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PUTW
+1.07 · +3.31%
$33.35 · NYSE ARCA

WisdomTree CBOE S&P 500 PutWrite Strategy Fund (PUTW) ETF Analysis | Derivative Income

WisdomTree · United States
AUM:$443.5M
#– of – in Derivative Income ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 14.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.44% — moderate cost. Consider how fees compound over long holding periods.

What is PUTW?

The Advisor intends to implement its principal investment strategies primarily through the use of put options on the S&P 500® Index in place of put options of the SPDR S&P 500® ETF. The index tracks the value of a cash-secured (i.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
PUTW returned 14.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.44%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 4.0% of the ETF — exposure spread across many positions.
ETF Information
AUM$443.5M
Expense Ratio0.44%
Dividend Yield11.58%
Holdings1
Inception DateFeb 2016
DomicileUnited States
DistributionNA
Index–
ProviderWisdomTree
Beta0.59
CategoryDerivative Income
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-1.3%
1Y
+3.5%
3Y
+25.1%
5Y
+37.2%
OpenBook InsightIf you had invested £10,000 in PUTW 5 years ago, it would have grown to £13,724 — a gain of £3,724.

Annual Returns

Calendar year performance

PUTW delivered positive returns in 3 of the last 5 calendar years.
YearPUTW
2026 YTD-1.1%
2025+3.4%
2024+17.3%
2023+16.1%
2022-10.3%
CAGR 4yr+6.0%
3/5 positive yearsAvg return: +5.1%Worst year: -10.3% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
0%
Negative
Volatility
14.2%
Low
Momentum
+0.8%
30-day change
Support Level
31.91
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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