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WisdomTree US Al Enhanced Val ETF AIVL

Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis AIVL

Will AIVL outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

WisdomTree US Al Enhanced Val ETF earns a Morningstar Medalist Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars.

null Morningstar Manager Research

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 AIVL

  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 29.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.31
12,759,701
Financial Services
3.29
12,699,290
Energy
3.24
12,499,370
Healthcare
3.23
12,449,037
Healthcare
3.11
12,006,612
Financial Services
2.83
10,904,376
Communication Services
2.68
10,337,710
Financial Services
2.68
10,332,960
Consumer Cyclical
2.48
9,587,846
Technology
2.40
9,254,601
Financial Services