WisdomTree US 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.
WisdomTree U.S. Al Enhanced Value Fund AIVL
Morningstar’s Analysis AIVL
Will AIVL outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the AIVL 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 AIVL’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Micron Technology Inc | 4.77 | 19M | Technology |
Bank of America Corp | 4.02 | 16M | Financial Services |
Altria Group Inc | 3.33 | 13M | Consumer Defensive |
U.S. Bancorp | 3.32 | 13M | Financial Services |
Medtronic PLC | 3.25 | 13M | Healthcare |
Danaher Corp | 3.16 | 13M | Healthcare |
Procter & Gamble Co | 3.12 | 12M | Consumer Defensive |
Teledyne Technologies Inc | 2.99 | 12M | Technology |
NiSource Inc | 2.98 | 12M | Utilities |
Nasdaq Inc | 2.87 | 11M | Financial Services |
United States