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WisdomTree EmMkts ex-Stt-Ownd EntrprsETF XSOE

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

Morningstar’s Analysis XSOE

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

  • People Pillar

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

Increased confidence in WisdomTree EmMkts ex-Stt-Ownd EntrprsETF's prospects relative to its Morningstar Category peers leads to an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XSOE

More XSOE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

8.56 170.7 Mil
Technology

Tencent Holdings Ltd

4.72 94.2 Mil
Communication Services

Samsung Electronics Co Ltd

3.99 79.5 Mil
Technology

Alibaba Group Holding Ltd Ordinary Shares

2.39 47.7 Mil
Consumer Cyclical

PDD Holdings Inc ADR

1.79 35.7 Mil
Consumer Cyclical

Reliance Industries Ltd GDR - 144A

1.73 34.6 Mil
Energy

HDFC Bank Ltd

1.60 32.0 Mil
Financial Services

Al Rajhi Bank

1.49 29.7 Mil
Financial Services

MercadoLibre Inc

1.22 24.4 Mil
Consumer Cyclical

SK Hynix Inc

1.06 21.2 Mil
Technology