The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
WisdomTree Bianco Fixed Inc Ttl Ret ETF WTBN
Morningstar’s Analysis WTBN
Will WTBN outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares MBS ETF | 28.27 | 1.0 Mil | — |
iShares 3-7 Year Treasury Bond ETF | 16.97 | 628,272 | — |
Schwab Short-Term US Treasury ETF™ | 9.56 | 353,948 | — |
Schwab Long-Term US Treasury ETF | 8.63 | 319,733 | — |
Vanguard Short-Term Corporate Bond ETF | 8.32 | 307,941 | — |
Vanguard Long-Term Corporate Bd ETF | 7.31 | 270,668 | — |
Vanguard Interm-Term Corp Bd ETF | 6.09 | 225,642 | — |
WisdomTree Bloomberg US Dllr Bullish ETF | 4.99 | 184,835 | — |
iShares BBB Rated Corporate Bond ETF | 4.98 | 184,467 | — |
iShares 7-10 Year Treasury Bond ETF | 4.88 | 180,651 | — |