WTAI
+2.41 · +8.76%
$29.90 · BATS

WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund (WTAI) ETF Analysis | Technology

WisdomTree · USA
AUM:$385.5M
#– of – in Technology 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 39.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.45% — moderate cost. Consider how fees compound over long holding periods.

What is WTAI?

The index is designed to provide exposure to equity securities of exchange-listed companies globally, including developed countries and emerging markets throughout the world, which are primarily involved in the investment theme of Artificial Intelligence and Innovation. To the extent the index concentrates in the securities of a particular industry or group of industries, the fund will concentrate its investments to approximately the same extent as the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
WTAI delivered 39.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.45%. Consider how fees compound over a long holding period.
Moderate Concentration
Top 10 holdings make up 38.5% of the ETF — a moderate level of name concentration.
ETF Information
AUM$385.5M
Expense Ratio0.45%
Dividend Yield1.73%
Holdings50
Inception DateDec 2021
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta1.65
CategoryTechnology
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+34.9%
1Y
+56.8%
3Y
+125.2%
5Y
+118730.4%
OpenBook InsightIf you had invested £10,000 in WTAI 5 years ago, it would have grown to £11,883,041 — a gain of £11,873,041.

Annual Returns

Calendar year performance

WTAI delivered positive returns in 4 of the last 5 calendar years.
YearWTAI
2026 YTD+37.4%
2025+34.1%
2024+10.2%
2023+47.4%
2022-43.0%
CAGR 4yr+5.6%
4/5 positive yearsAvg return: +17.2%Worst year: -43.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
51.2%
Very High
Momentum
+2.4%
30-day change
Support Level
39.96
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.