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WDNAWisdomTree BioRevolution Fund

Grow my money5y track recordRanked #2,254 of 2,992 in this goal

Tracks the price and yield performance of the WisdomTree BioRevolution Index.

By WisdomTree · Launched 2021

Annual Cost

0.45%

#2,233 of 5,854 · average

Fund Size

$3M

#5,416 of 5,854 · small

Return (1Y)Goal

+43.6%

Track Record

5 years

#2,333 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,657+46.6%

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

Focus

Biotech & Genomics

Index tracked

WisdomTree BioRevolution Index

What it actually holds

By weight

Concentration

Top 10 holdings = 27.9% of fundwell diversified

Moderna Inc
4.5%
Johnson & Johnson
3.2%
United Therapeutics Corporation
2.8%
Pfizer Inc.
2.7%
Eli Lilly & Co.
2.6%
Stoke Therapeutics Inc
2.5%
NATERA INC
2.5%
Amgen Inc.
2.3%
Twist Bioscience Corporation
2.3%
AstraZeneca PLC
2.3%

Asset allocation

Stocks
100.0%

By sector

Healthcare
90.0%
Basic Materials
6.3%
Consumer Defensive
3.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
25.6%High

Year-on-year price swings

Max drawdown
-58.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.14Below average
Sortino (3Y)
0.21Moderate downside risk

Listing

Exchange
Cboe BZX

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree BioRevolution Index.
Strategy
Employs a passive management approach to track the WisdomTree BioRevolution Index, investing in equity securities of companies significantly transformed by advancements in genetics and biotechnology. The Fund generally uses a representative sampling strategy and is expected to have significant exposure to the Health Care Sector.
Inception date
June 1, 2021
Fund family
WisdomTree

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Data updated on 2026-08-03