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WDGFWisdomTree Global Defense Fund

Grow my moneyNewRanked #2,300 of 2,999 in this goal

Tracks the price and yield performance of the WisdomTree Global Defense Index.

By WisdomTree · Launched 2025

Annual Cost

0.45%

#2,239 of 5,861 · average

Fund Size

$5M

#5,180 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

11 months

#4,627 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,147+1.5%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Sector

Industrials

Index tracked

WisdomTree Global Defense Index

What it actually holds

By weight

Concentration

Top 10 holdings = 48.4% of fundmoderately concentrated

Boeing Co.
5.3%
General Dynamics Corporation
5.2%
Palantir Technologies Inc
5.2%
RTX Corp.
5.1%
BAE Systems PLC
5.1%
Rheinmetall AG
5.0%
Northrop Grumman Corporation
5.0%
Lockheed Martin Corporation
5.0%
L3 Harris Technologies Inc
4.0%
Thales SA
3.7%

Asset allocation

Stocks
99.9%
Cash
0.7%

By sector

Industrials
91.0%
Technology
9.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-18.0%Moderate

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 Global Defense Index.
Strategy
Employs a passive management approach to track the WisdomTree Global Defense Index, investing primarily in common stocks of companies focused on the defense industry. The Fund generally invests at least 80% of its net assets in Index constituents, with significant exposure to the Industrials Sector and a minimum market capitalization of $200 million.
Inception date
September 10, 2025
Fund family
WisdomTree

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Data updated on 2026-08-04