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WTRE - ETF AI Analysis
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WisdomTree New Economy Real Estate Fund (WTRE)
Rating:61Neutral
Price Target:
$25.00
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid year-to-date returns, indicating strong overall performance.
Global Diversification
The fund includes exposure to multiple countries outside the U.S., reducing reliance on a single market.
Focus on Real Estate Sector
The ETF’s heavy allocation to real estate provides targeted exposure to a sector with long-term growth potential.
Negative Factors
High Expense Ratio
The ETF charges a relatively high expense ratio, which could eat into investor returns over time.
Underperforming Holdings
Several top holdings, such as Digital Realty and Equinix, have lagged in performance, potentially dragging down the fund.
Sector Concentration Risk
Over 70% of the portfolio is concentrated in the real estate sector, increasing vulnerability to sector-specific downturns.
WTRE vs. SPDR S&P 500 ETF (SPY)
AUM15.19M
RegionGlobal
Expense Ratio0.58%
Beta0.69
IssuerWisdomTree
Inception DateJun 05, 2007
Dividend Yield1.52%
Asset ClassEquity
Index TrackedCenterSquare New Economy Real Estate Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume3,628
30 Day Avg. Volume4,021
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
26.93Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering59
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WTRE Summary
The WisdomTree New Economy Real Estate Fund (WTRE) is an ETF that focuses on innovative real estate companies shaping the future of the industry. It includes businesses involved in technology-driven infrastructure, sustainable urban development, and digital real estate solutions. Some of its top holdings are Prologis, a leader in logistics real estate, and Digital Realty, which specializes in data centers. Investors might consider WTRE for exposure to the growing 'New Economy' real estate sector and diversification beyond traditional property markets. However, since it is heavily focused on real estate, its performance can be impacted by changes in the real estate market or economic conditions.
How much will it cost me?The WisdomTree New Economy Real Estate Fund (WTRE) has an expense ratio of 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on innovative and niche areas within the real estate sector that require more research and expertise.
What would affect this ETF?WTRE's focus on innovative real estate sectors like technology-driven infrastructure and sustainable urban development could benefit from trends such as increasing urbanization, the rise of smart cities, and growing demand for digital solutions. However, challenges like rising interest rates, which can negatively impact real estate valuations, or regulatory changes in key markets could pose risks to its performance. The ETF's global exposure and top holdings in companies like Prologis and Equinix position it to capitalize on long-term growth in the 'New Economy' real estate space.
WTRE Top 10 Holdings
The WisdomTree New Economy Real Estate Fund (WTRE) is leaning heavily into innovative real estate, with Prologis and Goodman Group providing steady support thanks to strong financial performance and stability. However, Digital Realty and American Tower are dragging the fund with mixed results, as valuation concerns and operational challenges weigh on their outlook. AST SpaceMobile stands out as a rising star, delivering impressive gains despite financial hurdles. With a clear focus on real estate and technology-driven infrastructure, this globally diversified ETF is positioned to capture growth in the evolving property market, though some holdings may test investors' patience.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Prologis | 6.48% | $968.69K | $117.91B | 8.36% | 79 Outperform | |
| Goodman Group | 5.44% | $812.82K | AU$66.11B | -12.33% | 57 Neutral | |
| Digital Realty | 5.37% | $803.66K | $57.80B | -7.04% | 70 Outperform | |
| Equinix | 5.29% | $790.90K | $81.49B | -8.70% | 79 Outperform | |
| Crown Castle | 5.00% | $747.31K | $39.33B | -16.91% | 46 Neutral | |
| American Tower | 4.81% | $719.06K | $84.43B | -15.66% | 65 Neutral | |
| Iron Mountain | 4.48% | $670.34K | $30.52B | -17.82% | 61 Neutral | |
| AST SpaceMobile | 3.97% | $594.30K | $25.46B | 190.30% | 54 Neutral | |
| IREN | 3.80% | $568.75K | $18.07B | 645.30% | 63 Neutral | |
| SBA Communications | 3.50% | $523.07K | $21.07B | -14.08% | 67 Neutral |
WTRE Technical Analysis
Neutral
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Price Trends
22.31
Positive
20.87
Positive
19.12
Positive
Market Momentum
0.25
Positive
48.68
Neutral
18.83
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WTRE, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 23.51, equal to the 50-day MA of 22.31, and equal to the 200-day MA of 19.12, indicating a neutral trend. The MACD of 0.25 indicates Positive momentum. The RSI at 48.68 is Neutral, neither overbought nor oversold. The STOCH value of 18.83 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for WTRE.
WTRE Peer Comparison
Comparison Results
Performance Comparison
WTRE
WisdomTree New Economy Real Estate Fund
23.01
4.82
26.50%
SPTE
SP Funds S&P Global Technology ETF
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LPRE
Long Pond Real Estate Select ETF
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BLDG
Cambria Global Real Estate ETF
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DTRE
First Trust Alerian Disruptive Technology Real Estate ETF
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FPRO
Fidelity Real Estate Investment ETF
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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.
Disclaimer
This 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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