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WisdomTree US Al Enhanced Val ETF AIVL

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Morningstar’s Analysis AIVL

Will AIVL outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit WisdomTree US Al Enhanced Val ETF to 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. The strategy changed its peer group last March, moving from the Large Value category to the Mid-Cap Value Morningstar Category.

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Portfolio Holdings AIVL

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp

3.65 13.8 Mil
Financial Services

Intercontinental Exchange Inc

3.43 13.0 Mil
Financial Services

Medtronic PLC

3.40 12.9 Mil
Healthcare

Otis Worldwide Corp Ordinary Shares

3.30 12.5 Mil
Industrials

Exxon Mobil Corp

3.22 12.2 Mil
Energy

Nasdaq Inc

2.96 11.2 Mil
Financial Services

Comcast Corp Class A

2.95 11.2 Mil
Communication Services

Hewlett Packard Enterprise Co

2.95 11.1 Mil
Technology

Fortive Corp

2.84 10.8 Mil
Technology

Howmet Aerospace Inc

2.81 10.6 Mil
Industrials