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WTREWisdomTree New Economy Real Estate ETF

Grow my money19y track recordRanked #1,967 of 3,055 in this goal

Tracks the price and yield performance of the WisdomTree New Economy Real Estate Index.

By WisdomTree · Launched 2007

Annual Cost

0.58%

#3,147 of 6,040 · average

Fund Size

$15M

#4,727 of 6,040 · small

Return (1Y)

+9.7%

Track Record

19 years

#501 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,510+5.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Sector

Real estate

Focus

Real Assets, General Innovation

Index tracked

WisdomTree New Economy Real Estate Index

Holdings

By weight

Concentration

Top 10 holdings = 48.0% of fundmoderately concentrated

Equinix, Inc.
5.8%
Prologis Inc.
5.8%
Digital Realty Trust Inc.
5.7%
American Tower Corporation
5.5%
AST SpaceMobile Inc.
4.9%
Crown Castle Inc.
4.6%
Goodman Group
4.6%
Cellnex Telecom S.A.U
4.0%
Iron Mountain Inc.
3.8%
DREY INST PREF GOV MM-MDSVXX
3.4%

Asset allocation

Stocks
98.6%
Other
1.2%
Cash
0.2%

By sector

Real Estate
75.4%
Technology
11.0%
Communication
9.8%
Financial Services
3.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
21.2%High

Year-on-year price swings

Max drawdown
-48.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.59Decent risk-adjusted returns
Sortino (3Y)
0.85Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the WisdomTree New Economy Real Estate Index.
Strategy
Employs a passive management approach to track the WisdomTree New Economy Real Estate Index, investing primarily in common stock of global companies involved in new economy real estate activities. Significant exposure to the Real Estate and Information Technology sectors, with a focus on U.S. companies.
Inception date
June 5, 2007
Fund family
WisdomTree

Next steps

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Data updated on 2026-09-18