WIMA ETF

$44.23

Fund Essentials - as of Mar 31, 2026

Net Assets
$69M
Expense Ratio
0.42%
Dividend Yield (Current)
1.00%
Holdings
490
Inception Date
Mar 12, 2026
Fund Family
WisdomTree Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

Asset Allocation

Stocks: 49.97%
Cash: 50.01%
Other: 0.02%

Price Chart (6M)

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Top Holdings

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TickerNameWeight
-Cash100.00%
ASML:ASAsml Holding Nv2.89%
SHEL:LNShell Plc ADR1.82%
HSBC:ARHsbc Bank Plc (Msci Eafe Index)1.75%
NOVN:SMNovartis Ag__01.71%
Top 10 Concentration: 114.93%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.00%
Frequency
Quarterly
Latest Distribution
$0.42
Jun 25, 2026

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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WIMA ETF Overview

WIMA ETF (WisdomTree International Adaptive Moving Average Fund ETF) is managed by WisdomTree Investments with $69.5M in net assets. WIMA expense ratio is 0.42%, holding 490 positions across sectors including Other, Unknown, Financials. Inception date: 2026-03-12.

WIMA performance shows data across multiple time periods.. WIMA dividend yield stands at 1.00%, paid quarterly.

WIMA top holdings include Cash (100.0%), Asml Holding Nv (2.9%), Shell Plc ADR (1.8%), Hsbc Bank Plc (Msci Eafe Index) (1.8%), Novartis Ag__0 (1.7%). View all WIMA holdings, sector breakdown, or dividend history.

WIMA can be compared against other funds using the overlap calculator or side-by-side comparison tool. WIMA alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-1.14%
YTD
N/A
1 Year
N/A
3 Year
N/A

Top 10 Holdings (114.9% of portfolio)

#TickerNameSectorWeight
1-CashOther100.00%
2ASML:ASAsml Holding NvUnknown2.89%
3SHEL:LNShell Plc ADREnergy1.82%
4HSBC:ARHsbc Bank Plc (Msci Eafe Index)Unknown1.75%
5NOVN:SMNovartis Ag__0Unknown1.71%
6ROG:SMRoche Holding AgUnknown1.47%
7NSRGY:SMNestle Sa RegUnknown1.42%
8AZN:LNAstrazeneca Plc AdrUnknown1.37%
97203:JPToyota Motor CorpUnknown1.26%
108306:TKMitsubishi Ufj Financial GroUnknown1.24%