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Morningstar

WisdomTree Growth Leaders PLAT

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis PLAT

Will PLAT outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PLAT’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PLAT 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 PLAT’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Growth Leaders’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings PLAT

More PLAT Holdings
  • Current Portfolio Date
  • Equity Holdings 54
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 51.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

9.81
959,204
Communication Services

Microsoft Corp

8.64
845,263
Technology

Apple Inc

8.42
823,006
Technology

Amazon.com Inc

7.13
697,380
Consumer Cyclical

Meta Platforms Inc Class A

4.98
486,941
Communication Services

Visa Inc Class A

3.60
351,685
Financial Services

Mastercard Inc Class A

2.93
286,243
Financial Services

Salesforce Inc

2.20
215,555
Technology

Booking Holdings Inc

1.86
181,953
Consumer Cyclical

Alibaba Group Holding Ltd ADR

1.74
169,663
Consumer Cyclical