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WisdomTree Intl Al Enhanced Val ETF AIVI

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.

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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings AIVI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

British American Tobacco PLC

3.52 2.5 Mil
Consumer Defensive

Shell PLC

3.27 2.3 Mil
Energy

Zurich Insurance Group AG

3.14 2.2 Mil
Financial Services

Fresenius SE & Co KGaA

3.07 2.2 Mil
Healthcare

Swiss Re AG

3.06 2.1 Mil
Financial Services

Vinci SA

2.88 2.0 Mil
Industrials

Groupe Bruxelles Lambert SA

2.79 2.0 Mil
Financial Services

iShares MSCI EAFE Value ETF

2.48 1.7 Mil

United Utilities Group PLC Class A

2.44 1.7 Mil
Utilities

Takeda Pharmaceutical Co Ltd

2.19 1.5 Mil
Healthcare