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WisdomTree U.S. Value Fund

WTV is actively managed using a model-based selection process. It aims to identify US large- and mid-cap stocks that provide a high total shareholder yield with quality characteristics.

Communication services and technology growth sectors are powering broader equity indexes higher this year. But cyclical sectors are also making strong contributions.

Cyclical Strength Could Boost This ETF in 2025

Shareholder yield is defined as how much cash a company returns to investors via buybacks, cash dividends, and reduction of debt. On that basis, it's not surprising that Warren Buffett embraces shareholder yield as an avenue for identifying strong-long term investments.

Shareholder Yield Could Be Winning Play in 2025

WTV offers an attractive value proposition with a low P/E ratio of 12.8x, amid market highs and elevated valuations, likely mitigating downside risk. The fund's diversified portfolio, primarily mid-caps, focuses on financial services, energy, and technology, aiming for long-term gains through solid shareholder returns. WTV's performance has been strong, outperforming peers and in line with the Russell 1000 index, although its higher volatility and sector overweight pose potential risks.

WTV: Low Valuation, Outperforming Peers

As a foundation for index construction and securities selection, shareholder yield is getting more attention. That implies some degree of novelty.

Why Shareholder Yield Demands Attention

Value over growth style investing is recommended due to crowded Tech sector trade. WisdomTree U.S. Value Fund focuses on shareholder yield through active management for value investing. The portfolio holds diverse positions in sectors like utilities, energy, technology, and financials with high overall shareholder yield.

WTV: A Great Way To Define Value

WisdomTree U.S. Value Fund ETF is an actively managed ETF with a focus on high shareholder yield and quality characteristics. The WTV ETF has a tilt towards mid-caps and financials, but is well-diversified across sectors and holdings. WTV has outperformed popular mid-cap value ETFs and has superior value, growth, quality, and performance metrics compared to its benchmark.

WTV: Beating A Benchmark In Value, Growth, Quality And Return

The WisdomTree U.S. Value Fund seeks to provide investors with above-average income and capital appreciation. The fundamental emphasis on shareholder yield demonstrates WisdomTree's belief that it is one of the most effective measures of value. WTV was rebranded in January 2022 from WisdomTree U.S. Quality Shareholder Yield Fund.

WTV: Value Focused Dividends

By Matt Wagner, CFA, Associate Director, Research   WisdomTree pioneered fundamental weighting as a novel approach to rules-based value investing. Instead of using market capitalization, a company's weight in indexes is based on dividends or earnings.

Shareholder Yield Shines among Value Factors

WisdomTree U.S. Value Fund is an actively managed ETF with a strategy based on shareholder yield and quality metrics. The fund has a well-diversified portfolio with a tilt towards mid-cap companies, consumer discretionary and financials. WTV has attractive valuation and dividend growth metrics, but its quality is average and it has lagged its main competitor in total return since 2017.

WTV: Good Value, But Average Quality And Performance

Experienced advisors and investors know that there are many factor combinations to consider. ETFs amplify this proposition, as there are a slew of dedicated multifactor funds on the market today.

Why Quality and Value Work Well Together

WTV, a shareholder yield-centered actively managed ETF, has been mostly a disappointment since my previous coverage in February 2023. Since the previous article, the portfolio has seen only minor changes, yet there were notable metamorphoses regarding factor story under the surface. I downgrade WTV to a Hold, but not because of its sluggish performance; the culprit is the current market environment and the fund's too-small value exposure.

WTV: Too Small Value Exposure Does Not Justify A Bullish Outlook (Rating Downgrade)

Growth stocks are getting the better of their value rivals this year. Still, that doesn't mean exchange traded funds dedicated to value stocks are delivering losses.

Value ETFs Could Be Worth Revisiting

By Christopher Gannatti, CFA Global Head of Research The first eight months of 2023 have been, in a word, surprising. After a difficult 2022 performance year, across multiple asset classes, growth equities are suddenly back in favor.

It's Time to Look at Value Strategies!

WisdomTree U.S. Value Fund ETF is an actively managed fund focused on dividends, buybacks and quality. It is well-diversified across sectors and holdings.

WTV: A Shareholder Yield ETF With Great Valuation

WTV offers exposure to a carefully calibrated cohort of U.S. stocks sporting substantial shareholder yields backed by robust quality. WTV changed its strategy in the past, abandoning the WisdomTree U.S. LargeCap Value Index in December 2017 and opting for an active approach with a focus on the shareholder yield.

WTV: Excellent Shareholder Yield Fund That Would Appeal To Quality Investors

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Investors have a lot on their plate to start a complicated 2023, with conflicting narratives surrounding the Fed, growth, value, and a potential recession in the mix.

WisdomTree Distribution Exec Talks Advisors, Value, Dividends

The Fed has given clear messaging that it's not backing down from interest rate increases any time soon while inflation persists and the jobs market remains robust. As recently as today, Federal Governor Christopher Waller spoke in support of a potential 0.75% increase at the Fed meeting later this month, according to CNBC.

WTV Captures the Companies Aggressively Growing Their Dividends

Sometimes, assessing the market landscape isn't as difficult as it's made out to be. For example, rising interest rates can benefit value stocks while weighing on growth equities.

Weigh In With WTV for Challenging Rate Environment

Volatility has been the name of the game in markets since the end of 2021, and with geopolitical tensions and effects only adding to pandemic constraints on the supply chain and global economy, advisors and investors are feeling the squeeze. Speculative investments have taken an enormous hit in the pivot from growth to value, with [.

Why Buybacks and WTV Work in Bear Markets

Share buybacks among S&P 500 companies surged last year, and more of the same is expected in 2022, with some market observers forecasting record levels of repurchases this year. Some exchange traded funds are dedicated to that theme.

How to Win With Buybacks and Quality

Navigating 2022 has been an exercise in managing volatility.

Stock Buybacks Can Battle The Bear

There are plenty of exchange traded funds offering investors exposure to value stocks while a smaller number are dedicated to the theme of share buybacks. The WisdomTree U.S. Value Fund (WTV) is an example of an ETF that marries both concepts.

WTV: Where to Go for Value, Buybacks

Buybacks reached near peak levels in 2021. Share repurchase programs are opportunistic and anti-dilutive, meaning that buybacks are done at discounted valuations and result in a significant reduction to the number of shares outstanding.

WisdomTree U.S. Value Fund: High Value Buybacks

The exchange traded fund previously known as the WisdomTree U.S. Quality Shareholder Yield Fund (QSY) is no more. WisdomTree overhauled that fund, rebranding it as the WisdomTree U.S. Value Fund (WTV) at the start of this year.

News for WisdomTree U.S. Value Fund ETF (WTV)