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WTV
+6.00 · +6.61%
$96.81 · NYSE ARCA

WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund (WTV) ETF Analysis | Mid-Cap Value

WisdomTree · USA
AUM:$2.6B
#– of – in Mid-Cap Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 18.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.12% — among the lowest available for this category.

What is WTV?

The fund, an exchange traded fund, is actively managed using a model-based approach. It seeks to achieve its investment objective by investing primarily in U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
WTV delivered 18.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.12% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 16.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$2.6B
Expense Ratio0.12%
Dividend Yield1.54%
Holdings50
Inception DateFeb 2007
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta1.04
CategoryMid-Cap Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+10.0%
1Y
+21.8%
3Y
+77.5%
5Y
+90.6%
OpenBook InsightIf you had invested £10,000 in WTV 5 years ago, it would have grown to £19,062 — a gain of £9,062.

Annual Returns

Calendar year performance

WTV delivered positive returns in 4 of the last 5 calendar years.
YearWTV
2026 YTD+16.3%
2025+14.0%
2024+24.0%
2023+22.9%
2022-8.2%
CAGR 4yr+12.4%
4/5 positive yearsAvg return: +13.8%Worst year: -8.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
10.7%
Low
Momentum
+4.1%
30-day change
Support Level
106.48
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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