WisdomTree U.S. Value Fund WTV

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Morningstar’s Analysis WTV

Will WTV outperform in the future?

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

Effective approach to shareholder yield.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

WisdomTree U.S. 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.

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Portfolio Holdings WTV

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings20.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

2.93100M
Financial Services

NVIDIA Corp

2.6390M
Technology

Chevron Corp

2.2275M
Energy

Salesforce Inc

2.0770M
Technology

Target Corp

1.9667M
Consumer Defensive

Newmont Corp

1.9566M
Basic Materials

Thermo Fisher Scientific Inc

1.8362M
Healthcare

Merck & Co Inc

1.7660M
Healthcare

Southwest Airlines Co

1.6556M
Industrials

Cisco Systems Inc

1.6355M
Technology

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