WTV
WisdomTree U.S. Value Fund
📎 Investment Objective
The WisdomTree U.S. Value Fund (WTV) seeks to track the performance of a broad-based index of U.S. value stocks.
Overview
ETF tracking WisdomTree U.S. Value Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The WisdomTree U.S. Value Fund (WTV) seeks to track the performance of a broad-based index of U.S. value stocks.
🎯 Investment Strategy
The fund seeks to replicate the performance of the WisdomTree U.S. Value Index, which is designed to provide exposure to U.S. companies that are considered undervalued based on various fundamental metrics. The index selects and weights constituents based on factors such as earnings, dividends, and valuation.
✨ Key Features
- Broad exposure to a diversified portfolio of U.S. value stocks
- Seeks to track the performance of the WisdomTree U.S. Value Index
- Low expense ratio of 0.00%
- Suitable for investors seeking a core U.S. value equity allocation
⚠️ Primary Risks
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Sector concentration risk: The fund may be more heavily weighted in certain sectors, which could increase volatility
- Style risk: The fund's value-oriented investment approach may underperform growth or other investment styles
- Liquidity risk: The fund may have difficulty trading some of its holdings at an advantageous time or price
👤 Best For
The WisdomTree U.S. Value Fund may be suitable for long-term investors seeking exposure to undervalued U.S. equities as part of a diversified portfolio. It may be particularly appealing to investors with a value-oriented investment approach or those looking to tilt their U.S. equity allocation towards the value factor.