WIMAWisdomtree International Adaptive Moving Average Fund
Tracks the price and yield performance of the WisdomTree International Adaptive Moving Average Index.
By WisdomTree · Launched 2026
Annual Cost
0.42%
#2,099 of 5,861 · average
Fund Size
$68M
#3,342 of 5,861 · mid-size
Return (1Y)Goal
N/A
Track Record
5 months
#5,246 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$11,167+11.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
Global ex-USCap
Multi cap
Strategy
Index tracking
Factor
Momentum
Index tracked
WisdomTree International Adaptive Moving Average Index
What it actually holds
By weightConcentration
Top 10 holdings = 17.3% of fund✓ well diversified
ASML Holding N.V.
2.8%
DREYFUS TRSY OBLIG CASH MDTRXX
2.3%
Shell PLC
1.9%
HSBC Holdings PLC
1.7%
Novartis AG
1.7%
Roche Holding AG
1.5%
NESTLE' CAPITAL MARKETS SA
1.4%
AstraZeneca PLC
1.3%
Advantest Corp.
1.3%
Toyota Motor Corp.
1.3%
Asset allocation
Stocks
99.6%
Other
0.2%
Cash
0.2%
By sector
Financial Services
25.4%
Industrials
17.1%
Technology
12.8%
Healthcare
10.5%
Consumer Cyclical
8.0%
Consumer Defensive
7.3%
Basic Materials
5.9%
Communication
4.6%
Other
8.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
N/A
Max drawdown
-4.8%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 International Adaptive Moving Average Index.
- Strategy
- Employs a passive management approach to track the WisdomTree International Adaptive Moving Average Index, investing primarily in international equity securities and U.S. Treasury bills. The Fund adapts its allocation based on a moving average crossover analysis, with significant exposure to large-capitalization companies in developed countries.
- Inception date
- March 11, 2026
- Fund family
- WisdomTree
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Data updated on 2026-08-04