WCBRWisdomTree Cybersecurity Fund

Grow my money5y track recordRanked #1,192 of 2,960 in this goal

Seeks to track the price and yield performance of the WisdomTree Team8 Cybersecurity Index.

By WisdomTree · Launched 2021

Annual Cost

0.45%

#2,223 of 5,562 · average

Fund Size

$100M

#2,954 of 5,562 · mid-size

Return (1Y)Goal

+2.9%

Track Record

5 years

#2,291 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$10,314+3.1%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Sector

Information technology

Focus

Cybersecurity

Index tracked

WisdomTree Team8 Cybersecurity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 48.9% of fundmoderately concentrated

Crowdstrike Holdings Inc

5.9%

Datadog Inc

5.4%

CyberArk Software Ltd

5.2%

Akamai Technologies Inc

5.1%

Cloudflare Inc

4.8%

Rubrik Inc

4.5%

Qualys Inc

4.5%

Fortinet Inc

4.5%

SailPoint Inc

4.5%

SentinelOne Inc

4.5%

Asset allocation

Stocks

100.0%

By sector

Technology

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

32.6%High

Year-on-year price swings

Max drawdown

-52.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.60Decent risk-adjusted returns

Sortino (3Y)

0.85Moderate downside risk

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree Team8 Cybersecurity Index.
Strategy: Employs a passive management approach designed to track the WisdomTree Team8 Cybersecurity Index. Uses representative sampling to invest in securities whose characteristics resemble those of the Index. The Index provides exposure to global equity securities of companies involved in cybersecurity activities, requiring at least 50% of revenue from these activities and revenue growth criteria. The Index is reconstituted and rebalanced semi-annually.
Inception date: January 26, 2021
Fund family: WisdomTree