Morningstar

Wisdomtree Bianco Fixed Income Total Return Fund WTBN

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

Morningstar’s Analysis WTBN

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Bianco Fixed Inc Ttl Ret 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 WTBN

More WTBN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MBS ETF

25.47 26M
—

iShares 3-7 Year Treasury Bond ETF

14.63 15M
—

Schwab Short-Term US Treasury ETF™

11.25 12M
—

Vanguard Long-Term Corporate Bd ETF

9.11 9M
—

Schwab Long-Term US Treasury ETF

8.53 9M
—

Vanguard Interm-Term Corp Bd ETF

7.53 8M
—

iShares TIPS Bond ETF

5.02 5M
—

Vanguard Short-Term Corporate Bond ETF

4.98 5M
—

State Street® SPDR® Blmbg Cnvrt Secs ETF

4.73 5M
—

iShares 7-10 Year Treasury Bond ETF

4.25 4M
—

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