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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 lowest 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 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Rolls-Royce Holdings PLC

4.20 170,410
Industrials

E.ON SE

3.81 154,880
Utilities

Mitsubishi Heavy Industries Ltd

3.46 140,378
Industrials

Joby Aviation Inc

3.13 127,281
Industrials

Bloom Energy Corp Class A

3.12 126,752
Industrials

Wartsila Corp

2.98 121,193
Industrials

Archer Aviation Inc Class A

2.74 111,125
Industrials

Bayerische Motoren Werke AG

2.33 94,762
Consumer Cyclical

Camel Group Co Ltd Class A

2.04 82,689
Consumer Cyclical

TDK Corp

1.81 73,338
Technology