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Morningstar

WisdomTree Intl Al Enhanced Val ETF AIVI

Morningstar Analyst Rating
Quantitative 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.

Summary

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An average Process Pillar and a subpar Parent Pillar help limit WisdomTree Intl Al Enhanced Val ETF to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AIVI

More AIVI Holdings
  • Current Portfolio Date Mar 20, 2023
  • Equity Holdings 121
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Enagas SA

3.25
2,481,890
Utilities

Koninklijke Philips NV

3.15
2,409,960
Healthcare

Aviva PLC

3.05
2,330,591
Financial Services

HeidelbergCement AG

3.01
2,297,049
Basic Materials

Swiss Re AG

2.86
2,182,250
Financial Services

Phoenix Group Holdings PLC

2.82
2,151,292
Financial Services

M&G PLC Ordinary Shares

2.68
2,044,084
Financial Services

Holcim Ltd

2.59
1,976,694
Basic Materials

Henkel AG & Co KGaA Participating Preferred

2.56
1,957,054
Consumer Defensive

Publicis Groupe SA

2.55
1,947,746
Communication Services