WTV ETF Analysis: Trust - U.S. Quality | NYSE
Mid-Cap Value | NYSE, USA | Market Cap: 3.009m USD | 12M Return: 20.2% | Charts, Fundamentals & Technical Analysis
Avg Turnover: 12.9M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 10.5 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
The WisdomTree U.S. Quality Shareholder Yield Fund (WTV) is an actively managed ETF that uses a model-based approach to invest in U.S. equity securities offering high total shareholder yield combined with quality characteristics such as strong return on equity (ROE) or return on assets (ROA).
The fund primarily targets large- and mid-capitalization companies domiciled in the U.S. or listed on U.S. exchanges, may invest across any sector, and is structured as a non-diversified fund. Launched in February 2007, WTV is categorized as a mid-cap value ETF.
Total shareholder yield combines dividends, share buybacks, and net debt reduction, providing a broader measure of capital return to shareholders than dividend yield alone. As an actively managed ETF, WTV relies on the advisors quantitative screening process rather than tracking a passive index.
- Fed rate cuts boost demand for high dividend-paying quality stocks
- AUM growth driven by inflows into shareholder yield strategy
- Competition from rival quality dividend ETFs pressures fees
As of July 03, 2026, the stock is trading at USD 102.52 with a total of 203,188 shares traded. Over the past week, the price has changed by +0.79%, over one month by -0.42%, over three months by +9.18% and over the past year by +20.17%.
Current recommended Stop Loss: 100.00 (which is 2.5% or 2.5 ATR below the current price).
Trust - U.S. Quality has no consensus analysts rating.