WIMA
WisdomTree International Adaptive Moving Average Fund
1W: +0.1%
1M: +2.0%
3M: +3.8%
YTD: +8.4%
$42.41
+0.07 (+0.16%)
Weekly Expected Move ±1.9%
$41
$41
$42
$43
$44
Key Statistics
AUM$68M
Holdings484
Top 10 Wt16.2%
Volume252
Avg Volume2,721
Beta0.53
Portfolio Fundamentals
P/E9.5
P/B1.2
Div Yield2.70%
ROE13.0%
% Profitable89%
Inception2026-03-12
Sector Allocation
Financial Services
23.8%
Industrials
17.3%
Healthcare
13.1%
Technology
10.6%
Consumer Defensive
8.4%
Consumer Cyclical
7.7%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | ASML Holding N.V. | ASML.WA | 2.84% | $1.5M | 1,302 |
| 2 | DREYFUS TRSY OBLIG CASH M | — | 2.32% | $1.4M | 1,370,441 |
| 3 | Shell PLC | SHEZF | 1.87% | $839,676 | 23,435 |
| 4 | HSBC Holdings PLC | 0005.HK | 1.71% | $768,741 | 62,929 |
| 5 | Novartis AG | NVSEF | 1.70% | $809,279 | 6,696 |
| 6 | Roche Holding AG | ROP.SW | 1.48% | $702,410 | 2,232 |
| 7 | NESTLE' CAPITAL MARKETS SA | NESN.SW | 1.44% | $685,548 | 8,742 |
| 8 | AstraZeneca PLC | AZNCF | 1.34% | $601,115 | 4,092 |
| 9 | Advantest Corp. | 6857.T | 1.32% | $124.0M | 6,100 |
| 10 | Toyota Motor Corp. | TOM.BE | 1.25% | $117.6M | 37,200 |
Recent Holding Changes
No recent changes