Value Investing That's Worked

WisdomTree 5.79K Follower s Follow 5 Share Save Play ( 10min ) Comments Summary As investors grow wary of AI-driven mega-cap concentration, the WisdomTree U.S. Value Fund offers a compelling alternative with a shareholder yield of 7.1%, nearly triple that of the S&P 500 Index. WTV's disciplined, rules-based approach favors companies returning capital to shareholders, helping it outperform the S&P 500 by 1% annualized over the past five years despite avoiding the “Mag 7” giants. With just 16% overlap with the S&P 500 and a portfolio rooted in cash-flow discipline, WTV provides true diversification for investors seeking value beyond traditional benchmarks. Guido Mieth/DigitalVision via Getty Images By Matt Wagner, CFA Three consecutive years of dominance from growth, momentum and the "Mag 7" have put valuations at the forefront of investor concerns heading into 2026. The U.S. market increasingly feels like a This article was written by WisdomTree 5.79K Follower s Follow In 2006, WisdomTree launched with a big idea and an impressive mission — to create a better way to invest. We believed investors shouldn’t have to choose between cost efficiency and performance potential, so we developed the first family of ETFs designed to deliver both. Today, WisdomTree offers a leading product range that offers access to an unparalleled selection of unique and smart exposures.

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