WIMA Holdings
WisdomTree International Adaptive Moving Average Fund
1W: -1.4%
1M: -3.4%
3M: -1.4%
YTD: +7.8%
$42.16
+0.45 (+1.08%)
Weekly Expected Move ±1.9%
$41
$41
$42
$43
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
ETF-Level Metrics
AUM$67M
Holdings474
Top 10 Wt16.5%
Beta0.42
% Profitable80%
Coverage87%
Portfolio Valuation
P/E16.4
P/B2.1
P/S1.9
EV/EBITDA11.1
P/FCF29.7
PEG1.02
Profitability & Returns
Gross Margin30.9%
Net Margin11.3%
ROE13.2%
ROA1.7%
ROIC7.2%
Div Yield2.96%
Leverage & Liquidity
Debt/Equity1.67
Debt/Assets0.23
Net Debt/EBITDA-0.7x
Interest Cov2.2x
Current Ratio1.83
Quick Ratio1.74
Growth (YoY)
Revenue+11.2%
Net Income+31.6%
EPS+35.8%
FCF+25.9%
EBITDA+22.1%
Rev CAGR 3Y+10.4%
Quality Scores
Piotroski F6.1
Altman Z3.73
IS Quality66.3
IS Overall52.7
IS Value65.8
Median P/E17.0
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 75 | 24.2% | 13.9 |
| Industrials | 77 | 13.1% | 24.2 |
| Other | 60 | 12.8% | — |
| Technology | 44 | 11.4% | 29.8 |
| Healthcare | 51 | 10.2% | 18.8 |
| Consumer Cyclical | 50 | 5.3% | 35.4 |
| Basic Materials | 40 | 5.1% | 39.8 |
| Communication Services | 25 | 5.0% | 10.0 |
| Consumer Defensive | 34 | 4.8% | 16.2 |
| Energy | 13 | 4.6% | 13.2 |
| Utilities | 16 | 2.6% | 13.8 |
| Real Estate | 15 | 1.0% | 8.3 |
Smart Money Overlap
1 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AZN | AstraZeneca PLC | 1.03% | 4 | Bullish | 1 | 2 | -2.8% |
Showing 50 of 500 holdings
· Page 1 of 10
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | ASML HOLDING NV | ASML | 3.48% | $2.5M | 1,412 | 60.0 | $719.7B | Technology |
| 2 | HSBC HOLDINGS PLC | HSBA.L | 1.95% | $1.4M | 68,933 | 13.5 | $247.8B | Financial Services |
| 3 | SHELL PLC | SHEL | 1.76% | $1.2M | 25,788 | 10.4 | $268.3B | Energy |
| 4 | MITSUBISHI UFJ FINANCIAL GRO | 8306.T | 1.55% | $1.1M | 46,490 | 14.9 | $40.0T | Financial Services |
| 5 | NOVARTIS AG-REG | NOVN.SW | 1.49% | $1.1M | 7,224 | 21.3 | $221.1B | Healthcare |
| 6 | Roche Holding Ag | ROP.SW | 1.45% | $1.0M | 2,401 | 22.5 | $275.2B | Healthcare |
| 7 | Softbank Group Corp | 9984.T | 1.33% | $945,220 | 23,850 | 7.3 | $36.0T | Communication Services |
| 8 | NESTLE SA-REG Private | NESN | 1.23% | $869,847 | 9,400 | — | — | — |
| 9 | SIEMENS AG-REG Private | SIE | 1.16% | $820,821 | 2,594 | — | — | — |
| 10 | BANCO SANTANDER SA | SAN | 1.14% | $809,942 | 57,009 | 10.6 | $196.1B | Financial Services |
| 11 | TOTALENERGIES SE | TTE | 1.10% | $779,298 | 8,572 | 10.4 | $188.0B | Energy |
| 12 | TOYOTA MOTOR CORP | 7203.T | 1.08% | $767,713 | 40,500 | 8.1 | $33.8T | Consumer Cyclical |
| 13 | SAP SE | SAP | 1.05% | $744,050 | 3,558 | 26.8 | $243.0B | Technology |
| 14 | ASTRAZENECA PLC | AZN | 1.03% | $733,387 | 4,431 | 23.4 | $243.3B | Healthcare |
| 15 | BHP GROUP LTD | BHP | 1.00% | $705,585 | 16,809 | 22.0 | $218.6B | Basic Materials |
| 16 | ALLIANZ SE-REG | ALV.DE | 0.95% | $675,503 | 1,397 | 13.6 | $158.3B | Financial Services |
| 17 | UNICREDIT SPA | UCG.MI | 0.95% | $673,208 | 7,029 | 11.2 | $118.5B | Financial Services |
| 18 | SUMITOMO MITSUI FINANCIAL GR Private | 8316 | 0.93% | $661,954 | 14,920 | — | — | — |
| 19 | HITACHI LTD | 6501.T | 0.91% | $643,387 | 18,370 | 31.2 | $24.8T | Industrials |
| 20 | ADVANTEST CORP | 6857.T | 0.91% | $642,272 | 3,000 | 61.0 | $28.0T | Technology |
| 21 | BANCO BILBAO VIZCAYA ARGENTA | BBVA | 0.89% | $629,451 | 21,954 | 12.3 | $149.1B | Financial Services |
| 22 | COMMONWEALTH BANK OF AUSTRAL | CBA.AX | 0.88% | $627,308 | 5,898 | 23.3 | $253.2B | Financial Services |
| 23 | TOKYO ELECTRON LTD Private | 8035 | 0.86% | $607,705 | 1,700 | — | — | — |
| 24 | SCHNEIDER ELECTRIC SE | SU.PA | 0.86% | $606,768 | 1,838 | 36.0 | $170.8B | Industrials |
| 25 | UBS GROUP AG-REG | UBSG.SW | 0.85% | $599,349 | 12,311 | 16.0 | $129.6B | Financial Services |
| 26 | ABB LTD-REG | ABBN.SW | 0.80% | $567,693 | 5,921 | 35.7 | $148.6B | Industrials |
| 27 | SONY GROUP CORP | 6758.T | 0.79% | $561,985 | 24,060 | -102.1 | $22.0T | Technology |
| 28 | ROLLS-ROYCE HOLDINGS PLC | RR.L | 0.79% | $558,000 | 28,564 | 41.0 | $122.1B | Industrials |
| 29 | RECRUIT HOLDINGS CO LTD | 6098.T | 0.76% | $540,686 | 5,180 | 40.5 | $23.3T | Communication Services |
| 30 | BP PLC Private | BP/ | 0.72% | $512,719 | 68,673 | — | — | — |
| 31 | MIZUHO FINANCIAL GROUP INC | 8411.T | 0.72% | $512,135 | 9,170 | 15.1 | $20.6T | Financial Services |
| 32 | Unilever Plc | ULVR.L | 0.69% | $492,075 | 7,951 | 20.5 | $96.6B | Consumer Defensive |
| 33 | MITSUBISHI CORP | 8058.T | 0.66% | $468,803 | 15,330 | 19.4 | $17.2T | Industrials |
| 34 | IBERDROLA SA | IBE.MC | 0.66% | $465,731 | 20,149 | 19.1 | $138.9B | Utilities |
| 35 | ING GROEP NV | INGA.AS | 0.66% | $464,992 | 12,835 | 13.3 | $87.7B | Financial Services |
| 36 | NOVO NORDISK A/S-B | NOVO-B.CO | 0.62% | $437,979 | 11,422 | 9.5 | $1.1T | Healthcare |
| 37 | AIRBUS SE Private | — | 0.62% | $437,122 | 1,992 | — | — | — |
| 38 | BRITISH AMERICAN TOBACCO PLC | BATS.L | 0.61% | $434,249 | 7,761 | 13.6 | $85.4B | Consumer Defensive |
| 39 | BNP PARIBAS | BNP.PA | 0.61% | $430,794 | 3,858 | 8.0 | $100.9B | Financial Services |
| 40 | LVMH MOET HENNESSY LOUIS VUI Private | — | 0.60% | $424,645 | 937 | — | — | — |
| 41 | INTESA SANPAOLO | ISP.MI | 0.59% | $419,672 | 54,614 | 11.3 | $111.7B | Financial Services |
| 42 | SAFRAN SA | SAF.PA | 0.58% | $410,209 | 1,084 | 35.5 | $137.5B | Industrials |
| 43 | AIR LIQUIDE SA Private | — | 0.58% | $409,858 | 2,144 | — | — | — |
| 44 | DBS GROUP HOLDINGS LTD | D05.SI | 0.57% | $402,569 | 6,590 | 19.5 | $219.1B | Financial Services |
| 45 | AIA GROUP LTD | 1299.HK | 0.54% | $385,119 | 40,800 | 11.6 | $713.1B | Financial Services |
| 46 | L'OREAL Private | — | 0.53% | $373,637 | 854 | — | — | — |
| 47 | TOKIO MARINE HOLDINGS INC Private | 8766 | 0.52% | $369,538 | 7,210 | — | — | — |
| 48 | ITOCHU CORP | 8001.T | 0.51% | $364,383 | 25,790 | 16.7 | $15.2T | Industrials |
| 49 | BARCLAYS PLC | BARC.L | 0.51% | $359,250 | 58,638 | 9.1 | $59.8B | Financial Services |
| 50 | RIO TINTO PLC | RIO | 0.50% | $353,817 | 3,783 | 12.6 | $153.1B | Basic Materials |