Morningstar

WisdomTree International Al Enhanced Value Fund AIVI

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

Morningstar’s Analysis AIVI

Will AIVI outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Intl Al Enhanced Val ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

National Australia Bank Ltd

3.53 2M
Financial Services

United Overseas Bank Ltd

3.16 2M
Financial Services

Skandinaviska Enskilda Banken AB Class A

3.15 2M
Financial Services

TotalEnergies SE

2.75 2M
Energy

Swedbank AB Class A

2.68 2M
Financial Services

Oversea-Chinese Banking Corp Ltd

2.39 1M
Financial Services

British American Tobacco PLC

2.21 1M
Consumer Defensive

DNB Bank ASA

2.05 1M
Financial Services

Standard Life PLC

1.96 1M
Financial Services

Shell PLC

1.94 1M
Energy

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