WDNA - ETF AI Analysis
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WisdomTree BioRevolution Fund (WDNA)
Rating:58Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The fund has shown strong gains so far this year and over the last few months, indicating positive momentum in its strategy.
Leading Health Care Innovators in Top Holdings
Several of the largest positions, including well-known biotech and pharmaceutical companies, have delivered strong year-to-date performance, helping drive the ETF’s returns.
Focused Exposure to BioRevolution Theme
The heavy weighting in health care and related industries gives investors targeted exposure to companies benefiting from advances in biology and medical technology.
Negative Factors
High Sector Concentration in Health Care
With most of the portfolio in health care, the fund is heavily exposed to swings in that single sector and less protected if it faces a downturn.
Limited Geographic Diversification
The ETF is overwhelmingly invested in U.S. companies, offering little diversification across international markets.
Moderate Expense Ratio
The fund’s fee is not extremely high but is meaningfully above what many broad market index ETFs charge, slightly reducing net returns over time.
WDNA vs. SPDR S&P 500 ETF (SPY)
AUM3.49M
RegionDeveloped Markets
Expense Ratio0.45%
Beta0.92
IssuerWisdomTree
Inception DateJun 03, 2021
Dividend Yield3.34%
Asset ClassEquity
Index TrackedWisdomTree BioRevolution Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume4,361
30 Day Avg. Volume2,148
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
28.54Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering78
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WDNA Summary
The WisdomTree BioRevolution Fund (WDNA) is an ETF that follows the WisdomTree BioRevolution Index, focusing on companies using genetics and biotechnology to change healthcare, farming, and materials. It mainly holds U.S. health care stocks, including well-known names like Eli Lilly and Johnson & Johnson, along with newer biotech firms working on gene editing and personalized medicine. Someone might invest in WDNA for growth potential and to get targeted exposure to cutting-edge medical and biotech innovations. However, this fund is heavily tied to biotech and health care, so its price can swing a lot and may rise or fall more than the overall market.
How much will it cost me?The WisdomTree BioRevolution Fund (WDNA) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it’s an actively managed fund focused on a specialized area of genomics and biotechnology, which requires more research and expertise to manage. The higher cost reflects the targeted exposure to innovative companies in this niche sector.
What would affect this ETF?The WisdomTree BioRevolution Fund (WDNA) could benefit from increased investment in genomic research and biotechnology, driven by advancements in personalized medicine and sustainable agriculture. However, it may face challenges from regulatory hurdles, high research costs, or economic downturns that could impact funding for innovation in healthcare and biotech sectors. Additionally, changes in interest rates or geopolitical tensions in developed markets could influence the performance of its top holdings.
WDNA Top 10 Holdings
WDNA is a pure play on the BioRevolution, with performance largely steered by high‑octane names like Moderna and Twist Bioscience. These stocks have been rising lately, giving the fund some welcome lift, even as their shaky profitability keeps volatility high. Established giants Eli Lilly and Johnson & Johnson act as steadier anchors, with more measured gains that help smooth the ride. Mid-cap innovators like 10x Genomics and Natera add extra punch but show mixed signals, underscoring that this is a health care–heavy, developed-markets bet on cutting-edge genomics rather than a broad, diversified portfolio.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Moderna | 7.81% | $269.41K | $58.11B | 478.96% | 59 Neutral | |
| Twist Bioscience | 6.52% | $225.12K | $8.21B | 384.16% | 43 Neutral | |
| Eli Lilly & Co | 3.53% | $121.83K | $1.08T | 58.05% | 72 Outperform | |
| Johnson & Johnson | 2.90% | $100.18K | $663.28B | 54.25% | 78 Outperform | |
| 10x Genomics | 2.68% | $92.35K | $8.16B | 348.78% | 60 Neutral | |
| Immunome | 2.58% | $88.95K | $3.04B | 154.37% | 63 Neutral | |
| Natera | 2.55% | $87.95K | $47.31B | 95.32% | 73 Outperform | |
| Tempus AI, Inc. Class A | 2.30% | $79.42K | $11.66B | -18.84% | 52 Neutral | |
| Darling Ingredients | 2.09% | $72.17K | $10.29B | 103.46% | 69 Neutral | |
| United Therapeutics | 1.99% | $68.75K | $20.91B | 21.74% | 79 Outperform |
WDNA Technical Analysis
Positive
―
Price Trends
21.24
Positive
19.65
Positive
18.53
Positive
Market Momentum
0.75
Positive
58.64
Neutral
51.48
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WDNA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 22.72, equal to the 50-day MA of 21.24, and equal to the 200-day MA of 18.53, indicating a bullish trend. The MACD of 0.75 indicates Positive momentum. The RSI at 58.64 is Neutral, neither overbought nor oversold. The STOCH value of 51.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WDNA.
WDNA Peer Comparison
Comparison Results
Performance Comparison
WDNA
WisdomTree BioRevolution Fund
23.08
9.06
64.62%
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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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