AUM $71.5MER 0.42%NAV $43.58Holdings —Inception Mar 2026
Price Chart
Key Statistics
Previous Close
$44.26Day Range
$43.99$44.10
52-Week Range
$37.62$44.26
Avg Volume
1.7KDividend Yield
—Expense Ratio
0.42%AUM
$71.5MShares Outstanding
1.6METF Grades
?ETF Grades compare this fund against others in the same category using percentile rankings across six factors. Grades range from A+ (top 5%) to F (bottom 20%). Updated daily.Country Allocation
| Country | Weight % |
|---|---|
| Other | 100.00% |
Fund Information
- Issuer
- WisdomTree
- Inception Date
- Mar 12, 2026
- Description
- WIMA is passively managed, providing adaptive exposure to US t-bills and international stocks ex-NA. The fund utilizes a trend-following signal based on a 200-day moving average crossover, where the ratio of the indexs current price to its 200-day average determines the allocation. If the ratio remains above 1.01 for two days, the portfolio fully allocates to stocks. Conversely, a ratio of 1.01 or below shifts it to T-bills. The fund also incorporates a breadth overlay that can trigger an early re-entry into equities. If more than 15% of the index constituents trade above their own 200-day averages, even while the system is allocated to T-bills. Additionally, a 5% stop-loss triggers a rebalance back into treasuries if the market declines sharply following an equity allocation. WIMA may use futures, ETFs, money market instruments, and cash equivalents to obtain or hedge exposure. Because the strategy adjusts allocations actively and frequently, a high portfolio turnover is expected.
The WisdomTree International Adaptive Moving Average Fund (WIMA) is an exchange-traded fund issued by WisdomTree that launched on Mar 12, 2026. It currently manages $71.5M in assets under management. The fund charges an expense ratio of 0.42%.
Top 10 holdings represent 15.8% of the fund
| Rank | Symbol | Name | Weight % | Shares | Market Value |
|---|---|---|---|---|---|
| 1 | — | ASML HOLDING NV | 3.23% | 1,327 | $2.1M |
| 2 | — | HSBC HOLDINGS PLC | 1.81% | 65,208 | $1.2M |
| 3 | — | SHELL PLC | 1.58% | 24,334 | $1.0M |
| 4 | — | NOVARTIS AG-REG | 1.55% | 6,804 | $1.0M |
| 5 | — | ROCHE HOLDING AG | 1.41% | 2,268 | $927K |
| 6 | — | NESTLE SA-REG | 1.33% | 8,883 | $872K |
| 7 | — | Softbank Group Corp | 1.26% | 22,550 | $823K |
| 8 | — | MITSUBISHI UFJ FINANCIAL GRO | 1.22% | 44,090 | $802K |
| 9 | — | SIEMENS AG-REG | 1.20% | 2,452 | $784K |
| 10 | — | ASTRAZENECA PLC | 1.19% | 4,201 | $778K |
| 11 | — | TOTALENERGIES SE | 1.13% | 8,076 | $738K |
| 12 | — | TOYOTA MOTOR CORP | 1.11% | 38,100 | $725K |
| 13 | — | BHP GROUP LTD | 1.08% | 15,750 | $706K |
| 14 | — | BANCO SANTANDER SA | 0.99% | 54,028 | $647K |
| 15 | — | COMMONWEALTH BANK OF AUSTRAL | 0.96% | 5,579 | $631K |
Detailed Returns
| Period | Return | ETF |
|---|---|---|
| 1D | -0.61% | |
| 1W | +0.72% | |
| 1M | +3.89% | |
| 3M | +4.03% | |
| 6M | +12.44% | |
| YTD | +12.44% | |
| 1Y | +12.44% | |
| 3Y | +12.44% | |
| 5Y | +12.44% |
Moving Averages
20-Day MA
$43.78
Above 20-Day MA50-Day MA
$42.85
Above 50-Day MA200-Day MA
$41.69
Above 200-Day MAPrice with Moving Averages
Support & Resistance
52-Week High
$44.26
Current Price
$43.99
52-Week Low
$37.62
$37.62$44.26
Current Yield
—
Annual Dividend
—
Frequency
—
Last Ex-Date
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Dividends
No dividend data available for this ETF.
Category Comparison
No category data available for comparison.
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