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WisdomTree US Corporate Bond WFIG

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

Morningstar’s Analysis WFIG

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

  • People Pillar

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

WisdomTree US Corporate Bond’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 sizable 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 WFIG

More WFIG Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co. 4.08%

1.79 228,876
Corporate

Wells Fargo & Co. 4.81%

1.26 161,717
Corporate

HCA Inc. 4.13%

1.19 152,586
Corporate

Morgan Stanley 3.95%

1.17 149,320
Corporate

Bank of America Corp. 3.19%

1.09 140,148
Corporate

Steel Dynamics, Inc. 5%

1.02 130,417
Corporate

Broadridge Financial Solutions Inc. 3.4%

1.02 130,153
Corporate

UnitedHealth Group Inc. 3.38%

1.00 127,995
Corporate

Bank of America Corp. 3.42%

1.00 127,839
Corporate

Citigroup Inc. 6.63%

0.97 124,261
Corporate