WisdomTree Battery Value Chain and Innovation Fund (WBAT)
WBAT is a passive ETF by WisdomTree tracking the investment results of the WisdomTree Battery Solutions Index. WBAT launched on Feb 15, 2022 and has a 0.45% expense ratio.
ETF Info
US97717Y5924
Feb 15, 2022
Global (Broad)
1x
WisdomTree Battery Solutions Index
Mid-Cap
Blend
Expense Ratio
WBAT has an expense ratio of 0.45%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
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Returns By Period
WisdomTree Battery Value Chain and Innovation Fund (WBAT) returned 3.06% year-to-date (YTD) and -2.66% over the past 12 months.
WBAT
3.06%
4.43%
-1.18%
-2.66%
-8.65%
N/A
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of WBAT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.74% | 0.61% | -2.93% | -0.62% | 5.41% | 3.06% | |||||||
| 2024 | -12.78% | 5.88% | 1.88% | -2.58% | 3.85% | -9.38% | 1.91% | -5.19% | 7.79% | -1.72% | 6.06% | -5.64% | -11.64% |
| 2023 | 15.81% | -5.41% | 0.11% | -3.87% | -3.21% | 6.35% | 4.62% | -11.46% | -9.46% | -8.55% | 10.70% | 5.29% | -2.99% |
| 2022 | 2.95% | -1.56% | -12.18% | 5.27% | -6.70% | 4.64% | -3.54% | -13.14% | 5.86% | 9.04% | -8.84% | -19.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WBAT is 11, meaning it’s performing worse than 89% of other ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for WisdomTree Battery Value Chain and Innovation Fund (WBAT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
WisdomTree Battery Value Chain and Innovation Fund provided a 1.28% dividend yield over the last twelve months, with an annual payout of $0.35 per share.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | $0.35 | $0.35 | $0.74 | $0.15 |
Dividend yield | 1.28% | 1.32% | 2.42% | 0.46% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree Battery Value Chain and Innovation Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.35 | $0.35 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.74 |
| 2022 | $0.15 | $0.15 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the WisdomTree Battery Value Chain and Innovation Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the WisdomTree Battery Value Chain and Innovation Fund was 44.18%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current WisdomTree Battery Value Chain and Innovation Fund drawdown is 31.65%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.18% | Apr 5, 2022 | 755 | Apr 8, 2025 | — | — | — |
| -8.01% | Mar 1, 2022 | 10 | Mar 14, 2022 | 15 | Apr 4, 2022 | 25 |
| -3.68% | Feb 17, 2022 | 4 | Feb 23, 2022 | 3 | Feb 28, 2022 | 7 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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