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WMGT
+4.09 · +11.39%
£39.98 · LSE
WisdomTree Megatrends UCITS ETF USD Acc | Global Large-Cap Growth Equity
WisdomTree Management Limited · Ireland
AUM:$19.6M
#– of – in Global Large-Cap Growth Equity ETFs
ℹ️
Reward Rating
39
Weak
43.00% 1Y return
ℹ️
Risk Rating
56
Elevated
Risk Assessment
ℹ️

Educational tool only – Scores 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 43.0% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.50% — moderate cost. Consider how fees compound over long holding periods.

What is WMGT?

WisdomTree Megatrends UCITS ETF USD Acc tracks Morningstar Gbl Growth TME NR USD, providing diversified exposure across 50 holdings. Its ongoing charge is 0.50%.

Performance Highlights

Investment Breakdown

Strong Recent Performance
WMGT delivered 43.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Ongoing charge of 0.50%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 10.4% of the ETF — exposure spread across many positions.

Openbook Analysis

Performance: Weak (39)

The scoring profile reflects subdued historical performance over the measured period. The ongoing charge of 0.50% should be considered against long-term return expectations. Risk indicators are elevated — volatility warrants consideration (historical).

For informational and educational purposes only. Not financial advice. Past performance is not indicative of future results.

ETF Information
AUM$19.6M
Ongoing Charge0.50%
Dividend Yield0.00%
Holdings50
Inception DateDec 2023
DomicileIreland
Distribution–
IndexMorningstar Gbl Growth TME NR USD
ProviderWisdomTree Management Limited
Beta–
CategoryGlobal Large-Cap Growth Equity
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified
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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+27.1%
1Y
+55.0%
3Y
+85.1%
5Y
+85.1%
OpenBook InsightIf you had invested £10,000 in WMGT 5 years ago, it would have grown to £18,513 — a gain of £8,513.

Annual Returns

Calendar year performance

WMGT delivered positive returns in 4 of the last 4 calendar years.
YearWMGT
2026 YTD+23.2%
2025+29.1%
2024+6.3%
2023+13.1%
CAGR 3yr+15.8%
4/4 positive yearsAvg return: +17.9%Worst year: +6.3% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
32.4%
High
Momentum
+10.6%
30-day change
Support Level
42.90
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.

Reward Rating Breakdown

Our reward rating analyses WMGT's attractiveness using 4 weighted factors. Each factor is scored 0-100, then combined using the weights shown below. Past performance does not guarantee future results.

Overall Reward Rating
39
Weak REWARD
Data Coverage: %
Factor Framework
Performance
Has the ETF delivered strong historical returns versus similar ETFs?
Cost Efficiency
Is the ETF cheap to own over long periods?
Income
Does it provide attractive and consistent distributions?
Diversification Quality
Does it spread exposure across holdings, sectors, and regions?

📈 Performance

Weight: 30%
46/100

Has the ETF delivered strong historical returns versus similar ETFs? Combines 1/3/5/10-year returns with the Sharpe ratio (risk-adjusted return).

1Y Return
43.00%
Very Good
3Y Return
0.00%
Weak
5Y Return
0.00%
Weak
10Y Return
0.00%
Weak
Sharpe Ratio
—
No Data

Moderate performance profile: 1-year return of 43.00%, 3-year annualised 0.00%, 5-year annualised 0.00%. Past performance is not indicative of future results.

💰 Cost Efficiency

Weight: 30%
30/100

Is the ETF cheap to own over long periods? Low ongoing charges compound into meaningful additional returns over a 10-year horizon.

Ongoing Charge
0.50%
Weak
Net Expense Ratio
—
No Data
Annual Turnover
—
No Data
Tracking Difference
—
No Data

Higher-than-average cost profile: ongoing charge of 0.50%.

💵 Income

Weight: 15%
15/100

Does the ETF provide attractive and consistent distributions? Combines the current yield with distribution frequency.

Distribution Yield
0.00%
Very Weak
Distribution Frequency
—
No Data

Low-income profile — better suited as a growth holding: distribution yield of 0.00%.

🌐 Diversification Quality

Weight: 25%
56/100

Does the ETF spread exposure across many holdings, sectors, and regions? Concentrated funds can be doing exactly what they're meant to do — treat the score as context, not a verdict.

Holdings
50
Weak
Top 10 Concentration
10.43%
Very Good
Top Sector
Technology31.4%
Weak
Top Region
North America48.3%
Good

Moderate diversification: 50 holdings, top 10 at 10.4%, Technology sector at 31.4%, North America at 48.3%.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Past performance is not indicative of future results.

Risk Rating Breakdown

Our risk rating analyses WMGT using 4 weighted factors. A higher score indicates higher risk. This is a framework for understanding exposure — concentrated funds can still be doing exactly what they're meant to do.

Overall Risk Rating
56
Elevated RISK
Data Coverage: 75%
Factor Framework
Holdings Concentration
How much of the fund sits in its largest positions? Few dominant names mean returns ride on those companies.
Market Exposure
Geographic, sector and cyclical dependencies. High single-country or single-sector weight increases macro sensitivity.
Volatility
Historical price movement, beta and drawdowns — how sharply the fund moves relative to the market.
Income Reliability
How dependable the distribution yield is — cyclical-sector dependency and unusually high yields can flag payout risk.

🎯 Holdings Concentration

Weight: 25%
28/100

How much of the fund sits in a small number of positions? If the top holdings dominate, returns will be driven by those specific companies rather than the broader index.

Top 10 Weight
10.43%
Low Risk
Largest Holding
1.34%
Low Risk
Number of Holdings
50
Moderate
HHI (weight²)
11
Low Risk

Broadly diversified across holdings: top 10 holdings at 10.4%, largest single position at 1.34%, 50 total holdings.

🌍 Market Exposure

Weight: 25%
63/100

How dependent is the fund on a single country, sector or economic cycle? Heavy exposure to one market means a single macro event can drive most of the return.

Top Region
North America48.3%
Lower Risk
Top Sector
Technology31.4%
Elevated
Top 2 Sectors
50.08%
Elevated
Cyclical Sectors
43.26%
Moderate

Notable regional or sector dependency: North America at 48.3%, Technology sector at 31.4%, 43.3% in cyclical sectors.

📊 Volatility

Weight: 35%
72/100

How sharply does the fund move day-to-day and how deep have its drawdowns been? High volatility means wider return outcomes over short horizons.

1Y Volatility
19.78%
Moderate
Beta
—
No Data
Max Drawdown
—
No Data

High historical volatility — expect meaningful short-term swings: 1Y volatility of 19.78% (historical).

💵 Income Reliability

Weight: 15%
Not applicable

This is an accumulating ETF. Distributions are reinvested inside the fund, so there's no dividend-reliability risk to assess. The 15% income weight is redistributed to the other three factors.

Scores are derived from fund-provider disclosures and historical data. For informational and educational purposes only — not investment advice. Risk scoring is model-based and past data does not guarantee future results.
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