WTRE
+1.48 · +7.00%
$22.68 · NYSE ARCA

WisdomTree New Economy Real Estate ETF (WTRE) ETF Analysis | Global Real Estate

WisdomTree · USA
AUM:$15.4M
#– of – in Global Real Estate 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 37.4% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.58% — moderate cost. Consider how fees compound over long holding periods.

What is WTRE?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
WTRE delivered 37.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.58%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 50.2% of the ETF — significant weight in a small number of names.
ETF Information
AUM$15.4M
Expense Ratio0.58%
Dividend Yield2.15%
Holdings50
Inception DateJun 2007
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta1.43
CategoryGlobal Real Estate
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
-0.5%
1Y
+17.8%
3Y
+47.4%
5Y
-0.3%
OpenBook InsightIf you had invested £10,000 in WTRE 5 years ago, it would have fallen to £9,972 — a loss of £28.

Annual Returns

Calendar year performance

WTRE delivered positive returns in 3 of the last 5 calendar years.
YearWTRE
2026 YTD+8.7%
2025+27.2%
2024-2.9%
2023+13.5%
2022-31.6%
CAGR 4yr-1.0%
3/5 positive yearsAvg return: +3.0%Worst year: -31.6% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
21.3%
Moderate
Momentum
-0.1%
30-day change
Support Level
23.61
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Monitor key support and resistance levels as part of broader risk assessment.