WTMUWisdomtree Core Laddered Municipal Fund
Seeks to generate current income that is exempt from federal income taxes.
By WisdomTree · Launched 2025
Annual Cost
0.25%
#1,139 of 5,861 · low cost
Fund Size
$9M
#4,922 of 5,861 · small
Dividend YieldGoal
3.06%
Track Record
1 year
#4,211 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,349+3.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 27.1% of fund✓ well diversified
UNIVERSITY CONN
3.5%
TEXAS PUB FIN AUTH
2.8%
INDIANA ST FIN AUTH
2.8%
TARRANT CNTY TEX CULTURAL ED FACS FIN CORP
2.7%
PORT OF PORTLAND THE (OR)
2.7%
METROPOLITAN WASHINGTON AIRPORTS AUTHORITY (DC)
2.7%
KENTUCKY INC KY PUB ENERGY AUTH
2.6%
MASSACHUSETTS ST PORT AUTH
2.6%
GRANT COUNTY PUBLIC UTILITY DISTRICT N.2 (WA)
2.5%
SOUTH DAKOTA ST HEALTH & EDL FACS AUTH
2.4%
Asset allocation
Bonds
95.0%
Cash
4.0%
Other
0.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.4%Low
Year-on-year price swings
Max drawdown
-4.2%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
5.0 years
Avg maturity
11.1 years
Credit ratings
AAA
10.6%
AA
53.8%
A
30.1%
BBB
3.8%
BB
1.7%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks to generate current income that is exempt from federal income taxes.
- Strategy
- Actively manages a portfolio primarily invested in municipal debt securities to generate current income exempt from U.S. federal income taxes. Focuses on investment grade securities with an average duration of four to eight years, investing across maturity rungs and prioritizing revenue bonds.
- Inception date
- April 1, 2025
- Fund family
- WisdomTree
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Data updated on 2026-08-04