ETF overview
The WisdomTree U.S. Adaptive Moving Average Fund endeavors to replicate the investment returns—including capital appreciation and income generation—of its benchmark, the WisdomTree U.S. Adaptive Moving Average Index. This tracking occurs prior to the deduction of any associated fees or expenses.
Fund facts
- Expense ratio
- 0.32%
- Fund assets
- 202.61M USD (all share classes)
- Issuer
- WisdomTree
- Inception date
- Mar 12, 2026
- Number of holdings
- 506
Breakdown
Holdings (506)
| Name | Ticker | Weight |
|---|---|---|
| Nvidia Corp | NVDA | 7.93% |
| Apple Inc | AAPL | 7.59% |
| Alphabet Inc-Cl A | GOOGL | 6.18% |
| Microsoft Corp | MSFT | 5.85% |
| Amazon.com Inc | AMZN | 3.83% |
| Meta PlatformsInc. Cl A | META | 2.66% |
| Broadcom Inc | AVGO | 2.23% |
| Eli Lilly & Co | LLY | 1.80% |
| Berkshire Hathaway Inc | BRK-B | 1.65% |
| Tesla Inc | TSLA | 1.56% |
| and 493 more | ||
Similar ETFs
- WisdomTree Efficient Gold Plus Equity Strategy FundGDE · Overlap 97% · Expense ratio 0.20%
- TCW Transform 500 ETFVOTE · Overlap 94% · Expense ratio 0.05%
- Franklin U.S. Equity Index ETFUSPX · Overlap 94% · Expense ratio 0.03%
- Invesco MSCI USA ETFPBUS · Overlap 94% · Expense ratio 0.04%
- iShares Morningstar Large-Cap ETFMLRG · Overlap 93% · Expense ratio 0.03%
- State Street SPDR Portfolio S&P 500 ETFSPYM · Overlap 93% · Expense ratio 0.02%
- iShares Core S&P 500 ETFIVV · Overlap 93% · Expense ratio 0.03%
- State Street SPDR S&P 500 ETFSPY · Overlap 93% · Expense ratio 0.09%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
WisdomTree US Adaptive Moving Average Fund (WAMA)
- Expense ratio
- 0.32%
- Fund assets
- 202.61M USD (all share classes)
- Issuer
- WisdomTree
- Inception date
- Mar 12, 2026
- Number of holdings
- 506
| Name | Ticker | Weight |
|---|---|---|
| Nvidia Corp | NVDA | 7.93% |
| Apple Inc | AAPL | 7.59% |
| Alphabet Inc-Cl A | GOOGL | 6.18% |
| Microsoft Corp | MSFT | 5.85% |
| Amazon.com Inc | AMZN | 3.83% |
| Meta PlatformsInc. Cl A | META | 2.66% |
| Broadcom Inc | AVGO | 2.23% |
| Eli Lilly & Co | LLY | 1.80% |
| Berkshire Hathaway Inc | BRK-B | 1.65% |
| Tesla Inc | TSLA | 1.56% |
| and 493 more | ||
The WisdomTree U.S. Adaptive Moving Average Fund endeavors to replicate the investment returns—including capital appreciation and income generation—of its benchmark, the WisdomTree U.S. Adaptive Moving Average Index. This tracking occurs prior to the deduction of any associated fees or expenses.
- WisdomTree Efficient Gold Plus Equity Strategy FundGDE · Overlap 97% · Expense ratio 0.20%
- TCW Transform 500 ETFVOTE · Overlap 94% · Expense ratio 0.05%
- Franklin U.S. Equity Index ETFUSPX · Overlap 94% · Expense ratio 0.03%
- Invesco MSCI USA ETFPBUS · Overlap 94% · Expense ratio 0.04%
- iShares Morningstar Large-Cap ETFMLRG · Overlap 93% · Expense ratio 0.03%
- State Street SPDR Portfolio S&P 500 ETFSPYM · Overlap 93% · Expense ratio 0.02%
- iShares Core S&P 500 ETFIVV · Overlap 93% · Expense ratio 0.03%
- State Street SPDR S&P 500 ETFSPY · Overlap 93% · Expense ratio 0.09%
Overlap is the share of assets the two funds hold in common.
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