The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.
WisdomTree US Corporate Bond WFIG
Morningstar’s Analysis WFIG
Will WFIG 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 10.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
JPMorgan Chase & Co. 4.08% | 1.50 | 258,025 | Corporate |
Morgan Stanley 5% | 1.21 | 207,234 | Corporate |
Bank of America Corp. 2.59% | 1.15 | 196,478 | Corporate |
Verizon Communications Inc. 4.33% | 1.12 | 191,418 | Corporate |
Citigroup Inc. 3.11% | 1.11 | 189,614 | Corporate |
Wells Fargo & Co. 4.81% | 0.95 | 162,788 | Corporate |
Georgia Power Company 5.13% | 0.91 | 155,597 | Corporate |
U.S. Bancorp. 5.78% | 0.91 | 155,278 | Corporate |
HCA Inc. 4.13% | 0.90 | 154,035 | Corporate |
Morgan Stanley 3.95% | 0.88 | 150,200 | Corporate |