CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:
CFRA upgraded the WisdomTree U.S. Value Fund (WTV) to a 5-star rating from its previous 3-star rating after the latest monthly ETF ratings updates on April 24, 2026. We also upgraded other value ETFs like the iShares Russell 2000 Value ETF (IWN) and the Dimensional U.S. Targeted Value ETF (DFAT), both from 1-star to 4-star. This upgrade is one of several value ETF upgrades by CFRA in the last two months. Year-to-date in 2026, WTV has seen a 6.7% return through May 5, driven by strong returns for Dell Technologies (DELL 239 ****) and Citigroup (C 128 ****). The ETF holds U.S. equity securities that provide a high total shareholder yield and exhibit favorable quality characteristics demonstrating a company's profitability such as strong returns on equity and/or returns on assets. WTV holds 118 stocks, with 20% of the portfolio in Financials, a sector on which CFRA currently has an overweight recommendation. CFRA is also overweight the technology sector, which accounts for 15% of the ETF's weight.