The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
WisdomTree US Al Enhanced Val ETF AIVL
Morningstar’s Analysis AIVL
Will AIVL outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Exxon Mobil Corp | 3.29 | 12.4 Mil | Energy |
Intercontinental Exchange Inc | 3.23 | 12.2 Mil | Financial Services |
Otis Worldwide Corp Ordinary Shares | 3.19 | 12.0 Mil | Industrials |
Medtronic PLC | 3.08 | 11.6 Mil | Healthcare |
Fortive Corp | 3.06 | 11.5 Mil | Technology |
Comcast Corp Class A | 3.04 | 11.5 Mil | Communication Services |
Bank of America Corp | 3.01 | 11.3 Mil | Financial Services |
Nasdaq Inc | 2.96 | 11.2 Mil | Financial Services |
Abbott Laboratories | 2.90 | 10.9 Mil | Healthcare |
PPL Corp | 2.53 | 9.5 Mil | Utilities |