WisdomTree US Value FundWTV
WTV
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
4% more funds holding
Funds holding: 67 [Q2] → 70 (+3) [Q3]
4% more capital invested
Capital invested by funds: $205M [Q2] → $214M (+$8.49M) [Q3]
6.17% less ownership
Funds ownership: 65.44% [Q2] → 59.27% (-6.17%) [Q3]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q2] → 3 (-1) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for WTV.
Financial journalist opinion
Positive
ETF Trends
2 days ago
Cyclical Strength Could Boost This ETF in 2025
Communication services and technology growth sectors are powering broader equity indexes higher this year. But cyclical sectors are also making strong contributions.
Neutral
ETF Trends
1 month ago
Shareholder Yield Could Be Winning Play in 2025
Shareholder yield is defined as how much cash a company returns to investors via buybacks, cash dividends, and reduction of debt. On that basis, it's not surprising that Warren Buffett embraces shareholder yield as an avenue for identifying strong-long term investments.
Positive
Seeking Alpha
1 month ago
WTV: Low Valuation, Outperforming Peers
WTV offers an attractive value proposition with a low P/E ratio of 12.8x, amid market highs and elevated valuations, likely mitigating downside risk. The fund's diversified portfolio, primarily mid-caps, focuses on financial services, energy, and technology, aiming for long-term gains through solid shareholder returns. WTV's performance has been strong, outperforming peers and in line with the Russell 1000 index, although its higher volatility and sector overweight pose potential risks.
Neutral
ETF Trends
4 months ago
Why Shareholder Yield Demands Attention
As a foundation for index construction and securities selection, shareholder yield is getting more attention. That implies some degree of novelty.
Positive
Seeking Alpha
4 months ago
WTV: A Great Way To Define Value
Value over growth style investing is recommended due to crowded Tech sector trade. WisdomTree U.S. Value Fund focuses on shareholder yield through active management for value investing. The portfolio holds diverse positions in sectors like utilities, energy, technology, and financials with high overall shareholder yield.
Positive
Seeking Alpha
6 months ago
WTV: Beating A Benchmark In Value, Growth, Quality And Return
WisdomTree U.S. Value Fund ETF is an actively managed ETF with a focus on high shareholder yield and quality characteristics. The WTV ETF has a tilt towards mid-caps and financials, but is well-diversified across sectors and holdings. WTV has outperformed popular mid-cap value ETFs and has superior value, growth, quality, and performance metrics compared to its benchmark.
Positive
Seeking Alpha
9 months ago
WTV: Value Focused Dividends
The WisdomTree U.S. Value Fund seeks to provide investors with above-average income and capital appreciation. The fundamental emphasis on shareholder yield demonstrates WisdomTree's belief that it is one of the most effective measures of value. WTV was rebranded in January 2022 from WisdomTree U.S. Quality Shareholder Yield Fund.
Positive
ETF Trends
11 months ago
Shareholder Yield Shines among Value Factors
By Matt Wagner, CFA, Associate Director, Research WisdomTree pioneered fundamental weighting as a novel approach to rules-based value investing. Instead of using market capitalization, a company's weight in indexes is based on dividends or earnings.
Neutral
Seeking Alpha
1 year ago
WTV: Good Value, But Average Quality And Performance
WisdomTree U.S. Value Fund is an actively managed ETF with a strategy based on shareholder yield and quality metrics. The fund has a well-diversified portfolio with a tilt towards mid-cap companies, consumer discretionary and financials. WTV has attractive valuation and dividend growth metrics, but its quality is average and it has lagged its main competitor in total return since 2017.
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