Wtree Us M-Cp Dvd
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Portfolio
Jul 23, 2026- Stock99.94%
- Cash0.06%
Morningstar style box
Jul 23, 2026Current style: Small Value
Large
Mid
Small
0%
0%
0%
9%
10%
3%
39%
32%
5%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jul 23, 2026Top 10 Holdings Weight: 11.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 1.39% | Equity | Health Care | Large Value | — | — | — | |
| 1.39% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 1.35% | Equity | Financials | Large Value | — | — | — | |
| 1.05% | Equity | Energy | Large Value | — | — | — | |
| 1.03% | Equity | Energy | Large Value | — | — | — | |
| 1.02% | Equity | Energy | Large Value | — | — | — | |
| 0.97% | Equity | Industrials | Large Value | — | — | — | |
| 0.97% | Equity | Financials | Large Value | — | — | — | |
| 0.97% | Equity | Consumer Discretionary | Large Blend | — | — | — | |
| 0.96% | Equity | Energy | Mid Blend | — | — | — |
