WIMAWisdomtree International Adaptive Moving Average Fund

Grow my moneyNewRanked #1,681 of 2,960 in this goal

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

By WisdomTree · Launched 2026

Annual Cost

0.42%

#2,130 of 5,562 · average

Fund Size

$67M

#3,308 of 5,562 · mid-size

Return (1Y)Goal

N/A

Track Record

3 months

#5,300 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,890+8.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Cap

Multi cap

Strategy

Index tracking

Factor

Momentum

Index tracked

WisdomTree International Adaptive Moving Average Index

What it actually holds

By weight

Concentration

Top 10 holdings = 16.1% of fund✓ well diversified

ASML Holding NVASML.AS

3.2%

HSBC Holdings PLCHSBA.L

1.8%

SoftBank Group Corp9984.T

1.6%

Novartis AG Registered SharesNOVN.SW

1.5%

Shell PLCSHEL.L

1.5%

Roche Holding AG Ordinary Shares newROP.SW

1.4%

Nestle SANESN.SW

1.4%

Mitsubishi UFJ Financial Group Inc8306.T

1.2%

AstraZeneca PLCAZN.L

1.2%

Siemens AGSIE.DE

1.2%

Asset allocation

Stocks

99.5%

Other

0.4%

Cash

0.1%

By sector

Financial Services

24.7%

Industrials

17.4%

Technology

11.7%

Healthcare

10.3%

Consumer Cyclical

8.3%

Consumer Defensive

7.1%

Basic Materials

6.4%

Communication

5.1%

Other

8.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (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

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to track the price and yield performance of the WisdomTree International Adaptive Moving Average Index.
Strategy: Employs a passive management approach designed to track the performance of the Index, investing at least 80% of net assets in its constituents. The Index adapts to market trends by allocating between international equities and U.S. Treasury bills based on a moving average crossover analysis. The Fund may also use futures and ETFs to achieve exposure, with significant holdings expected in the Industrials and Financials sectors, particularly from Japan and the UK.
Inception date: March 11, 2026
Fund family: WisdomTree