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WAMA vs WIMA

WisdomTree US Adaptive Moving Average Fund

WAMAANasdaq

WisdomTree International Adaptive Moving Average Fund

WIMABNasdaq

Overlap

Expense ratio

WAMA −0.09pt a year

WAMA0.33%WIMA0.42%

Avg volume · 30D

WAMA 2.8×the volume

WAMA12.4KWIMA4.34K

WAMA vs WIMA Performance

Jul 31, 2026 – Oct 30, 2026

+1.3%WAMA−1.9%WIMA

Jul 31, 2026 to Oct 30, 2026. WAMA +1.3%. WIMA −1.9%. Use the arrow keys to read each point.0%4%Jul 2026Sep 2026Oct 2026
Expense ratio
WAMA 0.33%, better
WIMA 0.42%
Fund size
WAMA $199M
WIMA $79M
Holdings
WAMA 507
WIMA 500
Avg volume (30D)
WAMA 12.4K sh, better
WIMA 4.34K sh
NAV per share
WAMA $26.51
WIMA $42.02
52W range

ETF.net Grade

WAMA: Cost 100, Risk 84, Mission not scored, Tradability 54, Holdings 69, Durability 62. WIMA: Cost 89, Risk 79, Mission not scored, Tradability 19, Holdings 69, Durability 55.
Pillar letters and Scores for WAMA, WIMA, with each pillar’s weight
PillarWAMAWIMA
Cost30% weightA100HigherA89
Mission25% weightNot scoredNot scored
Risk15% weightA84HigherA79
Tradability15% weightC54HigherF19
Holdings10% weightB69B69
Durability5% weightB62HigherB55

Rank among Trend-Following / Tactical Index funds

How we build Categories ›
Same Category. Both funds are graded against the same funds, so their Grades compare head to head.

Same Category. WAMA and WIMA are both graded against the same 20 Trend-Following / Tactical Index funds, so their Grades compare head to head.

Trend-Following / Tactical Index⁠

Category · 20 funds
See all 20 ›

WAMA ranks 1st and WIMA 5th of 20 funds in the Trend-Following / Tactical Index Category.

  1. Rank 1AWAMAWisdomTree US Adaptive Moving Average FundScore 80
  2. Rank 2APTLCPacer Trendpilot US Large Cap ETFScore 76
  3. Rank 4APTMCPacer Trendpilot US Mid Cap ETFScore 71
  4. Rank 5BWIMAWisdomTree International Adaptive Moving Average FundScore 68
  5. Rank 6BQQWZPacer Cash COWZ 100-Nasdaq 100 Rotator ETFScore 63

Our read on each fund

ETF.net Research

WAMAAWisdomTree US Adaptive Moving Average Fund

WIMABWisdomTree International Adaptive Moving Average Fund

In short

WAMA No data

WIMA Trend-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

WAMA No data

WIMA 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

WAMA No data

  • WIMA 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

WAMA No data

  • WIMA 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

Full WAMA profile⁠

Full WIMA profile⁠

WAMA vs WIMA Holdings

How we measure overlap

Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.

WAMA vs WIMA Cost

Overpaying WIMA vs WAMA

$1,735

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

  • WAMA 0.33%

    $6,737

  • WIMA 0.42%

    $8,472

$10,000
30 years

Cost over time

  • WAMA 0.33%
  • WIMA 0.42%
  • 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

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

Expense ratio

  • 0.33%WAMA, cheaper
  • 0.42%WIMA
  • Middle half of Trend-Following / Tactical Index funds
  • Median 0.67%

WAMA cheapest of 20 funds

WIMA 3rd cheapest of 20 funds

WAMA vs WIMA Dividends

Last 12 months to Oct 30, 2026
Last payment
WAMA $0.05
WIMA $0.29
Ex-dividend
WAMA Sep 25, 2026
WIMA Sep 25, 2026
Paid on
WAMA Sep 29, 2026
WIMA Sep 29, 2026
Frequency
WAMA Quarterly
WIMA Quarterly

Distribution history

Per share, 2026, same scale for both

WAMAQuarterly · 2 paymentsAll WAMA payments⁠
One bar per payment. 2 payments in 2026 YTD. Jun 25, 2026 $0.11; Sep 25, 2026 $0.05. Use the arrow keys to read each point.$0$0.252026YTD
WIMAQuarterly · 2 paymentsAll WIMA payments⁠
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.$0$0.252026YTD

WAMA vs WIMA Risk

Fall from peak · 5 years

This chart needs five years of history for both funds.

Risk facts

Market sensitivityBeta, 5 years
WAMA 0.59WIMA 0.42

Popular comparisons

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