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      NTSX vs. LCTU ETF Comparison

      Comparison of WisdomTree 90/60 U.S. Balanced Fund (NTSX) to BlackRock U.S. Carbon Transition Readiness ETF (LCTU)
      NTSX

      WisdomTree 90/60 U.S. Balanced Fund

      NTSX Description

      The investment seeks total return. The fund is actively managed using a models-based approach. It seeks to achieve its investment objective by investing in large-capitalization U.S. equity securities and U.S. Treasury futures contracts. Under normal circumstances, the fund will invest approximately 90% of its net assets in U.S. equity securities. It is non-diversified.

      Grade (RS Rating)

      Last Trade

      $42.63

      Average Daily Volume

      68,945

      Number of Holdings *

      494

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

      BlackRock U.S. Carbon Transition Readiness ETF

      LCTU Description The investment seeks long-term capital appreciation by investing in large- and mid-capitalization U.S. equity securities that may be better positioned to benefit from the transition to a low-carbon economy. The fund seeks to outperform the price and yield performance of the Russell 1000 ®Index by optimizing for LCETR scores criteria based on proprietary BFA research. It seeks to invest at least 80% of its net assets in equity securities of issuers listed in the United States of America. The index is a subset of the Russell 3000 Index, which measures the performance of the broad U.S. equity market. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $57.76

      Average Daily Volume

      37,347

      Number of Holdings *

      309

      * may have additional holdings in another (foreign) market
      Performance
      Period NTSX LCTU
      30 Days 4.92% 3.94%
      60 Days 0.95% 0.61%
      90 Days 3.83% 3.88%
      12 Months 21.80% 26.18%
      228 Overlapping Holdings
      Symbol Grade Weight in NTSX Weight in LCTU Overlap
      A C 0.06% 0.24% 0.06%
      AAPL B 3.83% 6.34% 3.83%
      ABBV D 0.38% 0.75% 0.38%
      ABNB D 0.08% 0.1% 0.08%
      ABT F 0.25% 1.24% 0.25%
      ACGL A 0.04% 0.3% 0.04%
      ACN D 0.28% 1.12% 0.28%
      ADBE D 0.28% 0.63% 0.28%
      ADI A 0.14% 0.65% 0.14%
      ADP D 0.14% 0.27% 0.14%
      ADSK F 0.06% 0.54% 0.06%
      AIG A 0.07% 0.12% 0.07%
      ALB C 0.02% 0.01% 0.01%
      ALL B 0.06% 0.07% 0.06%
      ALNY D 0.02% 0.05% 0.02%
      AMAT C 0.24% 0.29% 0.24%
      AMD D 0.35% 0.69% 0.35%
      AMGN B 0.22% 0.37% 0.22%
      AMT D 0.12% 0.23% 0.12%
      AMZN A 2.4% 3.41% 2.4%
      ANET C 0.12% 0.02% 0.02%
      AON F 0.08% 0.9% 0.08%
      APD C 0.07% 0.14% 0.07%
      ARE D 0.03% 0.01% 0.01%
      AVGO C 0.76% 1.07% 0.76%
      AVY A 0.03% 0.06% 0.03%
      BAX F 0.02% 0.04% 0.02%
      BBY D 0.02% 0.42% 0.02%
      BDX F 0.09% 0.04% 0.04%
      BIIB C 0.04% 0.24% 0.04%
      BKNG B 0.17% 0.68% 0.17%
      BKR D 0.04% 0.51% 0.04%
      BRK.A D 0.69% 0.63% 0.63%
      BRK.A D 0.28% 0.63% 0.28%
      BSX B 0.14% 0.14% 0.14%
      BX D 0.12% 0.0% 0.0%
      C A 0.17% 0.42% 0.17%
      CAT D 0.24% 0.49% 0.24%
      CBRE D 0.04% 0.05% 0.04%
      CDNS D 0.1% 0.14% 0.1%
      CEG A 0.07% 0.08% 0.07%
      CFG A 0.02% 0.16% 0.02%
      CHD A 0.03% 0.25% 0.03%
      CI D 0.14% 0.25% 0.14%
      CINF D 0.02% 0.07% 0.02%
      CL A 0.11% 0.23% 0.11%
      CMCSA D 0.21% 0.22% 0.21%
      CMG A 0.11% 0.05% 0.05%
      CMI B 0.05% 0.57% 0.05%
      CNC C 0.05% 0.25% 0.05%
      COF B 0.07% 0.86% 0.07%
      COIN D 0.06% 0.03% 0.03%
      COP C 0.19% 0.78% 0.19%
      COST B 0.48% 1.09% 0.48%
      CPNG B 0.04% 0.03% 0.03%
      CRM D 0.38% 0.59% 0.38%
      CRWD C 0.11% 0.19% 0.11%
      CSCO D 0.24% 0.67% 0.24%
      CSX D 0.09% 0.02% 0.02%
      CVS F 0.1% 0.29% 0.1%
      CVX B 0.38% 0.42% 0.38%
      DASH D 0.05% 0.02% 0.02%
      DECK D 0.02% 0.23% 0.02%
      DIS D 0.26% 0.26% 0.26%
      DLR D 0.05% 0.01% 0.01%
      DXCM D 0.07% 0.08% 0.07%
      EBAY D 0.04% 0.25% 0.04%
      ECL A 0.08% 1.07% 0.08%
      ED A 0.04% 0.3% 0.04%
      EIX A 0.04% 0.14% 0.04%
      EL F 0.04% 0.18% 0.04%
      ELV A 0.18% 0.44% 0.18%
      ENPH F 0.02% 0.02% 0.02%
      ES B 0.02% 0.28% 0.02%
      ETN A 0.18% 0.53% 0.18%
      EW D 0.07% 0.15% 0.07%
      EXC B 0.05% 0.16% 0.05%
      EXPD D 0.02% 0.35% 0.02%
      EXPE F 0.02% 0.05% 0.02%
      FANG B 0.05% 0.26% 0.05%
      FCX B 0.1% 0.26% 0.1%
      FDX D 0.08% 0.06% 0.06%
      FITB A 0.03% 0.63% 0.03%
      FSLR B 0.03% 0.05% 0.03%
      FTNT F 0.05% 0.23% 0.05%
      GE A 0.21% 0.45% 0.21%
      GM B 0.07% 0.12% 0.07%
      GOOG B 1.3% 1.89% 1.3%
      GOOGL B 1.46% 2.32% 1.46%
      GS A 0.21% 0.98% 0.21%
      HD D 0.46% 0.64% 0.46%
      HOLX D 0.02% 0.24% 0.02%
      HPE D 0.03% 0.11% 0.03%
      HPQ C 0.04% 0.07% 0.04%
      HST D 0.02% 0.02% 0.02%
      HUBB D 0.03% 0.32% 0.03%
      HUBS D 0.04% 0.06% 0.04%
      HUM F 0.06% 0.12% 0.06%
      HWM A 0.05% 0.45% 0.05%
      IBM D 0.2% 0.22% 0.2%
      ICE C 0.11% 0.16% 0.11%
      IEX D 0.02% 0.0% 0.0%
      ILMN F 0.02% 0.21% 0.02%
      INTC F 0.18% 0.28% 0.18%
      INTU D 0.26% 0.91% 0.26%
      IR D 0.04% 0.15% 0.04%
      ISRG D 0.19% 0.22% 0.19%
      ITW D 0.09% 0.22% 0.09%
      J D 0.02% 0.52% 0.02%
      JBHT F 0.02% 0.25% 0.02%
      JBL D 0.02% 0.03% 0.02%
      JCI B 0.07% 0.19% 0.07%
      JNJ F 0.48% 1.7% 0.48%
      JPM B 0.78% 1.34% 0.78%
      K B 0.02% 0.03% 0.02%
      KDP B 0.05% 0.19% 0.05%
      KEY C 0.02% 0.24% 0.02%
      KKR C 0.1% 0.92% 0.1%
      KMI A 0.05% 0.08% 0.05%
      KO A 0.34% 1.24% 0.34%
      LLY C 0.86% 1.65% 0.86%
      LNG D 0.05% 0.02% 0.02%
      LPLA B 0.03% 0.31% 0.03%
      LRCX D 0.16% 0.62% 0.16%
      LULU F 0.04% 0.01% 0.01%
      MA D 0.53% 1.72% 0.53%
      MCD F 0.27% 0.34% 0.27%
      MDLZ B 0.13% 0.44% 0.13%
      MDT D 0.15% 0.27% 0.15%
      MET C 0.06% 0.35% 0.06%
      META D 1.34% 2.16% 1.34%
      MKC B 0.02% 0.38% 0.02%
      MMC C 0.13% 0.15% 0.13%
      MMM B 0.08% 0.13% 0.08%
      MOH D 0.02% 0.03% 0.02%
      MPC D 0.09% 0.29% 0.09%
      MRK B 0.44% 0.68% 0.44%
      MRNA B 0.07% 0.09% 0.07%
      MRVL D 0.08% 0.05% 0.05%
      MSCI D 0.05% 0.12% 0.05%
      MSFT C 4.37% 5.64% 4.37%
      MSI A 0.07% 0.11% 0.07%
      MTB A 0.03% 0.24% 0.03%
      MTD D 0.04% 0.17% 0.04%
      NDAQ D 0.03% 0.35% 0.03%
      NEE B 0.22% 0.16% 0.16%
      NET F 0.02% 0.01% 0.01%
      NFLX C 0.38% 0.64% 0.38%
      NKE D 0.15% 0.34% 0.15%
      NOW D 0.22% 0.25% 0.22%
      NRG B 0.02% 0.25% 0.02%
      NU C 0.04% 0.05% 0.04%
      NUE F 0.05% 0.01% 0.01%
      NVDA B 3.27% 4.56% 3.27%
      O B 0.07% 0.04% 0.04%
      OKE B 0.06% 0.13% 0.06%
      OKTA D 0.02% 0.17% 0.02%
      OMC B 0.02% 0.02% 0.02%
      ORCL D 0.27% 0.25% 0.25%
      PANW B 0.14% 0.28% 0.14%
      PCAR D 0.08% 0.85% 0.08%
      PEG A 0.04% 0.24% 0.04%
      PEP B 0.32% 0.34% 0.32%
      PFE D 0.23% 0.05% 0.05%
      PFG C 0.03% 0.06% 0.03%
      PG A 0.55% 0.84% 0.55%
      PGR A 0.17% 0.0% 0.0%
      PLD D 0.14% 0.5% 0.14%
      PLTR D 0.06% 0.08% 0.06%
      PPG D 0.04% 0.52% 0.04%
      PRU A 0.05% 0.2% 0.05%
      PSX D 0.08% 0.08% 0.08%
      PYPL C 0.1% 0.15% 0.1%
      QCOM B 0.29% 0.41% 0.29%
      RCL A 0.04% 0.05% 0.04%
      REGN C 0.12% 0.36% 0.12%
      RJF C 0.03% 0.09% 0.03%
      RMD B 0.04% 0.03% 0.03%
      RPM D 0.02% 0.09% 0.02%
      RTX A 0.17% 0.25% 0.17%
      SBUX F 0.12% 0.19% 0.12%
      SCHW A 0.15% 0.18% 0.15%
      SHW D 0.1% 0.09% 0.09%
      SNOW F 0.08% 0.0% 0.0%
      SPG C 0.06% 0.26% 0.06%
      SPGI C 0.19% 1.02% 0.19%
      SPOT B 0.05% 0.14% 0.05%
      SQ D 0.05% 0.15% 0.05%
      SRE B 0.06% 0.65% 0.06%
      STLD D 0.03% 0.03% 0.03%
      SWK F 0.02% 0.01% 0.01%
      SYK D 0.17% 0.06% 0.06%
      SYY D 0.05% 0.16% 0.05%
      T B 0.17% 0.13% 0.13%
      TEAM F 0.03% 0.08% 0.03%
      TFC B 0.07% 0.0% 0.0%
      TGT D 0.1% 0.25% 0.1%
      TJX C 0.16% 0.09% 0.09%
      TMUS B 0.12% 0.08% 0.08%
      TRGP B 0.04% 0.05% 0.04%
      TRMB D 0.02% 0.03% 0.02%
      TSLA D 0.67% 1.07% 0.67%
      TT A 0.09% 0.74% 0.09%
      TTWO D 0.03% 0.12% 0.03%
      TXN A 0.23% 0.44% 0.23%
      TXT D 0.02% 0.03% 0.02%
      UBER D 0.18% 0.36% 0.18%
      UNH C 0.66% 0.36% 0.36%
      UPS D 0.14% 0.12% 0.12%
      V C 0.59% 0.1% 0.1%
      VEEV D 0.04% 0.29% 0.04%
      VLTO A 0.03% 0.13% 0.03%
      VRSK B 0.05% 0.23% 0.05%
      VRT A 0.04% 0.02% 0.02%
      VRTX C 0.14% 0.17% 0.14%
      VTR B 0.02% 0.11% 0.02%
      VZ D 0.22% 0.38% 0.22%
      WAT D 0.02% 0.07% 0.02%
      WDAY F 0.08% 0.15% 0.08%
      WDC B 0.03% 0.06% 0.03%
      WMT C 0.39% 0.55% 0.39%
      WST D 0.03% 0.06% 0.03%
      WY F 0.03% 0.28% 0.03%
      XOM B 0.73% 0.78% 0.73%
      XYL A 0.05% 0.55% 0.05%
      YUM C 0.05% 0.62% 0.05%
      ZM F 0.02% 0.08% 0.02%
      ZS F 0.02% 0.03% 0.02%
      NTSX Overweight 266 Positions Relative to LCTU
      Symbol Grade Weight
      BAC B 0.36%
      TMO D 0.31%
      WFC A 0.3%
      LIN D 0.29%
      DHR C 0.25%
      UNP C 0.21%
      AXP A 0.2%
      MU B 0.2%
      HON C 0.18%
      LOW D 0.18%
      PM A 0.18%
      MS A 0.17%
      BA F 0.16%
      BLK D 0.16%
      KLAC A 0.14%
      DE B 0.14%
      CB C 0.14%
      LMT A 0.14%
      SNPS D 0.12%
      CME C 0.11%
      MO A 0.11%
      BMY F 0.11%
      ZTS D 0.11%
      SO A 0.11%
      MELI B 0.1%
      EQIX F 0.1%
      PH B 0.1%
      GD A 0.1%
      DUK A 0.1%
      APH A 0.1%
      GILD F 0.1%
      WM B 0.1%
      EOG B 0.1%
      MAR D 0.09%
      CTAS B 0.09%
      NOC B 0.09%
      USB D 0.09%
      MCO C 0.09%
      SLB F 0.09%
      HCA D 0.09%
      EMR C 0.09%
      MCK B 0.09%
      NXPI A 0.08%
      TDG A 0.08%
      PNC B 0.08%
      ORLY D 0.08%
      NEM B 0.07%
      APO C 0.07%
      CPRT D 0.07%
      MCHP B 0.07%
      AJG C 0.07%
      ROP D 0.07%
      VLO D 0.07%
      NSC D 0.07%
      HLT D 0.07%
      WELL A 0.07%
      PSA D 0.06%
      LEN D 0.06%
      ROST D 0.06%
      BK A 0.06%
      WCN C 0.06%
      MNST D 0.06%
      DOW C 0.06%
      AME D 0.06%
      DHI D 0.06%
      SMCI D 0.06%
      IDXX D 0.06%
      OXY C 0.06%
      FIS C 0.06%
      URI D 0.06%
      CCI D 0.06%
      D B 0.06%
      AMP C 0.06%
      KMB B 0.06%
      TEL C 0.06%
      AFL A 0.06%
      TRV D 0.06%
      STZ D 0.06%
      F D 0.06%
      AZO D 0.06%
      WMB A 0.06%
      AEP A 0.06%
      IT D 0.05%
      KVUE C 0.05%
      KR B 0.05%
      FICO C 0.05%
      DAL A 0.05%
      CSGP C 0.05%
      PCG B 0.05%
      GIS C 0.05%
      PAYX D 0.05%
      LHX A 0.05%
      MLM C 0.05%
      DDOG D 0.05%
      FAST D 0.05%
      OTIS D 0.05%
      PWR B 0.05%
      ODFL F 0.05%
      IQV D 0.05%
      HES B 0.05%
      TTD B 0.05%
      CTVA B 0.05%
      RSG C 0.05%
      CARR A 0.05%
      DELL B 0.05%
      GWW D 0.05%
      LYB C 0.04%
      PINS A 0.04%
      ADM C 0.04%
      EXR D 0.04%
      VICI B 0.04%
      EFX D 0.04%
      DVN B 0.04%
      AWK B 0.04%
      VST B 0.04%
      HAL F 0.04%
      ANSS D 0.04%
      HSY B 0.04%
      HIG C 0.04%
      TSCO B 0.04%
      EA F 0.04%
      DFS C 0.04%
      ROK F 0.04%
      CDW F 0.04%
      XEL C 0.04%
      GEHC D 0.04%
      CTSH D 0.04%
      WAB A 0.04%
      DD A 0.04%
      VMC C 0.04%
      CHTR F 0.04%
      MPWR B 0.04%
      KHC C 0.04%
      AEE C 0.03%
      LVS D 0.03%
      RBLX C 0.03%
      BLDR D 0.03%
      GPC B 0.03%
      BALL B 0.03%
      CPAY B 0.03%
      EQR A 0.03%
      NTAP B 0.03%
      DTE A 0.03%
      FE A 0.03%
      CTRA B 0.03%
      WEC B 0.03%
      LDOS A 0.03%
      STT C 0.03%
      CSL A 0.03%
      HBAN A 0.03%
      ARES A 0.03%
      PPL A 0.03%
      TYL A 0.03%
      AXON B 0.03%
      SBAC D 0.03%
      BRO C 0.03%
      DKNG D 0.03%
      NVR D 0.03%
      PHM B 0.03%
      PTC D 0.03%
      MSTR D 0.03%
      DOV A 0.03%
      STE D 0.03%
      DG D 0.03%
      ZBH D 0.03%
      BR D 0.03%
      DLTR F 0.03%
      IRM C 0.03%
      ETR A 0.03%
      TROW D 0.03%
      IFF A 0.03%
      GLW B 0.03%
      CAH F 0.03%
      FCNCA B 0.03%
      AVB A 0.03%
      MKL A 0.03%
      WTW D 0.03%
      GRMN A 0.03%
      FTV D 0.03%
      GPN F 0.03%
      ON F 0.03%
      MDB F 0.03%
      KEYS D 0.03%
      LKQ D 0.02%
      MANH D 0.02%
      CAG B 0.02%
      LW F 0.02%
      KMX D 0.02%
      YUMC F 0.02%
      FNF B 0.02%
      BMRN F 0.02%
      OC B 0.02%
      EME A 0.02%
      SJM F 0.02%
      AMCR A 0.02%
      WSO B 0.02%
      STX C 0.02%
      WBA F 0.02%
      SUI D 0.02%
      CF F 0.02%
      LII C 0.02%
      EQT B 0.02%
      VRSN F 0.02%
      POOL F 0.02%
      CHKP D 0.02%
      MRO D 0.02%
      WRB D 0.02%
      NTNX A 0.02%
      VTRS C 0.02%
      AKAM D 0.02%
      SSNC C 0.02%
      GGG D 0.02%
      LUV D 0.02%
      IP C 0.02%
      SYF B 0.02%
      EG C 0.02%
      DPZ B 0.02%
      TDY D 0.02%
      SWKS F 0.02%
      DRI F 0.02%
      DOC A 0.02%
      ATO A 0.02%
      UAL B 0.02%
      APP B 0.02%
      SNA D 0.02%
      AVTR D 0.02%
      L A 0.02%
      TPL C 0.02%
      ESS A 0.02%
      TRU C 0.02%
      CCEP A 0.02%
      LYV D 0.02%
      RS D 0.02%
      CNP B 0.02%
      MAS D 0.02%
      CE C 0.02%
      DGX B 0.02%
      PSTG C 0.02%
      GDDY A 0.02%
      ROL B 0.02%
      MAA B 0.02%
      FDS D 0.02%
      ENTG D 0.02%
      PKG D 0.02%
      ZBRA A 0.02%
      BAH B 0.02%
      NDSN C 0.02%
      CLX F 0.02%
      WBD F 0.02%
      INVH B 0.02%
      CCL F 0.02%
      NTRS C 0.02%
      ALGN F 0.02%
      ULTA F 0.02%
      CMS A 0.02%
      APTV D 0.02%
      TER B 0.02%
      TSN B 0.02%
      RF B 0.02%
      AER A 0.02%
      PNR C 0.01%
      LECO D 0.01%
      EPAM D 0.01%
      RPRX F 0.01%
      CRL D 0.01%
      YNDX C 0.0%
      NTSX Underweight 82 Positions Relative to LCTU
      Symbol Grade Weight
      OLED B -0.25%
      WSM B -0.24%
      WHR F -0.22%
      ETSY F -0.22%
      FMC B -0.19%
      HXL C -0.15%
      MAN B -0.15%
      IPG D -0.15%
      ESI D -0.14%
      KRC F -0.14%
      FNB A -0.14%
      MGM F -0.13%
      KEX A -0.13%
      FRT B -0.13%
      RGA A -0.13%
      GEV C -0.12%
      AGR B -0.12%
      XRAY F -0.12%
      REG F -0.11%
      CHRW C -0.11%
      BXP F -0.1%
      AR B -0.09%
      REXR D -0.08%
      FCN B -0.08%
      GLOB D -0.07%
      RL D -0.06%
      DVA B -0.06%
      LOPE B -0.06%
      RGLD B -0.06%
      CCK C -0.06%
      MSM F -0.06%
      WTRG B -0.06%
      CZR F -0.06%
      PODD C -0.05%
      HAS B -0.05%
      MTZ B -0.05%
      PVH D -0.05%
      S D -0.04%
      RIVN F -0.04%
      QRVO F -0.04%
      SOFI F -0.04%
      FTI B -0.04%
      AFG C -0.04%
      WH F -0.03%
      GWRE C -0.03%
      RUN D -0.03%
      OZK B -0.03%
      CTLT D -0.03%
      VNO F -0.02%
      GXO C -0.02%
      NOV D -0.02%
      XP D -0.02%
      DOCU B -0.02%
      VFC F -0.02%
      BG B -0.02%
      GPS D -0.02%
      SOLV C -0.02%
      CUZ B -0.02%
      JLL C -0.02%
      GFS D -0.02%
      VVV D -0.02%
      XPO D -0.01%
      FAF D -0.01%
      LAD D -0.01%
      LCID F -0.01%
      BBWI C -0.01%
      AGO D -0.01%
      AGNC C -0.0%
      INGR A -0.0%
      FYBR B -0.0%
      PNFP C -0.0%
      DXC F -0.0%
      AM A -0.0%
      TWLO D -0.0%
      MKTX F -0.0%
      TTEK B -0.0%
      YETI F -0.0%
      PII F -0.0%
      PARA C -0.0%
      G D -0.0%
      PLNT D -0.0%
      NYT B -0.0%

      NTSX: Top Represented Industries & Keywords

      Industries: Software - Application Diversified Industrials Utilities - Regulated Electric Business Services Semiconductors Diagnostics & Research Asset Management Banks - Regional - US Capital Markets Drug Manufacturers - Major Oil & Gas E&P Software - Infrastructure Specialty Chemicals Specialty Retail Aerospace & Defense Insurance - Property & Casualty Internet Content & Information Credit Services Health Care Plans Household & Personal Products
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Dow Jones Component Electronics Electricity Aerospace Chemical Semiconductor Bank Banking Telecommunications Cloud Computing IBD 50 Medicine Mining Mobile Devices Real Estate Investment Trust

      LCTU: Top Represented Industries & Keywords

      Industries: Software - Application Semiconductors Banks - Regional - US Capital Markets Drug Manufacturers - Major Health Care Plans Medical Instruments & Supplies Software - Infrastructure Telecom Services Diversified Industrials Integrated Shipping & Logistics Medical Devices Specialty Chemicals Credit Services Diagnostics & Research REIT - Office Specialty Retail Utilities - Regulated Electric Apparel Stores Auto Manufacturers
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Natural Gas Insurance Telecommunications Medicine Real Estate Investment Trust Work From Home Bank Electronics Chemical Mobile Devices Aerospace Banking Electricity Transport Cloud Computing Mining
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