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WisdomTree Alternative Income Fund HYIN

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

Morningstar’s Analysis HYIN

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

  • People Pillar

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

Strength in WisdomTree Alternative Income Fund's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HYIN

More HYIN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Golub Capital BDC Inc

3.11 511,326
Financial Services

Main Street Capital Corp

3.03 497,514
Financial Services

FS KKR Capital Corp

3.02 495,870
Financial Services

Hercules Capital Inc

2.99 491,702
Financial Services

Blackstone Secured Lending Fund Ordinary Shares

2.99 491,425
Financial Services

Ares Capital Corp

2.96 486,519
Financial Services

Blue Owl Capital Corp Ordinary Shares

2.96 485,437
Financial Services

Arbor Realty Trust Inc

2.96 485,404
Real Estate

Ellington Financial Inc

2.94 482,741
Real Estate

Rithm Capital Corp

2.92 479,409
Real Estate