WisdomTree US Value ETF systematically chooses stocks with high combined dividend and net buyback yields. This approach can invite extra risk, but the fund’s low fee and risk control mechanism should support a durable advantage.
WisdomTree U.S. Value Fund WTV
Morningstar’s Analysis WTV
Will WTV outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the WTV 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 WTV’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 3.34 | 100M | Technology |
Dell Technologies Inc Ordinary Shares - Class C | 2.73 | 82M | Technology |
Berkshire Hathaway Inc Class B | 2.54 | 76M | Financial Services |
Cisco Systems Inc | 2.11 | 63M | Technology |
Zoom Communications Inc | 1.87 | 56M | Technology |
Citigroup Inc | 1.79 | 54M | Financial Services |
Salesforce Inc | 1.69 | 50M | Technology |
Target Corp | 1.67 | 50M | Consumer Defensive |
Southwest Airlines Co | 1.65 | 49M | Industrials |
DaVita Inc | 1.49 | 44M | Healthcare |
United States