- ISIN
- US97717Y2128
- CUSIP
- 97717Y212
- Issuer
- WisdomTree
- Inception Date
- Mar 12, 2026
- Region
- Developed Markets ex-U.S. (International)
- Category
- Tactical Allocation
- Leveraged
- 1x (No leverage)
- Index Tracked
- WisdomTree International Adaptive Moving Average Index
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $68M
Share Price Chart
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Performance
WIMA Performance Chart
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Returns By Period
WisdomTree International Adaptive Moving Average Fund
- 1D
- 0.52%
- 1M
- 1.23%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.42%
- 1M
- 1.94%
- 6M
- 8.74%
- YTD
- 10.66%
- 1Y
- 21.02%
- 3Y*
- 19.50%
- 5Y*
- 11.63%
- 10Y*
- 13.41%
WIMA Monthly Returns History
Based on dividend-adjusted daily data since Mar 12, 2026, WIMA's average daily return is +0.11%, while the average monthly return is +1.79%. At this rate, an investment would double in approximately 3.3 years.
Historically, 80% of months were positive and 20% were negative. The best month was Apr 2026 with a return of +5.5%, while the worst month was Mar 2026 at -0.4%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 1 months.
On a daily basis, WIMA closed higher 48% of trading days. The best single day was Apr 8, 2026 with a return of +4.0%, while the worst single day was Mar 20, 2026 at -2.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.36% | 5.53% | 2.57% | 0.43% | 0.80% | 9.17% |
Benchmark Metrics
WisdomTree International Adaptive Moving Average Fund has an annualized alpha of -9.53%, beta of 1.10, and R2 of 0.70 versus S&P 500 Index. Calculated based on daily prices since March 12, 2026.
- This ETF captured 46.75% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -1.45%) - a profile typical of hedging or uncorrelated assets.
- This ETF had an annualized alpha of -9.53% versus S&P 500 Index - delivering less than market exposure alone would predict.
- With beta of 1.10 and R2 of 0.70, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -9.53%
- Beta
- 1.10
- R²
- 0.70
- Upside Capture
- 46.75%
- Downside Capture
- -1.45%
Expense Ratio
WIMA has an expense ratio of 0.42%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for WisdomTree International Adaptive Moving Average Fund (WIMA) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WIMA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.30 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.28 | — |
| Martin ratioReturn relative to average drawdown | — | 9.88 | — |
Dividends
Dividend History
WisdomTree International Adaptive Moving Average Fund provided a 0.99% dividend yield over the last twelve months, with an annual payout of $0.42 per share.
| Period | TTM |
|---|---|
| Dividend | $0.42 |
Dividend yield | 0.99% |
Monthly Dividends
The table displays the monthly dividend distributions for WisdomTree International Adaptive Moving Average 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.42 | $0.00 | $0.42 |
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 International Adaptive Moving Average 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 International Adaptive Moving Average Fund was 4.81%, occurring on Mar 20, 2026. Recovery took 8 trading sessions.
The current WisdomTree International Adaptive Moving Average Fund drawdown is 0.84%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 pullback2026 | -4.81%Mar 2026 | 2d | 12d | 14dMar 2026 - Apr 2026 |
2026 pullback2026 | -4.11%Apr 2026 | 9d | 7d | 16dApr 2026 - May 2026 |
2026 pullback2026 | -3.33%Jun 2026 | 7d | 5d | 12dJun 2026 - Jun 2026 |
2026 pullback2026 | -2.75%May 2026 | 8d | 11d | 19dMay 2026 - May 2026 |
2026 pullback2026 | -2.11%Jun 2026 | 7d | 8d | 15dJun 2026 - Jul 2026 |
Drawdown Indicators
| WIMA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.81% | -56.78% | +51.97% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.84% | -0.45% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -1.28% | -10.71% | +9.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.09% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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