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WisdomTree US Al Enhanced Val ETF AIVL

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

Morningstar’s Analysis AIVL

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit WisdomTree US Al Enhanced Val ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers. The strategy changed its peer group in March, moving from the Large Value category to the Mid-Cap Value Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings AIVL

More AIVL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bank of America Corp

3.60 13.4 Mil
Financial Services

Intercontinental Exchange Inc

3.40 12.7 Mil
Financial Services

Medtronic PLC

3.38 12.6 Mil
Healthcare

Otis Worldwide Corp Ordinary Shares

3.31 12.3 Mil
Industrials

Exxon Mobil Corp

3.29 12.3 Mil
Energy

Comcast Corp Class A

3.02 11.3 Mil
Communication Services

Hewlett Packard Enterprise Co

3.01 11.2 Mil
Technology

Nasdaq Inc

2.85 10.6 Mil
Financial Services

Howmet Aerospace Inc

2.83 10.6 Mil
Industrials

Fortive Corp

2.80 10.4 Mil
Technology