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WisdomTree US Adaptive Moving Average Fund
WAMA performance and flow charts
Performance
Flows
Historic performance and flows
Data as of August 28, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +3.96% | +2.27% | ||||
| Flows | - | +$2M | - | - | - | - |
Characteristics
The WisdomTree US Adaptive Moving Average Fund is built to track the WisdomTree U.S. Adaptive Moving Average GTR Index - USD. This ETF provides physical exposure - by owning its shares you earn the return of the securities composing the index (as the ETF holds them directly). This share class generates a stream of income by distributing dividends.
| Management strategy | Passive |
| Strategy | Long Only |
| Provider | WisdomTree |
| N° of holdings | 505 |
| Replication method | Direct (Physical) |
| Asset class | Equity, Fixed Income |
| Dividend policy | Distributing |
| Inception date | March 12, 2026 |
| ESG | No |
More data and info about WAMA on Trackinsight
Exposure
Data as of July 31, 2026Diversification
Total weight of top 15 holdings out of 505
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Similar ETFs
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +13.36% | |||
Max drawdown | -4.47% | |||
Max drawdown duration | 59d | N/A | N/A | N/A |
Time to recover | 52d | N/A | N/A | N/A |
Replication quality
Data as of July 31, 2026Create an account to view replication metrics
1 year cumulative return difference | |
|---|---|
| Best | Join for free |
| Worst | Join for free |
| daily return difference | |
|---|---|
| Average | Join for free |
| Worst | Join for free |
What type of ETF is WAMA?
WAMA is a Passive ETF that provides exposure to Equity and Fixed Income assets. It is managed by WisdomTree.
What index does WAMA track?
WAMA tracks the WisdomTree U.S. Adaptive Moving Average GTR Index - USD, aiming to replicate its performance through optimized sampling.
What does WAMA invest in?
This ETF provides exposure to Large Cap US Investment Grade Government Equities and Bonds. It is part of the segment: Multi-Asset: Other.
What is the expense ratio of WAMA?
The total expense ratio (TER) of WAMA is 0.32%, representing the annual fee charged by the fund manager.
When was WAMA launched?
WAMA was launched on March 12, 2026, marking its entry into the ETF market.
Who is the issuer of WAMA?
WAMA is issued by WisdomTree.
What is the AUM of WAMA?
As of August 28, 2026, WAMA manages $194.37 M, reflecting the total assets held in the fund.
How many holdings are in WAMA
As of July 31, 2026, WAMA holds 505 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is WAMA?
As of July 31, 2026, WAMA holds 505 securities, with 46.16% of its assets concentrated in its top 15 holdings.
What are the top holdings of WAMA?
As of July 31, 2026, WAMA holds a portfolio of 505 underlyings, with its largest positions including Apple, Inc., NVIDIA Corp. and Alphabet, Inc.. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does WAMA invest in?
As of July 31, 2026, WAMA has its largest geographic exposures in USA.
What sectors or themes does WAMA focus on?
As of July 31, 2026, WAMA is primarily exposed to Technology, Finance and Consumer Non-Cyclicals.
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