WTMYWisdomtree High Income Laddered Municipal Fund

Get income1y track recordRanked #1,320 of 1,622 in this goal

Seeks to generate a high level of current income exempt from federal income taxes.

By WisdomTree · Launched 2025

Annual Cost

0.35%

#1,706 of 5,562 · low cost

Fund Size

$6M

#4,967 of 5,562 · small

Dividend YieldGoal

3.43%

Track Record

1 year

#4,304 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,528+5.3%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 38.8% of fund✓ well diversified

PUBLIC FIN AUTH WI TOLL REVENU

5.4%

OKLAHOMA ST DEV FIN AUTH HLTHS

5.1%

PUERTO RICO SALES TAX FING COR

5.1%

CHICAGO IL BRD OF EDU

5.0%

BUCKEYE OH TOBACCO SETTLEMENT

4.6%

FLORIDA ST DEV FIN CORP

3.9%

TOBACCO SETTLEMENT FING CORP N

3.3%

CHICAGO IL WSTWTR TRANSMISSION

2.3%

CENTRL FL EXPRESSWAY AUTH SR L

2.1%

SOUTHEAST ENERGY AUTHORITY A C

1.9%

Asset allocation

Bonds

98.4%

Stocks

1.2%

Other

0.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

2.5%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

5.2 years

Avg maturity

10.6 years

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Seeks to generate a high level of current income exempt from federal income taxes.
Strategy: Invests primarily in municipal debt securities with interest payments exempt from U.S. federal income taxes. Focuses on high income municipal securities rated A+ or below, with an average duration of 5-10 years, and aims to diversify interest rate risk across the curve.
Inception date: April 1, 2025
Fund family: WisdomTree