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SoFi Weekly Dividend ETF WKLY

Medalist Rating as of | See Sofi Investment Hub

Morningstar’s Analysis WKLY

Will WKLY outperform in future?

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

SoFi Weekly Dividend ETF’s strong process and parent firm are the foundation for this strategy's Morningstar Medalist Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings WKLY

  • Current Portfolio Date
  • Equity Holdings 336
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 23.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DEPOSITS WITH BROKER FOR SHORT POSITIONS

11.09
1,126,021
Cash and Equivalents
3.16
321,243
Energy
3.02
307,071
Healthcare
3.02
306,803
Financial Services
2.56
259,848
Consumer Defensive
2.43
246,464
Technology
2.39
243,210
Consumer Defensive
1.99
201,916
Energy
1.68
170,563
Healthcare
1.61
163,068
Healthcare