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CEWWisdomTree Emerging Currency Strategy Fund

Get income17y track recordRanked #1,046 of 1,650 in this goal

Seeks total returns reflective of both money market rates in selected emerging market countries and changes to the value of these currencies relative to the U.S. dollar.

By WisdomTree · Launched 2009

Annual Cost

0.55%

#2,921 of 5,861 · average

Fund Size

$15M

#4,637 of 5,861 · small

Dividend YieldGoal

2.41%

Track Record

17 years

#655 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,924+9.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Money market

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 100.0% of fundconcentrated

United States Treasury Bills
33.1%
United States Treasury Bills
32.8%
CITIBANK, NATIONAL ASSOCIATION
30.9%
WisdomTree Trust
2.6%
MORGAN STANLEY & CO. LLCN/A
0.2%
GOLDMAN SACHS & CO. LLCN/A
0.2%
MORGAN STANLEY & CO. LLCN/A
0.1%
STANDARD CHARTERED BANKN/A
0.1%
GOLDMAN SACHS & CO. LLCN/A
0.1%
HSBC BANK PLCN/A
0.1%

Asset allocation

Bonds
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
6.4%Low

Year-on-year price swings

Max drawdown
-17.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.43Below average
Sortino (3Y)
0.61Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total returns reflective of both money market rates in selected emerging market countries and changes to the value of these currencies relative to the U.S. dollar.
Strategy
Actively manages an ETF investing in short-term securities and instruments to provide exposure to currencies and money market rates from emerging and developing economies across Asia, Latin America, and Europe, the Middle East, and Africa. The Fund maintains geographic diversity and equal weighting of selected currencies, rebalancing quarterly to adapt to market conditions.
Inception date
May 6, 2009
Fund family
WisdomTree

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Data updated on 2026-08-04