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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 volatility8.43%
3Y volatility14.87%
Sharpe ratio1.22

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

HoldingOwnership
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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