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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.

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 cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings AIVL

  • 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