Morningstar

WisdomTree Bianco Fixed Inc Ttl Ret ETF WTBN

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

Morningstar’s Analysis WTBN

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

  • People Pillar

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

WisdomTree Bianco Fixed Inc Ttl Ret ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WTBN

More WTBN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares MBS ETF

14.00 1.1 Mil
—

Simplify MBS ETF

13.82 1.1 Mil
—

iShares 3-7 Year Treasury Bond ETF

12.11 936,008
—

Schwab Short-Term US Treasury ETF™

10.01 773,399
—

Schwab Long-Term US Treasury ETF

8.77 677,878
—

Vanguard Short-Term Corporate Bond ETF

8.76 677,044
—

Vanguard Long-Term Corporate Bd ETF

7.25 560,301
—

Vanguard Interm-Term Corp Bd ETF

5.72 442,385
—

iShares BBB Rated Corporate Bond ETF

5.02 388,032
—

iShares 0-5 Year TIPS Bond ETF

5.00 386,675
—

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