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WisdomTree U.S. ESG ETF RESP

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

Morningstar’s Analysis RESP

Will RESP 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 RESP’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit WisdomTree U.S. ESG ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 RESP

More RESP Holdings
  • Current Portfolio Date
  • Equity Holdings 301
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 28.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.78
4,618,952
Technology

Microsoft Corp

5.98
4,076,862
Technology

Alphabet Inc Class A

3.91
2,667,672
Communication Services

Amazon.com Inc

3.13
2,135,821
Consumer Cyclical

NVIDIA Corp

2.76
1,884,563
Technology

Meta Platforms Inc Class A

1.95
1,327,007
Communication Services

Visa Inc Class A

1.22
828,598
Financial Services

JPMorgan Chase & Co

1.11
758,043
Financial Services

Eli Lilly and Co

1.06
723,042
Healthcare

Mastercard Inc Class A

1.00
679,240
Financial Services