WAMAWisdomtree U.S. Adaptive Moving Average Fund
Tracks the price and yield performance of the WisdomTree U.S. Adaptive Moving Average Index.
By WisdomTree · Launched 2026
Annual Cost
0.32%
#1,471 of 5,854 · low cost
Fund Size
$186M
#2,408 of 5,854 · mid-size
Return (1Y)Goal
N/A
Track Record
5 months
#5,243 of 5,854 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,767+7.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Momentum
Index tracked
WisdomTree US Adaptive Moving Average Index
What it actually holds
By weightConcentration
Top 10 holdings = 39.1% of fund✓ well diversified
NVIDIA Corp.
7.6%
Apple Inc.
6.7%
Alphabet Inc.
6.1%
Microsoft Corp.
4.8%
Amazon.com, Inc.
3.7%
Meta Platforms Inc
2.5%
Broadcom Inc
2.4%
Tesla Inc
1.9%
Berkshire Hathaway Inc.
1.8%
Walmart Inc
1.7%
Asset allocation
Stocks
100.0%
Cash
0.0%
By sector
Technology
37.9%
Financial Services
12.1%
Communication
11.1%
Consumer Cyclical
9.4%
Healthcare
8.8%
Industrials
8.0%
Consumer Defensive
5.1%
Energy
3.0%
Other
4.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-5.8%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree U.S. Adaptive Moving Average Index.
- Strategy
- Employs a passive management approach to track the WisdomTree U.S. Adaptive Moving Average Index, investing primarily in U.S. equity securities and U.S. Treasury bills. The Fund has significant exposure to the Information Technology Sector and may use futures for hedging and to achieve its investment objective.
- Inception date
- March 10, 2026
- Fund family
- WisdomTree
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Data updated on 2026-08-03