WBAT vs. DUHP ETF Comparison

Comparison of WisdomTree Battery Value Chain and Innovation Fund (WBAT) to Dimensional US High Profitability ETF (DUHP)
WBAT

WisdomTree Battery Value Chain and Innovation Fund

WBAT Description

WisdomTree Battery Value Chain and Innovation Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets of global region. The fund invests in stocks of companies operating across battery and energy storage solutions and innovation sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the WisdomTree Battery Value Chain and Innovation Index, by using representative sampling technique. WisdomTree Battery Value Chain and Innovation Fund is domiciled in the United States.

Grade (RS Rating)

Last Trade

$27.67

Average Daily Volume

2,157

Number of Holdings *

21

* may have additional holdings in another (foreign) market
DUHP

Dimensional US High Profitability ETF

DUHP Description Dimensional US High Profitability ETF is an exchange traded fund launched and managed by Dimensional Fund Advisors L.P. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across all market capitalizations. Dimensional US High Profitability ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$35.18

Average Daily Volume

631,730

Number of Holdings *

162

* may have additional holdings in another (foreign) market
Performance
Period WBAT DUHP
30 Days 1.36% 2.33%
60 Days 10.31% 3.90%
90 Days 8.98% 5.61%
12 Months -2.79% 31.44%
6 Overlapping Holdings
Symbol Grade Weight in WBAT Weight in DUHP Overlap
CAT B 0.57% 1.91% 0.57%
LMT D 0.37% 0.96% 0.37%
MCHP D 0.36% 0.3% 0.3%
MMM D 0.28% 0.09% 0.09%
QCOM F 0.8% 0.06% 0.06%
TXN C 0.23% 0.39% 0.23%
WBAT Overweight 15 Positions Relative to DUHP
Symbol Grade Weight
BE B 7.65%
JOBY B 4.26%
ENS D 3.38%
CHPT F 3.16%
SQM F 1.62%
JCI C 1.4%
TSLA B 1.28%
APTV D 0.53%
F C 0.42%
HMC F 0.42%
TM D 0.39%
GM B 0.37%
TDG D 0.36%
APH A 0.27%
ADI D 0.26%
WBAT Underweight 156 Positions Relative to DUHP
Symbol Grade Weight
NVDA C -6.26%
AAPL C -5.4%
MSFT F -4.52%
V A -4.15%
LLY F -3.81%
MA C -3.01%
HD A -2.69%
JNJ D -2.46%
ABBV D -2.44%
COST B -2.38%
ORCL B -2.31%
PEP F -2.0%
IBM C -1.84%
UNP C -1.55%
TJX A -1.43%
KO D -1.41%
ADBE C -1.35%
ADP B -1.31%
AMP A -1.27%
AMGN D -1.17%
URI B -1.1%
MRK F -1.05%
DE A -1.05%
RCL A -1.01%
KR B -1.0%
HON B -0.97%
BMY B -0.92%
COP C -0.91%
LNG B -0.9%
GILD C -0.84%
AXP A -0.82%
SHW A -0.8%
TSCO D -0.78%
GWW B -0.75%
PAYX C -0.72%
TGT F -0.67%
ROST C -0.67%
ADSK A -0.67%
VST B -0.67%
CTAS B -0.66%
WM A -0.66%
LRCX F -0.63%
KLAC D -0.62%
OXY D -0.62%
APP B -0.6%
CL D -0.59%
UPS C -0.58%
COR B -0.56%
SYY B -0.55%
DAL C -0.55%
KMB D -0.55%
AMAT F -0.55%
ZTS D -0.53%
CDW F -0.52%
HES B -0.51%
TRGP B -0.51%
NKE D -0.51%
CMG B -0.5%
IT C -0.5%
ITW B -0.49%
VRT B -0.47%
MCO B -0.46%
BBY D -0.45%
VRSK A -0.44%
IDXX F -0.43%
NXPI D -0.42%
VZ C -0.41%
CSX B -0.38%
AON A -0.33%
WSM B -0.33%
CPAY A -0.32%
LULU C -0.31%
ROK B -0.3%
PG A -0.29%
MSI B -0.28%
JBL B -0.27%
DVN F -0.27%
MPC D -0.27%
UAL A -0.26%
ODFL B -0.25%
K A -0.25%
FAST B -0.24%
SCI B -0.23%
BR A -0.23%
EOG A -0.23%
EXPE B -0.22%
AVY D -0.22%
CHTR C -0.22%
NTAP C -0.22%
LPLA A -0.21%
WAT B -0.19%
LYB F -0.19%
MTD D -0.18%
DRI B -0.18%
TRV B -0.18%
EQH B -0.17%
ULTA F -0.17%
NVR D -0.16%
XPO B -0.15%
OMC C -0.15%
LOW D -0.15%
CLX B -0.15%
ROL B -0.15%
FTNT C -0.14%
LVS C -0.14%
TT A -0.13%
BURL A -0.13%
ACN C -0.13%
BLDR D -0.13%
BAH F -0.13%
TPL A -0.12%
ALLE D -0.12%
HSY F -0.12%
DVA B -0.12%
NRG B -0.11%
MO A -0.11%
VLO C -0.1%
HAL C -0.1%
GDDY A -0.1%
BKNG A -0.09%
DKS C -0.09%
LII A -0.09%
LECO B -0.08%
WMS D -0.07%
POOL C -0.07%
STX D -0.07%
MANH D -0.07%
CAH B -0.07%
BJ A -0.06%
ACI C -0.06%
EXPD D -0.06%
HCA F -0.05%
LYV A -0.05%
GEN B -0.05%
MEDP D -0.04%
DECK A -0.03%
MMC B -0.03%
SCCO F -0.03%
MAR B -0.03%
CTRA B -0.03%
JBHT C -0.03%
KVUE A -0.03%
PFG D -0.02%
WMG C -0.02%
FDS B -0.02%
CF B -0.01%
CVNA B -0.01%
ORLY B -0.01%
LW C -0.01%
SOLV C -0.01%
HOLX D -0.01%
STLD B -0.01%
XOM B -0.0%
DELL C -0.0%
CCK C -0.0%
IQV D -0.0%
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