Morningstar

Opportunistic Trader ETF WZRD

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

Morningstar’s Analysis WZRD

Will WZRD outperform in the 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 WZRD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Opportunistic Trader ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings WZRD

More WZRD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −4.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Clear Street Pledged

1,442.24 8M
Cash and Equivalents

F/m US Treasury 3 Month Bill Fund - ETF

1.50 8,636
—

Spxw Us 10/12/26 C7830

0.04 250
—

Spxw Us 10/12/26 P7710

0.04 250
—

Spxw Us 10/12/26 P7780

0.03 150
—

Spxw Us 10/12/26 P7795

0.03 150
—

Spxw Us 10/12/26 C7810

−0.04 −250
—

Spxw Us 10/12/26 P7750

−0.09 −500
—

Spxw Us 10/12/26 P7815

−6.31 −36,200
—

Clear Street Options Cash

−1,337.44 −8M
Cash and Equivalents

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