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WisdomTree Intl Al Enhanced Val ETF AIVI

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

Morningstar’s Analysis AIVI

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

  • People Pillar

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

WisdomTree Intl Al Enhanced Val ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 AIVI

More AIVI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

British American Tobacco PLC

3.83 2.7 Mil
Consumer Defensive

Fresenius SE & Co KGaA

3.42 2.4 Mil
Healthcare

Basf SE

3.38 2.4 Mil
Basic Materials

Shell PLC

3.32 2.3 Mil
Energy

Takeda Pharmaceutical Co Ltd

3.25 2.3 Mil
Healthcare

Zurich Insurance Group AG

3.09 2.2 Mil
Financial Services

M&G PLC Ordinary Shares

3.02 2.1 Mil
Financial Services

Vinci SA

2.99 2.1 Mil
Industrials

Swiss Re AG

2.93 2.1 Mil
Financial Services

Groupe Bruxelles Lambert SA

2.84 2.0 Mil
Financial Services