | 2.80 | 10.4 Mil | Technology |