Morningstar

WisdomTree U.S. Multifactor Fund USMF

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

Morningstar’s Analysis USMF

Will USMF outperform in the 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 USMF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USMF 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 USMF’s parent organization’s priorities and whether they’re in line with investors’ interests.

A modified process brings meaningful changes.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

WisdomTree US Multifactor ETF modified the rules of the index that it tracks. The new rules introduced a machine-learning model that is meant to complement the fund's exposure to high-momentum stocks. The new approach has a limited track record to verify its consistency, which merits a Process Pillar downgrade to Average from Above Average.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings USMF

More USMF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.61 12M
Technology

NVIDIA Corp

3.83 10M
Technology

Alphabet Inc Class A

3.78 10M
Communication Services

Eli Lilly and Co

1.51 4M
Healthcare

Broadcom Inc

1.47 4M
Technology

Expedia Group Inc

1.28 3M
Consumer Cyclical

eBay Inc

1.12 3M
Consumer Cyclical

Murphy USA Inc

1.12 3M
Consumer Cyclical

Meta Platforms Inc Class A

1.10 3M
Communication Services

General Motors Co

1.03 3M
Consumer Cyclical

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