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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 13.74  /  +0.14 %
  • 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 17, 2024 | 1-Day Return as of May 17, 2024, 10:17 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 sizable 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 SPXUX

More SPXUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.71 231,536
Technology

Apple Inc

6.20 213,794
Technology

NVIDIA Corp

4.91 169,237
Technology

Alphabet Inc Class A

4.73 163,208
Communication Services

Amazon.com Inc

4.03 138,894
Consumer Cyclical

Meta Platforms Inc Class A

2.60 89,663
Communication Services

Berkshire Hathaway Inc Class B

1.91 65,877
Financial Services

Eli Lilly and Co

1.54 53,130
Healthcare

Broadcom Inc

1.38 47,440
Technology

JPMorgan Chase & Co

1.22 42,187
Financial Services