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WisdomTree US Value ETF WTV

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

Morningstar’s Analysis WTV

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

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.

WisdomTree US Value ETF's Average Process Pillar and People Pillar ratings result in 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 least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WTV

More WTV Holdings
  • Current Portfolio Date
  • Equity Holdings 121
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

2.34
3,578,193
Communication Services

Chevron Corp

1.79
2,731,149
Energy

Cardinal Health Inc

1.76
2,684,991
Healthcare

Builders FirstSource Inc

1.70
2,603,355
Industrials

HCA Healthcare Inc

1.70
2,593,083
Healthcare

McKesson Corp

1.31
2,003,799
Healthcare

Marathon Petroleum Corp

1.30
1,984,391
Energy

Laboratory Corp of America Holdings

1.29
1,970,055
Healthcare

Owens-Corning Inc

1.26
1,931,692
Industrials

United States Steel Corp

1.23
1,872,064
Basic Materials