WisdomTree US Value FundWTV
WTV
0
Funds holding %
of 7,419 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
600% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 5
166% more capital invested
Capital invested by funds: $214M [Q3] → $568M (+$354M) [Q4]
67% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 5 (+2) [Q4]
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
39% more funds holding
Funds holding: 71 [Q3] → 99 (+28) [Q4]
13.14% more ownership
Funds ownership: 59.33% [Q3] → 72.46% (+13.14%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for WTV.
Financial journalist opinion
Neutral
ETF Trends
1 month ago
Dividends Are Nice, But Shareholder Yield May Be Better
There's no denying many investors love equity income. And there's no refuting that, over the long term, dividends — particularly when reinvested — can represent a significant portion of a portfolio's total returns.
Neutral
ETF Trends
2 months ago
2024 Is Over—What Are We Seeing for 2025?
By Christopher Gannatti, CFA, Global Head of Research Key Takeaways After two years of dominance by mega-cap growth stocks, 2025 presents an evolving landscape where dividend-focused strategies like the WisdomTree U.S. High Dividend Fund (DHS) and value-oriented strategies like the WisdomTree U.S. Value Fund (WTV) may offer defensive opportunities. Growth-oriented Funds like the WisdomTree U.S.
Neutral
Investors Business Daily
2 months ago
Top Advisor Picks 3 ETFs For The New Political World
The S&P 500 just wrapped up its second consecutive year of 20%-plus gains. This year presents a new challenges and best ETFs.
Positive
ETF Trends
2 months ago
These ETFs Make a Potent Pair
Investors often hear about the benefits of diversification. That's often interpreted as building a portfolio with a lot of stocks or funds.
Positive
ETF Trends
2 months ago
The Right Way to Revisit Value Stocks
Value stocks delivered solid performances in the back half of 2024. That could prompt advisors and investors to revisit the value factor and related ETFs.
Positive
Seeking Alpha
2 months ago
WTV: Big Shareholder Yield, High Momentum, Low-Risk Measures
Shareholder yield, combining dividend and net repurchase yield, is a key factor; the energy sector leads with 6.6%, and financials follow with 3.5%. WisdomTree US Value ETF offers high shareholder yield, low valuation, strong momentum, and low expense ratio, making it a compelling buy. WTV's diversified portfolio includes 24% Financials, 14% Consumer Discretionary, and 9% Energy, with a low 12.6x P/E ratio and attractive PEG ratio.
Neutral
ETF Trends
3 months ago
Top Investment Ideas for 2025
Authors: Jeremy Schwartz, CFA, Global Chief Investment Officer Kevin Flanagan, Head of Fixed Income Strategy Jeff Weniger, CFA, Head of Equity Strategy Samuel Rines, Macro Strategist, Model Portfolios Key Takeaways Fixed Income Recalibration: With Treasury yields normalizing at 4%–5%, a barbell strategy combining floating rate and yield-enhanced funds can help investors balance rate volatility and credit exposure.
Positive
ETF Trends
3 months 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
4 months 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
5 months 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.
Charts implemented using Lightweight Charts™