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WTAI

WisdomTree Artificial Intelligence and Innovation Fund
1W: -1.0% 1M: -1.6% 3M: +1.2% YTD: -0.1% 1Y: +42.0% 3Y: +78.1%
$28.08
-1.45 (-4.91%)
After Hours: $29.00 (+0.92, +3.28%)
ETF CBOE · AUM $382.5M
ETF-Level Metrics
AUM$382M
Holdings64
Top 10 Wt37.3%
Beta1.74
% Profitable64%
Coverage98%
Portfolio Valuation
P/E21.6
P/B3.2
P/S3.9
EV/EBITDA12.6
P/FCF32.9
PEG0.64
Profitability & Returns
Gross Margin44.9%
Net Margin17.9%
ROE16.1%
ROA10.5%
ROIC14.1%
Div Yield0.48%
Leverage & Liquidity
Debt/Equity0.22
Debt/Assets0.14
Net Debt/EBITDA-0.3x
Interest Cov56.2x
Current Ratio2.27
Quick Ratio1.87
Growth (YoY)
Revenue+23.6%
Net Income+56.2%
EPS+55.7%
FCF+37.7%
EBITDA+43.2%
Rev CAGR 3Y+17.2%
Quality Scores
Piotroski F6.4
Altman Z12.94
IS Quality74.3
IS Overall63.4
IS Value45.2
Median P/E31.3

Sector Breakdown

8 sectors
Sector # Holdings Total Weight % Avg P/E
Technology 48 69.2% 75.7
Consumer Cyclical 3 9.0% 120.0
Communication Services 3 6.9% 94.5
Industrials 5 6.0% -46.5
Financial Services 2 5.1% 8.1
Other 12 2.3%
Utilities 1 1.0% 49.2
Consumer Defensive 1 0.6% 44.2

Smart Money Overlap

8 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
AVGO Broadcom Inc. 2.84% 4 Bullish 1 10 -0.9%
CSCO Cisco Systems, Inc. 2.08% 4 Bullish 5 6 +3.7%
NOW ServiceNow, Inc. 1.58% 4 Bullish 2 12 -4.6%
INTC Intel Corporation 1.01% 4 Bullish 2 2 +3.4%
GEV GE Vernova Inc. 0.99% 4 Bullish 8 7 +5.7%
DE Deere & Company 0.75% 4 Bullish 10 3 +23.3%
BE Bloom Energy Corporation 0.51% 4 Bullish 10 4 -2.7%
IBM International Business Machines Corporation 0.49% 4 Bullish 10 8 -0.2%
Showing 50 of 75 holdings · Page 1 of 2
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 Amazon.com Inc AMZN 4.57% $17.8M 85,047 28.7 $2.3T Consumer Cyclical
2 Google Inc GOOGL 4.45% $17.3M 56,269 25.7 $3.5T Communication Services
3 Samsung Electronics Co Ltd 005930.KS 4.24% $16.5M 123,259 27.4 $1263.7T Technology
4 Nvidia Corp NVDA 4.24% $16.5M 92,163 34.8 $4.3T Technology
5 Meta PlatformsInc. Cl A FB 3.93% $15.3M 25,137 1.8 $8M Financial Services
6 Micron Technology Inc MU 3.76% $14.6M 32,849 16.6 $430.9B Technology
7 SK Hynix Inc 000660.KS 3.38% $13.1M 19,431 15.0 $687.0T Technology
8 Oracle Corp ORCL 3.23% $12.5M 80,618 25.2 $419.8B Technology
9 Broadcom Inc AVGO 2.84% $11.0M 34,495 59.0 $1.5T Technology
10 Taiwan Semiconductor Manufacturer ADR TSM 2.71% $10.5M 31,104 27.8 $1.8T Technology
11 Tesla Inc TSLA 2.71% $10.5M 27,690 317.8 $1.4T Consumer Cyclical
12 Teradyne Inc TER 2.45% $9.5M 31,432 84.7 $50.6B Technology
13 Vertiv Holdings Co VRT 2.28% $8.8M 32,854 73.3 $105.7B Industrials
14 LAM RESEARCH CORP Private US5128073062 2.24% $8.7M 37,131
15 Digitalocean Holdings Inc DOCN 2.14% $8.3M 97,471 30.4 $8.0B Technology
16 Cisco Systems Inc CSCO 2.08% $8.1M 102,934 29.4 $323.3B Technology
17 Snowflake Inc-Class A SNOW 2.05% $8.0M 45,385 -41.7 $55.0B Technology
18 Lumentum Holdings Inc LITE 1.96% $7.6M 9,851 197.7 $55.5B Technology
19 SK Square Co Ltd 402340.KS 1.95% $7.6M 18,601 8.3 $79.8T Technology
20 Palo Alto Networks Inc PANW 1.88% $7.3M 43,077 85.1 $104.4B Technology
21 Sandisk Corp-W/I SNDK 1.82% $7.1M 9,145 -86.7 $100.1B Technology
22 Softbank Corp 9984.T 1.77% $6.9M 305,300 5.9 $21.7T Communication Services
23 Hyundai Motor Co 005380.KS 1.72% $6.7M 19,232 13.5 $101.2T Consumer Cyclical
24 ServiceNow Inc NOW 1.58% $6.1M 54,244 61.8 $107.8B Technology
25 ASML Holding Nv-Ny Reg Shs ASML 1.54% $6.0M 4,373 46.9 $537.2B Technology
26 Schneider Electric SA SU.PA 1.49% $5.8M 20,656 32.2 $139.4B Industrials
27 Celestica Inc CLS 1.48% $5.7M 20,215 38.3 $34.7B Technology
28 Cloudflare Inc - Class A NET 1.37% $5.3M 23,981 -714.5 $76.7B Technology
29 Coherent Corp COHR 1.25% $4.9M 17,639 130.1 $43.1B Technology
30 Sompo Holdings Inc 8630.T 1.16% $4.5M 121,600 14.5 $5.5T Financial Services
31 Marvell Technology Inc MRVL 1.14% $4.4M 49,528 31.1 $86.1B Technology
32 Mongodb Inc MDB 1.14% $4.4M 16,376 -276.4 $19.8B Technology
33 Crowdstrike Holdings Inc - A CRWD 1.10% $4.3M 9,950 -540.1 $97.9B Technology
34 Shopify Inc - Class A SHOP 1.06% $4.1M 33,717 122.1 $154.5B Technology
35 Salesforce Inc CRM 1.05% $4.1M 20,837 23.2 $170.5B Technology
36 Applied Materials Inc AMAT 1.04% $4.0M 11,316 34.5 $293.1B Technology
37 Intel Corp INTC 1.01% $3.9M 85,106 -804.0 $235.7B Technology
38 Kioxia Holdings Corp 285A.T 1.00% $3.9M 27,400 68.6 $12.2T Technology
39 Advanced Micro Devices AMD 0.99% $3.8M 18,716 76.9 $359.1B Technology
40 GE Vernova Inc GEV 0.99% $3.8M 4,369 49.2 $250.6B Utilities
41 Corning Inc GLW 0.99% $3.8M 28,783 73.4 $125.6B Technology
42 Lattice Semiconductor Corp LSCC 0.97% $3.8M 39,555 4246.5 $13.8B Technology
43 Cummins Inc CMI 0.95% $3.7M 6,856 25.8 $76.5B Industrials
44 Datadog Inc - Class A DDOG 0.95% $3.7M 28,345 404.5 $43.6B Technology
45 JFrog Ltd FROG 0.91% $3.5M 81,015 -78.5 $5.6B Technology
46 Microchip Technology Inc MCHP 0.77% $3.0M 47,190 -358.2 $35.3B Technology
47 Deere & Co DE 0.75% $2.9M 5,128 32.6 $156.1B Industrials
48 Credo Technology Group Hldgs CRDO 0.74% $2.9M 26,661 50.5 $19.2B Technology
49 Palantir Technologies Inc-A PLTR 0.70% $2.7M 17,423 217.8 $355.1B Technology
50 Ciena Corp CIEN 0.68% $2.6M 6,402 244.2 $61.9B Technology

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms