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ETFs and Funds Analysis

ETF Analysis

Summary

WisdomTree US Value Fund selects large/mid-cap stocks based on their shareholder yield characteristics. This includes its dividend yield, which is estimated at 2.04%, and its net buyback yield, estimated at 3.45%.

WisdomTree measures quality using a proprietary model that screens for ROA and ROE, and I was surprised to find it lacking on those metrics in June.

However, recent portfolio changes were a step in the right direction. Broad sector diversification was maintained, ROE is solid at 14.63%, and the fund's trailing P/E of 17.17x is cheap.

As a result, I've upgraded WTV to a "buy."

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Investment Thesis

I last reviewed the WisdomTree US Value Fund ETF ( WTV ) on June 4, 2026, when I assigned it a "hold" rating based on its strong GARP characteristics but questionable margins and capital efficiency ratios.…