The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.
WisdomTree US Value ETF WTV
Morningstar’s Analysis WTV
Will WTV outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vistra Corp | 1.58 | 4.7 Mil | Utilities |
AppLovin Corp Ordinary Shares - Class A | 1.38 | 4.1 Mil | Technology |
Marathon Petroleum Corp | 1.17 | 3.5 Mil | Energy |
Valero Energy Corp | 1.14 | 3.4 Mil | Energy |
Synchrony Financial | 1.07 | 3.2 Mil | Financial Services |
Builders FirstSource Inc | 1.06 | 3.1 Mil | Industrials |
Discover Financial Services | 1.05 | 3.1 Mil | Financial Services |
Evercore Inc Class A | 1.01 | 3.0 Mil | Financial Services |
Phillips 66 | 1.00 | 3.0 Mil | Energy |
Equitable Holdings Inc | 0.99 | 3.0 Mil | Financial Services |