WisdomTree Private Credit & Alt Inc holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
WisdomTree Private Credit & Alternative Income Fund HYIN
Morningstar’s Analysis HYIN
Will HYIN outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Main Street Capital Corp | 3.41 | 2M | Financial Services |
AGNC Investment Corp | 3.40 | 2M | Real Estate |
FS KKR Capital Corp | 3.39 | 2M | Financial Services |
Oxford Lane Capital Corp | 3.39 | 2M | — |
Sixth Street Specialty Lending Inc | 3.37 | 2M | Financial Services |
Golub Capital BDC Inc | 3.35 | 2M | Financial Services |
Ares Capital Corp | 3.33 | 2M | Financial Services |
Hercules Capital Inc | 3.32 | 2M | Financial Services |
Annaly Capital Management Inc | 3.27 | 2M | Real Estate |
Dynex Capital Inc | 3.26 | 2M | Real Estate |