Morningstar

Wisdomtree 500 Digital Fund N/A SPXUX

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub
  • NAV / 1-Day Return 19.95  /  +0.40 %
  • Total Assets 18.3M
  • 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 0.99%
  • Turnover 3%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 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
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Portfolio Holdings SPXUX

More SPXUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.60 1M
Technology

Apple Inc

7.21 1M
Technology

Alphabet Inc Class A

6.53 1M
Communication Services

Microsoft Corp

4.28 779,098
Technology

Amazon.com Inc

3.83 696,159
Consumer Cyclical

Broadcom Inc

2.66 484,140
Technology

Meta Platforms Inc Class A

2.35 427,512
Communication Services

Eli Lilly and Co

1.80 327,360
Healthcare

Tesla Inc

1.79 326,460
Consumer Cyclical

Micron Technology Inc

1.62 294,517
Technology

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