WTV News and Press, WisdomTree U.S. Value Fund From 07/26/22

Historically, the best time to overweight value stocks has been in the early stages of a recovery, when economic growth is accelerating, and value tends to be cheap. Aside from energy, few sectors or styles have produced positive returns in 2022, but until recently value consistently ...

The Fed is intent on raising interest rates to fight inflation and must balance the risk that creates for economic growth. In an analysis of growth versus value stocks using data since 1927, we found value had achieved greatest outperformance in periods of moderate to high inflation. ...

If you think of all the different index providers, each has its own definition of the fundamentals that it believes denote “value.”. If stocks can experience severe reductions in their price-to-book value ratios (another way of saying an increase in book-to-price ratios)...

Consumer Discretionary is the second-largest sector in the S&P 500 Growth Index, weighing in at 17.2%. But because of Tech’s dominant 44.1% weight in the basket, Consumer Discretionary often gets short shrift in our collective focus. The problem for the sector writ larg...

In my quest for attractive Blue-Chip stocks, I have just found another prime-time pick for my retirement portfolio. Ameriprise Financial has all of the ingredients for something very special. If you want to take charge of your financial destiny and make your own luck on Wall Stree...

Voya acquires ~$120bn of AUM from Allianz Global Investors. The terms of the deal seem strongly favorable to Voya - a testament to management's dealmaking. Further moves to de-risk the portfolio and enhance the P&L should drive the stock higher. Voya Financial, Inc. ...

Meta has admitted its mistake. The company is ramping down expenses and R&D spending. The company is a cash flow powerhouse, and recent market weakness means a unique opportunity to repurchase shares. Overall, we recommend taking advantage of this downturn to build up a positi...

Earnings for the S&P 500, according to Howard Silverblatt’s work at S&P, are expected to rise 7.7% in 2022. Growth stocks were grossly overvalued going into that bear market and they took the brunt of the damage. Real estate did well last week with rates falling bac...

WisdomTree U.S. Value Fund (WTV) - $0.3250. 30-Day SEC Yield of 2.11% as of June 23. Payable Jun 29; for shareholders of record Jun 27; ex-div Jun 24. For further details see: WisdomTree U.S. Value Fund declares quarterly distribution of $0.3250

The year-over-year change in core CPI peaked in March and is coming down, albeit slower than we’d all like to see. The economy is slowing in some areas and inflation is still high but probably peaking. Bond yields are starting to look pretty attractive relative to stock div...