WisdomTree U.S. Al Enhanced Value Fund AIVL

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.

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.

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Portfolio Holdings AIVL

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.2418M
Technology

Amazon.com Inc

4.1817M
Consumer Cyclical

Microsoft Corp

3.6315M
Technology

Bank of America Corp

2.5311M
Financial Services

Comcast Corp Class A

2.3310M
Communication Services

Medtronic PLC

2.2810M
Healthcare

Procter & Gamble Co

2.269M
Consumer Defensive

Intercontinental Exchange Inc

2.219M
Financial Services

Altria Group Inc

2.179M
Consumer Defensive

U.S. Bancorp

1.988M
Financial Services

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