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 30.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Exxon Mobil Corp | 3.69 | 13.9 Mil | Energy |
Intercontinental Exchange Inc | 3.51 | 13.3 Mil | Financial Services |
Nasdaq Inc | 3.34 | 12.6 Mil | Financial Services |
Medtronic PLC | 3.27 | 12.4 Mil | Healthcare |
Otis Worldwide Corp Ordinary Shares | 2.96 | 11.2 Mil | Industrials |
Abbott Laboratories | 2.95 | 11.1 Mil | Healthcare |
Comcast Corp Class A | 2.88 | 10.9 Mil | Communication Services |
Weyerhaeuser Co | 2.85 | 10.8 Mil | Real Estate |
Fortive Corp | 2.70 | 10.2 Mil | Technology |
U.S. Bancorp | 2.63 | 9.9 Mil | Financial Services |