WDGF - ETF AI Analysis
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WisdomTree Global Defense Fund (WDGF)
Rating:60Neutral
Price Target:―
Positive Factors
Global Defense Exposure
The fund invests in defense companies across many countries, which helps spread risk across different markets and customers.
Strong Performers Among Top Holdings
Several of the largest positions, such as General Dynamics, BAE Systems, and Rolls-Royce, have shown strong recent gains that support the fund’s overall results.
Focused Industry Theme
The heavy tilt toward industrial defense companies gives investors targeted exposure to a sector that can benefit from ongoing global defense spending.
Negative Factors
Recent Weak Performance
The ETF has delivered weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.
High Concentration in Industrials
More than half of the portfolio is in industrial stocks, so a downturn in the defense and industrial sector could hit the fund hard.
Mixed Results Within Top Holdings
Some major positions like Palantir, Rheinmetall, and Northrop Grumman have lagged recently, which has weighed on the fund’s overall performance.
WDGF vs. SPDR S&P 500 ETF (SPY)
AUM5.69M
RegionGlobal
Expense Ratio0.45%
Beta1.20
IssuerWisdomTree
Inception DateSep 12, 2025
Dividend Yield0.05%
Asset ClassEquity
Index TrackedWisdomTree Global Defense Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume649
30 Day Avg. Volume4,386
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
39.51Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering110
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WDGF Summary
WDGF is the WisdomTree Global Defense Fund, an ETF that follows the WisdomTree Global Defense Index, focusing on aerospace and defense companies around the world. It holds well-known names like Lockheed Martin and RTX, along with other firms that earn a large share of their revenue from defense-related work. Investors might consider WDGF if they want targeted exposure to the global defense theme, which can add diversification and potential growth tied to military and security spending. A key risk is that it is heavily concentrated in defense stocks, so its price can rise or fall sharply with changes in government budgets, geopolitics, and the broader stock market.
How much will it cost me?The WisdomTree Global Defense Fund (WDGF) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because the fund is focused on a specific sector and tracks a niche index, requiring more active management compared to broad-market ETFs.
What would affect this ETF?The WisdomTree Global Defense Fund (WDGF) could benefit from increased global defense spending driven by geopolitical tensions and technological advancements in aerospace and defense. However, it may face challenges if governments reduce defense budgets due to economic pressures or if stricter regulations impact the operations of its top holdings. The ETF’s global exposure and focus on companies like Lockheed Martin and Palantir Technologies position it to capitalize on innovation but also make it sensitive to international policy changes.
WDGF Top 10 Holdings
WDGF is essentially a global bet on defense heavyweights, with U.S. names like Palantir and RTX setting the tone. Palantir has been rising on AI-fueled optimism, giving the fund some extra lift, while Rolls-Royce’s strong run in aerospace adds more thrust from overseas. Traditional contractors like Lockheed Martin and General Dynamics are steady contributors, though not shooting the lights out. On the flip side, Northrop Grumman and Rheinmetall have been lagging, acting as mild brakes. Overall, it’s a concentrated, globally diversified defense play anchored in industrials.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Palantir Technologies | 7.02% | $399.03K | $447.67B | 18.88% | 74 Outperform | |
| RTX | 5.69% | $323.49K | $285.33B | 33.49% | 74 Outperform | |
| BAE Systems | 5.30% | $301.19K | £59.87B | 17.49% | 61 Neutral | |
| General Dynamics | 5.20% | $295.87K | $102.63B | 16.87% | 80 Outperform | |
| Lockheed Martin | 5.08% | $288.69K | $130.13B | 23.75% | 70 Outperform | |
| Northrop Grumman | 4.87% | $277.15K | $77.51B | -7.54% | 76 Outperform | |
| Rheinmetall | 4.72% | $268.35K | €53.87B | -30.04% | 63 Neutral | |
| Thales | 3.53% | $200.76K | €50.29B | 8.70% | 73 Outperform | |
| ― | 3.10% | $176.20K | ― | ― | ― | |
| Rolls-Royce Holdings | 3.08% | $175.08K | £127.28B | 40.20% | 71 Outperform |
WDGF Technical Analysis
Negative
―
Price Trends
31.87
Positive
32.24
Negative
32.59
Negative
Market Momentum
0.10
Positive
42.04
Neutral
5.14
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WDGF, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 33.49, equal to the 50-day MA of 31.87, and equal to the 200-day MA of 32.59, indicating a neutral trend. The MACD of 0.10 indicates Positive momentum. The RSI at 42.04 is Neutral, neither overbought nor oversold. The STOCH value of 5.14 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WDGF.
WDGF Peer Comparison
Comparison Results
Performance Comparison
WDGF
WisdomTree Global Defense Fund
32.09
1.07
3.45%
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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