WAMA
WisdomTree US Adaptive Moving Average Fund
1W: -0.3%
1M: +0.6%
3M: +2.5%
YTD: +9.8%
$27.00
+0.17 (+0.65%)
Weekly Expected Move ±1.5%
$26
$27
$27
$27
$28
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Key Statistics
AUM$97M
Holdings504
Top 10 Wt41.3%
Volume7,005
Avg Volume12,557
Beta0.57
Portfolio Fundamentals
P/E29.6
P/B10.9
Div Yield1.04%
ROE43.1%
% Profitable91%
Inception2026-03-12
Sector Allocation
Technology
40.0%
Financial Services
11.9%
Communication Services
10.8%
Healthcare
9.1%
Consumer Cyclical
8.6%
Industrials
6.9%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Nvidia Corp | NVDA | 8.43% | $16.1M | 70,504 |
| 2 | Apple Inc | AAPL | 7.58% | $14.5M | 42,873 |
| 3 | Alphabet Inc-Cl A | GOOGL | 6.12% | $11.7M | 34,186 |
| 4 | Microsoft Corp | MSFT | 5.57% | $10.7M | 20,932 |
| 5 | Amazon.com Inc | AMZN | 3.74% | $7.2M | 29,078 |
| 6 | Meta PlatformsInc. Cl A | META | 2.61% | $5.0M | 6,980 |
| 7 | Broadcom Inc | AVGO | 2.28% | $4.4M | 12,493 |
| 8 | Eli Lilly & Co | LLY | 1.72% | $3.3M | 2,775 |
| 9 | Micron Technology Inc | MU | 1.68% | $3.2M | 3,057 |
| 10 | Berkshire Hathaway Inc | BRK-B | 1.60% | $3.1M | 6,074 |