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WisdomTree Battery Val Chn & Innvt ETF WBAT

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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings WBAT

  • Current Portfolio Date
  • Equity Holdings 138
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 25.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.32
167,211
Industrials
3.03
152,703
Industrials
2.92
147,110
Utilities
2.57
129,570
Industrials
2.53
127,492
Industrials
2.42
121,696
Industrials
2.24
112,585
Industrials
2.21
111,482
Industrials
2.20
110,778
Industrials
1.96
98,726
Industrials