WTMYWisdomtree High Income Laddered Municipal Fund
Seeks to generate a high level of current income that is exempt from federal income taxes.
By WisdomTree · Launched 2025
Annual Cost
0.35%
#1,699 of 6,040 · low cost
Fund Size
$5M
#5,304 of 6,040 · small
Return (1Y)
-0.2%
Track Record
1 year
#4,227 of 6,040 · young
Performance
Total-return NAV · USDGrowth of $10,000
$9,982-0.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 38.6% of funddiversified
PUBLIC FIN AUTH WIS
5.4%
CHICAGO ILL BRD ED
5.2%
OKLAHOMA DEV FIN AUTH
5.1%
PUERTO RICO SALES TAX FINANCING CORP
5.1%
BUCKEYE OHIO TOB SETTLEMENT FING AUTH
4.5%
FLORIDA DEV FIN CORP
3.9%
TOBACCO SETTLEMENT FING CORP N J
3.3%
CHICAGO ILL
2.3%
CENTRAL FLORIDA EXPRESSWAY AUTHORITY (FL)
2.1%
SOUTHEAST ENERGY AUTH COOP DIST ALA
2.0%
Asset allocation
Bonds
95.4%
Cash
3.0%
Other
1.6%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
2.7%Low
Year-on-year price swings
Max drawdown
-3.7%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
5.3 years
Avg maturity
10.5 years
Credit ratings
AAA
1.9%
AA
30.9%
A
32.8%
BBB
7.6%
BB
13.7%
Other
13.2%
Listing
- Exchange
- NASDAQ Global Select Market
Full fund details
- Objective
- Seeks to generate a high level of current income that is exempt from federal income taxes.
- Strategy
- Actively manages a portfolio primarily invested in municipal debt securities to generate high current income exempt from federal income taxes. The Fund invests at least 80% of its net assets in high income municipal debt securities, focusing on revenue bonds and maintaining a diversified interest rate risk across the curve.
- Inception date
- April 1, 2025
- Fund family
- WisdomTree
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Data updated on 2026-09-18