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Launched

WisdomTree International Adaptive Moving Average Fund

WIMANasdaqWisdomTreeB

$42.14+0.10 (+0.23%)

At close: Nov 2, 2026, 4:00 PM ET

B68/ 100

Rank 5 of 20 in Trend-Following / Tactical Index

B68/100Rank 5 of 20inTrend-Following / Tactical Index
Intraday session: up, 79 prints from 42.04 to 42.14. Range 42.14 to 42.41. Use the arrow keys to read each point.42.2042.3042.4010 AM12 PM2 PM4 PM
Expense ratio
0.42%
Fund size
$79M
1Y total return
No data
Yield · Last 12 months
No data
Holdings
500
Avg volume · 30D
4.34K sh
52W range
low $37.53high $44.26
Launched

The ETF.net WIMA Grade

Based on 5 of 6 pillars

B

Score 68 out of 100

Category
Trend-Following / Tactical Index⁠
Rank
5 of 20
Six-pillar profile for WIMA. Scores out of 100: Cost 89, Risk 79, Mission not scored, Tradability 19, Holdings 69, Durability 55. Strongest: Cost (89). Weakest: Tradability (19). Based on 5 of 6 pillars.

Score 68 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.

  • Cost

    The fund’s net expense ratio, ranked against its category.
    A89 out of 100
    Rank 3 of 20

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    Not scored

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    A79 out of 100
    Rank 3 of 20

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    F19 out of 100
    Rank 17 of 20

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    B69 out of 100
    Rank 7 of 20

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    B55 out of 100
    Rank 13 of 20

Our read on WIMA

ETF.net Research

In short

BTrend-following usually means US large caps. WIMA aims the same machinery at developed international stocks: hold equities while the 200-day trend holds, shift to US T-bills when it breaks, with a breadth check for getting back in.

Stated mandate

The Fund passively seeks to follow, before fees and expenses, the price and yield performance of the WisdomTree International Adaptive Moving Average Index.

Why people hold it

  • The rulebook is public: a 200-day average with a 1% buffer and two-day confirmation to damp whipsaw, plus a 5% stop-loss on breadth-triggered re-entries.wisdomtree.com
  • Most 200-day systems re-enter late. This one adds a breadth trigger: when more than 15% of constituents are back above their own 200-day averages, equity exposure goes back on.wisdomtree.com
  • Cheaper than the typical fund in its tactical bucket at 0.42% a year, versus a cohort median near 0.60% and Pacer's Trendpilot US Large Cap (PTLC) at 0.60%.
  • The defensive leg is US Treasury bills, so when the signal goes risk-off the parking spot is dollar-denominated rather than foreign cash.wisdomtree.com

Worth knowing

  • Launched in 2026, so the fund itself has not traded through a full market cycle and the live risk record is still short.
  • Volume is light so far, which can mean wider spreads on the screen than in the category's largest funds.
  • Buffers and the two-day lag are the price of fewer false alarms: exits land after a decline is underway, re-entries after a rebound has started.wisdomtree.com

WIMA Performance

Launched Mar 12, 2026

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.Not enough history yet.
WIMA$9,812
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$10,141
Jul 31, 2026 to Oct 30, 2026. WIMA $9,812. SPY $10,141. Use the arrow keys to read each point.$9,750$10,000$10,250$10,500Jul 2026Sep 2026Oct 2026

Jul 31, 2026 – Oct 30, 2026

Returns run to the Oct 30, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for WIMA. Periods over one year show the average yearly return.
PeriodWIMA
Year to dateFund launched this yearNo data
1 month−0.4%
3 months−1.9%
1 yearFund is under 1 year oldNo data
3 yearsFund is under 3 years oldper yearNo data
5 yearsFund is under 5 years oldper yearNo data
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for WIMA
YearReturn barWIMA
2026 YTD+9.2%

Since listing, Mar 12, 2026

WIMA in the news

WIMA Dividends

Last payment
$0.29 per share
Paid on
Shares bought on or after this date do not qualify for this distribution.
Frequency
Quarterly

Distribution data unavailable.

Distribution history

2026

One bar per payment. 2 payments in 2026 YTD. Jun 25, 2026 $0.42; Sep 25, 2026 $0.29. Use the arrow keys to read each point.2026YTD
Ex-datePay dateAmount per share
Sep 25, 2026Sep 29, 2026$0.29
Jun 25, 2026Jun 29, 2026$0.42

WIMA Risk

Risk pillarA79 out of 100Rank 3 of 20 in Trend-Following / Tactical Index
How much the fund’s monthly returns vary, scaled to a year.
Launched Mar 2026; fills in after 12 months
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
Launched Mar 2026; fills in after 12 months
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
Launched Mar 2026; fills in after 12 months
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
0.42
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

WIMA Cost

Compare WIMA and WAMA

Overpaying vs WAMA, cheapest in Trend-Following / Tactical Index

$1,735

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • WIMA 0.42%

    $8,472

  • WAMA 0.33% Cheapest

    $6,737

$10,000
30 years

Cost over time

  • WIMA 0.42%
  • WAMA 0.33%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2K$4K$6K$8K$10K051015202530WIMA $8,472WAMA $6,737

Year by year

YearWIMAWAMAOverpaying
10$759$598$161
20$2,927$2,318$609
30$8,472$6,737$1,735

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