Morningstar

WisdomTree U.S. Value Fund WTV

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

Morningstar’s Analysis WTV

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

  • People Pillar

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

Effective approach to shareholder yield.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

WisdomTree U.S. Value ETF systematically chooses stocks with high combined dividend and net buyback yields. This approach can invite extra risk, but the fund’s low fee and risk control mechanism should support a durable advantage.

by Zachary Evens
Rated on Published on

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Portfolio Holdings WTV

More WTV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

3.75 119M
Technology

Berkshire Hathaway Inc Class B

2.61 83M
Financial Services

Salesforce Inc

2.39 76M
Technology

Chevron Corp

2.27 72M
Energy

Target Corp

1.98 63M
Consumer Defensive

Newmont Corp

1.95 62M
Basic Materials

Cisco Systems Inc

1.88 60M
Technology

Merck & Co Inc

1.78 56M
Healthcare

Thermo Fisher Scientific Inc

1.73 55M
Healthcare

Citigroup Inc

1.65 52M
Financial Services

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