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WisdomTree New Economy Real Estate ETF

Ticker: WTRE ISIN: US97717W3319
Add to portfolio Portfolio analysis in 2min
ETF Concentrated top holdings
Morningstar
TER
0.58%
Fund size
$15.12M
Top 10
51.9%
Issuer
WisdomTree
$23.91 -0.61%
Price as of 2026-08-24 · NYSE ARCA

Performance by timeframe

Rolling returns
1 Month -0.44%
6 Months +1.06%
1 Year +20.73%
5 Years +0.60% p.a.+3.03%
10 Years +2.30% p.a.+25.46%
Since inception +0.99% p.a.+20.85%
Calendar year returns
YTD +13.17%
2025 +26.36%
2024 -3.30%
2023 +14.10%
2022 -31.68%
2021 +1.00%

Key stats

AUM
15.12M
Expense ratio
0.58%
1Y return
20.73%
Volatility (1Y)
21.10%
52-week range
15.22 - 22.15
Section 1

Fund overview

Fund profile data from fundamentals.

Under normal circumstances, at least 80% of its net assets, plus any borrowings for investment purposes, in constituents of the index and/or investments that have economic characteristics that are substantially similar to the economic characteristics of such constituents. The index is maintained in accordance with a rules-based methodology overseen and implemented by the WisdomTree New Economy Real Estate Index Committee. The fund is non-diversified.

Category Global Real Estate
Issuer WisdomTree
Domicile USA
Section 2

Exposure breakdown

Exposure breakdown shows how the fund is allocated across assets, sectors, regions, and size buckets.

Asset allocation

Stock US
69.68%
Stock non-US
29.53%
Other
0.79%

Sectors

Real Estate
68.80%
Financial Services
17.91%
Technology
11.29%
Communication Services
2.00%

Regions

North America
70.24%
Australasia
12.91%
Europe Developed
6.15%
Asia Developed
5.44%
Japan
3.01%
United Kingdom
2.25%

Market cap mix

Medium
39.40%
Big
29.15%
Small
22.05%
Micro
8.17%
Section 3

Top holdings

Concentrated top holdings

Top holdings show which underlying securities drive the fund most.

Prologis Inc
6.56%
American Tower Corp
6.15%
Digital Realty Trust Inc
6.00%
Equinix Inc
5.97%
IREN Ltd
5.92%
Crown Castle
5.10%
Goodman Group
4.38%
Iron Mountain Incorporated
4.08%
Core Scientific, Inc. Common Stock
3.84%
Section 4

Performance & risk

Historical return and risk indicators over fixed windows.

Returns

YTD return 25.63%
1M return -0.44%
6M return 1.06%
1Y return 20.73%
3Y return 6.57%
5Y return 3.03%
10Y return 2.45%

Risk

Volatility (1Y) 21.10%
Volatility (3Y) 20.98%
Sharpe ratio (3Y) 0.14
Beta -0.25
52-week range 15.22 - 22.15
Section 5

Portfolio characteristics

Fund concentration and composition metrics from source fields.

Overview

Top 10 weight 51.87%
Expense ratio 0.58%
Fund size 15.12M
Turnover 1.65%
Avg. market cap 15.15K

Details

Instrument metadata and source update timestamps.

Symbol WTRE
Name WisdomTree New Economy Real Estate ETF
Asset type ETF
Exchange NYSE ARCA
Currency USD
ISIN US97717W3319
Country USA
Code + exchange WTRE.NYSE ARCA
Last price date 2025-09-19
Fundamentals updated 2025-09-22

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