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WisdomTree US Multifactor USMF

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

Morningstar’s Analysis USMF

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

People Pillar

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

A defensive multifactor strategy.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

WisdomTree U.S. Multifactor ETF’s diversified exposure to a series of time-tested risk factors and defensive tint give it a compelling risk/reward profile that should grade better than the Russell Midcap Index, its category benchmark.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings USMF

More USMF Holdings
  • Current Portfolio Date
  • Equity Holdings 199
  • Bond Holdings 0
  • Other Holdings 0
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Broadcom Inc

1.85
4,362,630
Technology

GoDaddy Inc Class A

1.51
3,567,800
Technology

Gartner Inc

1.47
3,487,212
Technology

International Business Machines Corp

1.46
3,442,031
Technology

Motorola Solutions Inc

1.41
3,330,301
Technology

Insight Enterprises Inc

1.34
3,177,759
Technology

VeriSign Inc

1.29
3,042,029
Technology

T-Mobile US Inc

1.25
2,958,522
Communication Services

Electronic Arts Inc

1.22
2,889,929
Communication Services

NetApp Inc

1.20
2,842,550
Technology