WTV Stock Price, Chart, Stats & News

WisdomTree U.S. Value Fund
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Mid-Cap Value
Category
0.12%
Expense ratio
3.01B
Assets
24.64%
1Y return
WTV chart
1M
3M
1Y
5Y
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WTV returns
| YTD | 11.65% |
| 1Y | 24.64% |
| 3Y | 21.92% |
| 5Y | 13.33% |
| 10Y | 14.63% |
| 1Y volatility | 8.43% |
| 3Y volatility | 14.87% |
| Sharpe ratio | 1.22 |
About
This actively managed, model-driven exchange-traded fund (ETF) aims to achieve its investment goals by primarily allocating capital to U. S. equity securities. It focuses on companies demonstrating high 'total shareholder yield' alongside robust profitability metrics, such as strong return on equity (ROE) and/or return on assets (ROA).
Top 10 WTV holdings
| Holding | Ownership |
|---|---|
Technology 3.57% | |
Technology 2.16% | |
Technology 1.97% | |
Financial Services 1.72% | |
Consumer Defensive 1.70% | |
Technology 1.68% | |
Technology 1.63% | |
Health care 1.58% | |
Health care 1.55% | |
Industrials 1.52% |
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