Morningstar

Wisdomtree High Income Laddered Municipal Fund WTMY

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

Morningstar’s Analysis WTMY

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree High Income Ldrd Muncpl 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 WTMY

More WTMY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PUBLIC FIN AUTH WIS TOLL REV 6.5%

5.44 276,669
municipal

OKLAHOMA DEV FIN AUTH HEALTH SYS REV 5.5%

5.12 260,564
municipal

PUERTO RICO SALES TAX FING CORP SALES TAX REV 5%

5.08 258,366
municipal

CHICAGO ILL BRD ED 6.25%

5.04 256,362
municipal

BUCKEYE OHIO TOB SETTLEMENT FING AUTH 5%

4.64 236,188
municipal

FLORIDA DEV FIN CORP REV 5.25%

3.93 199,734
municipal

TOBACCO SETTLEMENT FING CORP N J 5%

3.25 165,301
municipal

CHICAGO ILL WASTEWATER TRANSMISSION REV 5%

2.30 116,992
municipal

CENTRAL FLA EXPWY AUTH SR LIENREV 5%

2.09 106,331
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5%

1.94 98,716
municipal

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