Morningstar

WisdomTree U.S. Al Enhanced Value Fund AIVL

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

Morningstar’s Analysis AIVL

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree US Al Enhanced Val ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AIVL

More AIVL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp

3.60 15M
Financial Services

Medtronic PLC

3.26 13M
Healthcare

Amazon.com Inc

3.22 13M
Consumer Cyclical

Danaher Corp

3.21 13M
Healthcare

Intercontinental Exchange Inc

3.16 13M
Financial Services

U.S. Bancorp

3.09 13M
Financial Services

Altria Group Inc

3.05 12M
Consumer Defensive

Procter & Gamble Co

2.99 12M
Consumer Defensive

Nasdaq Inc

2.88 12M
Financial Services

Teledyne Technologies Inc

2.87 12M
Technology

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