WTREWisdomTree New Economy Real Estate ETF
Tracks the price and yield performance of the WisdomTree New Economy Real Estate Index.
By WisdomTree · Launched 2007
Annual Cost
0.58%
#3,048 of 5,861 · average
Fund Size
$16M
#4,604 of 5,861 · small
Return (1Y)Goal
+27.4%
Track Record
19 years
#494 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$12,491+24.9%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
GlobalStrategy
Index tracking
Sector
Real estateFocus
Real Assets, General Innovation
Index tracked
WisdomTree New Economy Real Estate Index
What it actually holds
By weightConcentration
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
98.8%
Other
1.1%
By sector
Real Estate
70.2%
Technology
13.8%
Communication
11.0%
Financial Services
5.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.7%High
Year-on-year price swings
Max drawdown
-48.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.56Decent risk-adjusted returns
Sortino (3Y)
0.81Moderate 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
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at WTRE. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04