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WisdomTree Battery Val Chn & Innvt ETF WBAT

Morningstar Medalist Rating
Medalist Rating as of | See WisdomTree Investment Hub

Morningstar’s Analysis WBAT

Will WBAT outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable WBAT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the WBAT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of WBAT’s parent organization’s priorities and whether they’re in line with investors’ interests.

WisdomTree Battery Val Chn& Innvt ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings WBAT

More WBAT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Blink Charging Co

3.75 149,748
Industrials

TDK Corp

3.28 130,706
Technology

Archer Aviation Inc Class A

3.10 123,614
Industrials

Wartsila Corp

2.96 118,046
Industrials

Joby Aviation Inc

2.74 109,407
Industrials

Mitsubishi Heavy Industries Ltd

2.63 104,952
Industrials

Bloom Energy Corp Class A

2.61 104,162
Industrials

FuelCell Energy Inc

2.31 92,130
Industrials

EnerSys

2.31 92,004
Industrials

Rolls-Royce Holdings PLC

2.01 80,049
Industrials