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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 lowest 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 0
  • Bond Holdings 448
  • Other Holdings 0
  • % Assets in Top 10 Holdings 15.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marriott International, Inc. 5.75%

1.76
152,292
Corporate

Morgan Stanley 3.95%

1.72
148,613
Corporate

Bank of America Corp. 3.19%

1.62
139,751
Corporate

Steel Dynamics, Inc. 5%

1.53
131,894
Corporate

HCA Inc. 4.13%

1.51
130,546
Corporate

JPMorgan Chase & Co. 4.08%

1.51
130,186
Corporate

Broadridge Financial Solutions Inc. 3.4%

1.50
129,248
Corporate

UnitedHealth Group Inc. 3.38%

1.48
127,999
Corporate

The Charles Schwab Corporation 1.15%

1.38
119,336
Corporate

Bank of America Corp. 2.59%

1.36
117,414
Corporate