Morningstar

Wisdomtree Technology And Innovation 100 Digital Fund N/A TECHX

Morningstar Medalist Rating
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Medalist Rating as of See WisdomTree Investment Hub
  • NAV / 1-Day Return $26.84  /  +2.50 %
  • Fund Size $6.8M
  • Adjusted Expense Ratio 0.100%
  • Net Expense Ratio 0.100%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $25
  • Investment Status Open
  • TTM Yield 0.36%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis TECHX

Will TECHX 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 TECHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

WisdomTree Technology and Inn 100 DgtN/A holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings TECHX

More TECHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.65 586,252
Technology

NVIDIA Corp

8.43 571,875
Technology

Microsoft Corp

7.30 495,200
Technology

Alphabet Inc Class A

6.59 446,568
Communication Services

Amazon.com Inc

6.49 440,141
Consumer Cyclical

Broadcom Inc

4.83 327,610
Technology

Micron Technology Inc

3.42 232,190
Technology

Meta Platforms Inc Class A

3.42 231,951
Communication Services

Tesla Inc

3.29 222,881
Consumer Cyclical

Advanced Micro Devices Inc

2.82 191,049
Technology

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