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NYSEArca - Delayed Quote USD

WisdomTree U.S. Value Fund (WTV)

80.92
+0.53
+(0.66%)
At close: May 7 at 3:59:59 PM EDT

Performance Overview: WTV

Trailing returns as of 5/7/2025. Category is Mid-Cap Value.

YTD Return

WTV
2.82%
Category
5.27%

1-Year Return

WTV
12.76%
Category
2.86%

3-Year Return

WTV
12.90%
Category
5.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WTV
Category
YTD
-4.21%
-5.27%
1-Month
-3.12%
-3.68%
3-Month
-7.95%
-8.29%
1-Year
13.56%
2.86%
3-Year
12.90%
5.41%
5-Year
18.63%
13.83%
10-Year
11.14%
7.14%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
WTV
Category
2024
24.00%
11.43%
2023
22.34%
13.94%
2022
-8.08%
-8.02%
2021
30.58%
29.32%
2020
6.09%
2.63%
2019
29.70%
25.18%
2018
-8.27%
-12.86%
2017
23.77%
13.22%

2016
7.62%
18.06%
2015
-0.68%
-5.41%
2014
14.47%
9.31%
2013
30.73%
35.14%
2012
11.25%
16.60%
2011
5.13%
-3.96%
2010
14.21%
21.92%
2009
29.43%
35.41%
2008
-41.37%
-36.77%

ETF Summary

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.S. equity securities that provide a high "total shareholder yield" and exhibit favorable quality characteristics that demonstrate a company's profitability, such as strong ROE and/or ROA. The fund invests primarily in equity securities of companies domiciled in the U.S. or listed on a U.S. exchange. The advisor generally expects to invest in large- and mid-capitalization companies and may invest in any sector. The fund is non-diversified.

ETF Overview

Category Mid-Cap Value
Fund Family WisdomTree
Net Assets 853.65M
YTD Daily Total Return -2.82%
Yield 1.67%
Legal Type Exchange Traded Fund

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