WAMAWisdomtree U.S. Adaptive Moving Average Fund

Grow my moneyNewRanked #1,053 of 2,960 in this goal

Seeks to track the price and yield performance of the WisdomTree U.S. Adaptive Moving Average Index.

By WisdomTree · Launched 2026

Annual Cost

0.32%

#1,543 of 5,562 · low cost

Fund Size

$189M

#2,345 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

3 months

#5,296 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,634+6.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Factor

Momentum

Index tracked

WisdomTree US Adaptive Moving Average Index

What it actually holds

By weight

Concentration

Top 10 holdings = 41.5% of fundmoderately concentrated

NVIDIA CorpNVDA

7.9%

Apple IncAAPL

7.1%

Alphabet Inc Class AGOOGL

6.9%

Microsoft CorpMSFT

5.0%

Amazon.com IncAMZN

4.2%

Broadcom IncAVGO

3.0%

Meta Platforms Inc Class AMETA

2.3%

Tesla IncTSLA

1.9%

Eli Lilly and CoLLY

1.6%

Micron Technology IncMU

1.6%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

38.6%

Communication

11.9%

Financial Services

11.4%

Consumer Cyclical

9.8%

Healthcare

8.2%

Industrials

7.3%

Consumer Defensive

5.0%

Energy

3.1%

Other

4.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (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

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree U.S. Adaptive Moving Average Index.
Strategy: Employs a passive management approach designed to track the WisdomTree U.S. Adaptive Moving Average Index. Invests at least 80% of net assets in constituents of the Index, adapting to market trends using a moving average crossover analysis. The Index allocates between U.S. equity securities and U.S. Treasury bills based on price trend signals, with a stop-loss mechanism to protect against significant market declines.
Inception date: March 10, 2026
Fund family: WisdomTree