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WisdomTree UK Equity Income UCITS ETF (WUKD.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

IE00BYPGTJ26

WKN

A14YTZ

Issuer

WisdomTree

Inception Date

Sep 28, 2015

Leveraged

1x

Index Tracked

FTSE AllSh TR GBP

Domicile

Ireland

Distribution Policy

Distributing

Asset Class

Equity

Asset Class Size

Mid-Cap

Asset Class Style

Value

Expense Ratio

WUKD.L features an expense ratio of 0.29%, falling within the medium range.


Expense ratio chart for WUKD.L: current value at 0.29% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.29%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
WUKD.L vs. AMLP WUKD.L vs. IUKD.L WUKD.L vs. VUKE.L WUKD.L vs. SCHD
Popular comparisons:
WUKD.L vs. AMLP WUKD.L vs. IUKD.L WUKD.L vs. VUKE.L WUKD.L vs. SCHD

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in WisdomTree UK Equity Income UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-4.00%-2.00%0.00%2.00%4.00%6.00%Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20
2.26%
5.62%
WUKD.L (WisdomTree UK Equity Income UCITS ETF)
Benchmark (^GSPC)

Returns By Period


WUKD.L

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

2.90%

1M

3.70%

6M

10.94%

1Y

22.18%

5Y*

12.41%

10Y*

11.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of WUKD.L, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.90%-3.58%6.39%1.74%5.72%-1.36%6.33%0.16%0.79%12.02%
20238.04%0.47%-3.77%2.35%-5.49%-1.89%2.86%-3.19%0.51%-3.55%7.00%7.40%9.98%
2022-0.35%-0.77%1.62%-0.53%0.38%-7.64%4.31%-3.61%-8.26%3.06%8.70%-1.08%-5.29%
20210.29%0.32%4.14%4.16%0.80%0.28%2.97%1.02%-4.68%0.92%0.27%4.27%15.43%
2020-2.42%-9.60%-21.63%3.88%2.55%2.80%-4.77%1.83%-2.17%-3.30%9.56%3.75%-21.07%
20195.82%3.74%2.02%1.18%-5.47%3.25%0.47%-5.85%6.15%-0.47%4.24%5.78%21.87%
2018-3.45%-2.98%-0.76%7.17%2.09%-1.28%0.75%-2.72%1.54%-4.06%-2.93%-3.49%-10.18%
2017-0.65%2.79%1.67%-0.31%3.61%-2.96%1.53%0.29%-0.55%0.78%-2.00%4.09%8.33%
2016-2.17%-0.05%3.18%1.41%-0.72%-1.14%4.69%2.94%0.35%0.05%-0.99%4.03%11.92%
2015-2.04%-0.43%-1.17%-3.60%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WUKD.L is 57, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WUKD.L is 5757
Overall Rank
The Sharpe Ratio Rank of WUKD.L is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of WUKD.L is 5757
Sortino Ratio Rank
The Omega Ratio Rank of WUKD.L is 5959
Omega Ratio Rank
The Calmar Ratio Rank of WUKD.L is 5252
Calmar Ratio Rank
The Martin Ratio Rank of WUKD.L is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree UK Equity Income UCITS ETF (WUKD.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
No data
WUKD.L
^GSPC

There is not enough data available to calculate the Sharpe ratio for WisdomTree UK Equity Income UCITS ETF. We calculate this metric based on the past 12 months of trading data. Please check back later for updated information.


Rolling 12-month Sharpe Ratio1.201.401.601.802.002.20Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20
1.89
2.02
WUKD.L (WisdomTree UK Equity Income UCITS ETF)
Benchmark (^GSPC)

Dividends

Dividend History

WisdomTree UK Equity Income UCITS ETF provided a 2.21% dividend yield over the last twelve months, with an annual payout of £0.10 per share.


3.00%3.50%4.00%4.50%5.00%5.50%6.00%6.50%£0.00£0.05£0.10£0.15£0.20£0.25£0.30£0.3520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016
Dividend£0.10£0.22£0.26£0.22£0.24£0.33£0.28£0.27£0.18

Dividend yield

2.21%5.13%6.31%4.78%5.69%5.80%5.65%4.71%3.21%

Monthly Dividends

The table displays the monthly dividend distributions for WisdomTree UK Equity Income UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024£0.12£0.00£0.00£0.00£0.00£0.00£0.10£0.00£0.00£0.00£0.22
2023£0.11£0.00£0.00£0.00£0.00£0.00£0.11£0.00£0.00£0.00£0.00£0.00£0.22
2022£0.13£0.00£0.00£0.00£0.00£0.00£0.13£0.00£0.00£0.00£0.00£0.00£0.26
2021£0.10£0.00£0.00£0.00£0.00£0.00£0.12£0.00£0.00£0.00£0.00£0.00£0.22
2020£0.16£0.00£0.00£0.00£0.00£0.00£0.08£0.00£0.00£0.00£0.00£0.00£0.24
2019£0.16£0.00£0.00£0.00£0.00£0.00£0.17£0.00£0.00£0.00£0.00£0.00£0.33
2018£0.14£0.00£0.00£0.00£0.00£0.14£0.00£0.00£0.00£0.00£0.00£0.00£0.28
2017£0.12£0.00£0.00£0.00£0.00£0.15£0.00£0.00£0.00£0.00£0.00£0.00£0.27
2016£0.09£0.00£0.00£0.09£0.00£0.00£0.00£0.00£0.00£0.00£0.18

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.


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20
-1.69%
-0.68%
WUKD.L (WisdomTree UK Equity Income UCITS ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree UK Equity Income UCITS ETF. 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 UK Equity Income UCITS ETF was 40.01%, occurring on Mar 23, 2020. Recovery took 1022 trading sessions.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.01%Jan 21, 202044Mar 23, 20201022May 15, 20241066
-15.85%May 23, 2018111Dec 27, 2018210Nov 28, 2019321
-13.68%Oct 13, 201574Feb 11, 201691Jul 13, 2016165
-9.69%Jan 10, 201839Mar 26, 201819May 4, 201858
-5.34%Oct 6, 201617Nov 4, 201626Jan 3, 201743

Volatility

Volatility Chart

The current WisdomTree UK Equity Income UCITS ETF volatility is 3.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


3.00%4.00%5.00%6.00%Aug 18Aug 25SeptemberSep 08Sep 15Sep 22Sep 29Oct 06Oct 13Oct 20
3.35%
3.61%
WUKD.L (WisdomTree UK Equity Income UCITS ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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