LSEQ vs. WTV ETF Comparison

Comparison of Harbor Long-Short Equity ETF (LSEQ) to WisdomTree U.S. Value Fund (WTV)

LSEQ

Harbor Long-Short Equity ETF

LSEQ Description

Under normal market circumstances, the fund invests at least 80% of its net assets, plus borrowings for investment purposes, in long and short positions in equity securities. The fund advisor seeks to achieve the fund's investment objective by establishing long and/or short positions in equity securities.

Grade (RS Rating)

Last Trade

$29.07

Average Daily Volume

969

Number of Holdings ^*

154

* may have additional holdings in another (foreign) market

WTV

WisdomTree U.S. Value Fund

WTV Description

WisdomTree Trust - WisdomTree U.S. Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. WisdomTree Trust - WisdomTree U.S. Value Fund was formed on February 23, 2007 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$85.53

Average Daily Volume

25,311

Number of Holdings ^*

165

* may have additional holdings in another (foreign) market

Performance

Period	LSEQ	WTV
30 Days	3.62%	5.47%
60 Days	6.30%	12.97%
90 Days	6.00%	14.30%
12 Months		38.31%

27 Overlapping Holdings

Symbol	Grade	Weight in LSEQ	Weight in WTV	Overlap
APP	B	3.65%	4.27%	3.65%
BKNG	A	1.39%	0.64%	0.64%
CAH	B	0.72%	0.31%	0.31%
DOCS	B	2.08%	0.34%	0.34%
EBAY	C	0.7%	0.57%	0.57%
EXEL	B	1.57%	0.54%	0.54%
EXP	B	0.8%	0.69%	0.69%
FANG	C	-1.9%	0.51%	-1.9%
GDDY	B	1.17%	1.18%	1.17%
HCA	D	0.76%	0.74%	0.74%
HLT	A	0.86%	0.34%	0.34%
HRB	D	0.65%	0.63%	0.63%
KMI	B	1.07%	0.69%	0.69%
LOW	B	0.72%	0.52%	0.52%
MCK	B	-2.23%	0.62%	-2.23%
MTCH	F	1.22%	0.63%	0.63%
MTN	C	-1.96%	0.49%	-1.96%
MUSA	B	1.15%	0.36%	0.36%
NRG	C	0.64%	0.91%	0.64%
NTAP	D	0.98%	0.71%	0.71%
OMC	A	0.62%	0.67%	0.62%
OVV	C	-2.45%	0.49%	-2.45%
THC	B	1.14%	0.28%	0.28%
TMUS	A	1.5%	0.82%	0.82%
TRGP	B	0.91%	0.31%	0.31%
UTHR	B	0.77%	0.83%	0.77%
VST	B	0.74%	2.97%	0.74%

LSEQ Overweight 127 Positions Relative to WTV

Symbol	Grade	Weight
PLTR	B	2.6%
CVNA	B	2.31%
AAL	B	2.16%
CASY	B	1.98%
HPE	B	1.94%
USFD	B	1.89%
CCL	B	1.88%
VSCO	B	1.87%
WMT	A	1.86%
KSS	D	1.85%
COST	B	1.85%
RGLD	C	1.78%
OGN	F	1.65%
CPNG	B	1.64%
BSX	A	1.55%
PLTK	B	1.54%
AXTA	A	1.53%
ANET	C	1.5%
DECK	B	1.46%
DOCU	B	1.39%
R	B	1.38%
PFE	F	1.36%
SPOT	A	1.28%
LLY	F	1.24%
ZBRA	B	1.23%
PRGO	C	1.19%
RCL	A	1.17%
JWN	B	1.14%
LIN	D	1.14%
MSI	B	1.13%
KEX	A	1.13%
PKG	B	1.03%
WSM	F	1.02%
META	B	1.01%
RPM	A	1.0%
FTI	B	1.0%
EHC	B	0.96%
PEGA	B	0.95%
T	A	0.95%
TXRH	A	0.92%
MANH	C	0.92%
TJX	A	0.91%
FICO	B	0.91%
ECL	C	0.9%
NOW	A	0.9%
COR	B	0.89%
AM	B	0.89%
DASH	A	0.88%
UBER	F	0.85%
DTM	A	0.84%
IT	B	0.84%
WMB	B	0.83%
OKE	A	0.83%
GWRE	A	0.83%
COHR	C	0.82%
NFLX	A	0.81%
FTNT	B	0.8%
FFIV	B	0.8%
GLW	B	0.8%
TYL	B	0.8%
DUOL	A	0.77%
AMCR	D	0.77%
ISRG	A	0.77%
NTNX	B	0.76%
ATR	A	0.76%
INCY	B	0.76%
LPX	A	0.76%
ZM	B	0.74%
ROST	D	0.74%
UAL	A	0.74%
PFGC	B	0.72%
GMED	B	0.72%
ITCI	B	0.72%
TTD	B	0.71%
ILMN	C	0.71%
RBLX	B	0.7%
TKO	D	0.7%
SHW	A	0.7%
PANW	B	0.7%
RMD	C	0.68%
JAZZ	B	0.68%
SO	D	0.68%
DELL	C	0.66%
AAPL	C	0.66%
BURL	C	0.66%
NTRA	B	0.66%
BMY	B	0.65%
SYK	A	0.64%
NI	A	0.64%
ABBV	F	0.63%
AMGN	F	0.62%
SMAR	A	0.61%
ALNY	D	0.61%
IFF	F	0.58%
CEG	D	0.56%
SMG	D	0.56%
BFAM	F	0.55%
IDXX	F	-1.46%
WDAY	B	-1.48%
SLB	C	-1.49%
SNOW	C	-1.53%
SMCI	F	-1.53%
CIVI	D	-1.57%
AAP	C	-1.57%
CHRD	D	-1.6%
ALB	C	-1.61%
CABO	B	-1.65%
APA	F	-1.71%
ACHC	F	-1.74%
DXCM	C	-1.75%
DLTR	F	-1.75%
DG	F	-1.76%
LITE	B	-1.85%
MSFT	C	-1.91%
SNPS	C	-1.94%
GO	C	-1.95%
CAR	C	-1.99%
AMZN	A	-2.06%
WFRD	F	-2.06%
DV	C	-2.08%
MEDP	D	-2.11%
WING	D	-2.14%
FIVN	C	-2.23%
U	F	-2.25%
WBA	D	-2.34%
TXG	F	-2.36%
NFE	F	-2.54%

LSEQ Underweight 138 Positions Relative to WTV

Symbol	Grade	Weight
XOM	B	-1.51%
SYF	B	-1.4%
EQH	B	-1.13%
FOXA	A	-1.1%
SF	A	-1.09%
BK	B	-1.03%
GS	B	-1.02%
MO	A	-0.93%
JBL	C	-0.93%
MRO	B	-0.91%
BLDR	C	-0.9%
ORI	A	-0.9%
EXPE	B	-0.9%
RTX	D	-0.9%
WFC	A	-0.89%
STLD	C	-0.87%
HIG	C	-0.85%
AMP	A	-0.84%
MET	C	-0.84%
VLO	C	-0.83%
POST	D	-0.81%
CVX	A	-0.79%
LMT	D	-0.79%
MPC	D	-0.78%
PYPL	A	-0.77%
GM	B	-0.76%
MS	A	-0.75%
CSL	B	-0.75%
WSC	F	-0.74%
VOYA	B	-0.74%
CAT	B	-0.73%
LNG	B	-0.73%
PSX	C	-0.73%
PRU	B	-0.72%
JXN	C	-0.71%
UNM	A	-0.71%
EXPD	C	-0.71%
AFL	C	-0.7%
CMCSA	B	-0.69%
AIG	B	-0.69%
C	B	-0.69%
COP	C	-0.67%
CRBG	C	-0.67%
BERY	D	-0.66%
VTRS	B	-0.66%
ARW	F	-0.64%
DE	D	-0.64%
FI	A	-0.63%
AN	C	-0.61%
UHS	D	-0.61%
LH	B	-0.61%
FIS	B	-0.6%
DD	D	-0.6%
CIEN	B	-0.58%
TXT	D	-0.58%
PRI	B	-0.58%
MNST	B	-0.58%
PFG	C	-0.58%
RJF	A	-0.58%
OXY	F	-0.57%
GEN	B	-0.57%
PAYC	B	-0.56%
ADM	F	-0.56%
CSX	B	-0.55%
CI	D	-0.54%
MTG	C	-0.54%
BBWI	C	-0.54%
BBY	C	-0.54%
KHC	F	-0.51%
DVN	F	-0.51%
TROW	A	-0.51%
SAIC	D	-0.51%
CSCO	A	-0.5%
BKR	B	-0.5%
EMN	D	-0.49%
WCC	B	-0.49%
TAP	B	-0.49%
HOLX	D	-0.48%
MAR	A	-0.48%
IPG	F	-0.48%
SNX	C	-0.48%
TOL	B	-0.48%
NTRS	A	-0.47%
GL	B	-0.47%
EOG	A	-0.47%
CPAY	A	-0.46%
DBX	B	-0.46%
NOC	D	-0.45%
GIS	F	-0.45%
RL	B	-0.44%
KDP	C	-0.43%
NUE	D	-0.41%
AIZ	A	-0.41%
TWLO	B	-0.4%
NVR	D	-0.39%
ITW	B	-0.39%
SYY	D	-0.39%
HPQ	B	-0.39%
BAC	A	-0.39%
LEA	F	-0.38%
RS	C	-0.38%
HON	B	-0.36%
H	B	-0.36%
SCI	B	-0.35%
HST	D	-0.35%
DKS	D	-0.35%
LVS	C	-0.34%
WYNN	C	-0.34%
SPG	A	-0.34%
BWA	B	-0.34%
HAL	C	-0.33%
DVA	C	-0.33%
TMHC	B	-0.33%
JPM	A	-0.32%
RHI	B	-0.32%
MDLZ	F	-0.32%
CHWY	B	-0.32%
OTIS	D	-0.31%
MCD	C	-0.31%
GPN	B	-0.31%
PHM	D	-0.31%
AZO	B	-0.31%
INGR	B	-0.3%
AOS	F	-0.29%
WEX	D	-0.29%
AXP	B	-0.29%
FDX	B	-0.29%
BLD	F	-0.28%
MAS	D	-0.28%
GPK	D	-0.27%
VRSN	C	-0.24%
HSY	F	-0.23%
CNC	F	-0.23%
DRI	B	-0.23%
KMB	D	-0.22%
NKE	F	-0.21%
CROX	F	-0.2%
ULTA	C	-0.17%