Morningstar

Wisdomtree 500 Digital Fund N/A SPXUX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 20.33  /  +0.76 %
  • Total Assets 18.9M
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield 0.97%
  • Turnover 3%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SPXUX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree 500 Digital N/A holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SPXUX

More SPXUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.44 2M
Technology

Apple Inc

7.33 1M
Technology

Alphabet Inc Class A

6.02 1M
Communication Services

Microsoft Corp

5.55 1M
Technology

Amazon.com Inc

3.83 723,875
Consumer Cyclical

Meta Platforms Inc Class A

2.65 501,647
Communication Services

Broadcom Inc

2.32 438,243
Technology

Micron Technology Inc

1.72 324,617
Technology

Eli Lilly and Co

1.66 313,141
Healthcare

Berkshire Hathaway Inc Class B

1.62 306,114
Financial Services

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