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WTREWisdomTree New Economy Real Estate ETF

Grow my money#1890 of 2944 for Grow my money

Seeks to track the price and yield performance of the WisdomTree New Economy Real Estate Index.

WisdomTree · Since 2007 (18 years)

Annual Cost

0.58%

#2732 out of 5,332 ETFs

Fund Size

$14M

#4346 out of 5,332 ETFs

Dividend Yield

2.39%

Track Record

18 years

#520 out of 5,332 ETFs

Performance

1 Year

+45.7%

3 Years

+16.3%

5 Years

+0.9%

What's inside

Asset class
Strategy
index tracking
Focus
Real AssetsGeneral Innovation

Asset allocation

Stocks
98.9%
Other
1.1%

Sector breakdown

Real Estate
77.6%
Technology
10.0%
Financial Services
8.8%
Communication
3.6%

Top holdings

Prologis IncPLD7.2%
Equinix IncEQIX6.0%
Digital Realty Trust IncDLR5.5%
Goodman GroupGMG.AX5.1%
American Tower CorpAMT5.0%
Crown Castle IncCCI4.8%
Iron Mountain IncIRM4.5%
AST SpaceMobile Inc Ordinary Shares - Class AASTS4.3%
Cellnex Telecom SACLNX.MC4.1%
SBA Communications Corp Class ASBAC3.5%

Risk profile

Volatility (1Y)

19.8%

Moderate

Max drawdown

-48.5%

Worst peak-to-trough loss

Sharpe (3Y)

0.71

Decent risk-adjusted returns

Sortino (3Y)

1.03

Good downside protection

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Data updated on 2026-05-05