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WisdomTree Battery Val Chn & Innvt ETF WBAT

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

Morningstar’s Analysis WBAT

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

  • People Pillar

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

WisdomTree Battery Val Chn& Innvt ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WBAT

More WBAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blink Charging Co

4.44 174,974
Industrials

Joby Aviation Inc

3.33 131,288
Industrials

Archer Aviation Inc Class A

3.28 129,193
Industrials

Bloom Energy Corp Class A

3.23 127,279
Industrials

TDK Corp

3.15 124,175
Technology

Wartsila Corp

3.12 123,006
Industrials

Mitsubishi Heavy Industries Ltd

2.50 98,255
Industrials

EnerSys

2.47 97,371
Industrials

Rolls-Royce Holdings PLC

1.94 76,376
Industrials

FuelCell Energy Inc

1.91 75,379
Industrials