Skip to Content
Morningstar

WisdomTree 500 Digital N/A SPXUX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 13.05  /  −0.47 %
  • Total Assets 3.4 Mil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 25
  • Status Open
  • TTM Yield 1.27%
  • Turnover 1%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis SPXUX

Will SPXUX outperform in 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.

WisdomTree 500 Digital N/ A’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SPXUX

More SPXUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.71 219,871
Technology

Apple Inc

5.84 191,126
Technology

NVIDIA Corp

4.62 151,217
Technology

Alphabet Inc Class A

4.40 144,144
Communication Services

Amazon.com Inc

3.98 130,426
Consumer Cyclical

Meta Platforms Inc Class A

2.55 83,421
Communication Services

Berkshire Hathaway Inc Class B

1.95 63,976
Financial Services

Eli Lilly and Co

1.53 50,016
Healthcare

Broadcom Inc

1.34 44,010
Technology

Visa Inc Class A

1.24 40,724
Financial Services