ETFs - Profile

WisdomTree U.S. Multifactor Fund

US > Multi-Cap > Core

Rank

Universe Rank
62 4

Summary

The fund seeks to replicate the price and yield performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs a passive management or indexing investment approach that is designed to track the performance of the Index.

The Index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation).

Next, the research team invests significantly in component securities of the Index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities.

In addition, the research team employs More

Philosophy Strategy Process Reaserch Risk Management

Price

  • Last Close
  • $39.32
    -0.47
  • 52 Week HL
  • $42.22 - $35.04
  • Net Assets
  • $138.49 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Performance
-2.6 % YTD

  • 3 Year
  • 41.92%
  • 5 Year
  • 43.82%
  • Best
  • 19.44%
    2021
  • Worst
  • -4.72%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
USMF -3%19%10%0%-5%0%0%0%0%0%0%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.2% 7.7% -23.2% 11.3% 1.2% - - - - - -
Q2 - 2.9% 21.7% 3% 5.6% 0.4% - - - - -
Q3 - -0.7% 4.3% 0.5% 7% 4.9% - - - - -
Q4 - 8.1% 12.9% 5% -14.2% 6.4% - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -5.2% - - - - - - - - - - -
2021 1.5% 1.9% 4.1% 3.1% 1% -1.2% 2.7% 1.9% -4.6% 4.1% -2.8% 6.8%

Annual
Return

Index Comparison

Alpha

NAV