WisdomTree U.S. Value Fund (WTV) — ETF Analysis on Winston

Key Facts

• Issuer: WisdomTree
• Asset Class: Stock
• Price: $108.29
• Expense Ratio: 12.00%
• Assets Under Management: $3.3B
• Number of Holdings: 157
• Inception Date: 2007-02-23
• Currency: USD

Winston Score

WisdomTree U.S. Value Fund has a Winston Score of 85 out of 100.

Performance

• 1-Year Return: 20.19%
• 3-Year Return: 72.55%
• 5-Year Return: 75.74%

Top Holdings

Nvidia Corp (N/A%), Zoom Video Communications-A (N/A%), Salesforce Inc (N/A%), Citigroup Inc (N/A%), Target Corp (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)