Modern Alpha® Megatrends

Top category "WisdomTree U.S. Equity Markets" is hidden please check in administration to make it visible

Parent category "U.S. Equity " is hidden please check in administration to make it visible

Draft theme Never published

Modern Alpha® Megatrends

WisdomTree strategies combine the promise of active management, such as the potential of outperformance against a benchmark, with the benefits of passive management to create ETFs built for performance

Pioneering alternative weighting methods commonly referred to as “smart beta”, WisdomTree ETFs in fact are not beta, smart or otherwise—they are an investment innovation we call "Modern Alpha®".

Modern Alpha® combines the outperformance potential of active management by selecting securities a portfolio manager believe to be the best in attempting to outperform the market with the benefits of passive management—to offer investors cost-effective funds that are built for performance.

 

Modern Alpha® WisdomTree Megatrends ETFs target exposure to disruptive innovation 

The themes single out recognized technologies with potential to grow

  • platform business - diversified across a range of enterprises relying on platforms to reach out to their clients - PLAT
  • cloud computing - facilitating customer access to cloud-based software services - WCLD
  • cybersecurity - WCBR

 

Technology US Cap Weighted, the benchmark of this selection, is chosen for contrast, highlighting very short term momentum shifts, as well as performance and volatility, of Modern Alpha® WisdomTree ETFs Megatrends , screening companies by focusing on deeply transformative factors expected to impact lives and work conditions 

 

The choice of time frames - from one week to 3 or 6 months (accounting for recent fund listings)  - will highlight trends in performance and risk (volatility)

Volatility is always annualized for comparison purposes

 

As is the case for all the themes listed on the platform, further information can be accessed by hovering the mouse over a ticker or by clicking fund name / ticker

Expand any chart by double-click

The theme is not publicly available and presented for demo purposes only - this is also the case for the entire range of WisdomTree themes presented on the platform

Fund information is provided by ETF Global (updates pending) and end-of-day pricing by Sharadar

Modern Alpha® Megatrends • Updated:

Name Ticker Exchange Category SubCategory Currency Cur.Price AUM Perf. Momentum Vol. Risk Contrib. MDD
 
WisdomTree Cloud Computing Fund WCLD NASDAQ - - - 0 43.7 % Neutral 37 %   50 % -26 %
WisdomTree Cybersecurity Fund WCBR NASDAQ - - - 0 -9.3 % Neutral 19 %   20 % -21 %
WisdomTree Growth Leaders Fund PLAT NYSEARCA - - - 0 52.0 % Weak Down 24 %   30 % -14 %