WTRE - ETF AI Analysis
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WisdomTree New Economy Real Estate Fund (WTRE)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-To-Date Performance
The fund has delivered strong gains so far this year, showing solid momentum in its strategy.
Leading Real Estate and Infrastructure Holdings
Several of the largest positions, such as major logistics, data center, and storage REITs, have shown strong performance and help support the fund’s returns.
Global Diversification Within Real Estate
Exposure to real estate and related companies across the U.S., Europe, and Asia helps reduce the impact of problems in any single country.
Negative Factors
High Sector Concentration in Real Estate
Most of the portfolio is tied to the real estate sector, which can make the fund more sensitive to property market cycles and interest rate changes.
Several Weak Top Holdings
A number of the larger positions have shown weak or lagging performance this year, which can drag on overall returns if the trend continues.
Moderately High Expense Ratio
The fund’s fees are not especially low, which means a bigger slice of returns goes to costs instead of to investors.
WTRE vs. SPDR S&P 500 ETF (SPY)
AUM14.52M
RegionGlobal
Expense Ratio0.58%
Beta0.77
IssuerWisdomTree
Inception DateJun 05, 2007
Dividend Yield2.65%
Asset ClassEquity
Index TrackedCenterSquare New Economy Real Estate Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,479
30 Day Avg. Volume2,554
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
29.64Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering56
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WTRE Summary
The WisdomTree New Economy Real Estate Fund (WTRE) is an ETF that follows the CenterSquare New Economy Real Estate Index. It focuses on modern real estate businesses tied to technology and infrastructure, such as data centers, warehouses, and cell towers, rather than just traditional office buildings or malls. Well-known holdings include Prologis and Equinix. Investors might consider WTRE for growth and diversification, since it spreads money across many innovative real estate companies in the U.S. and abroad. A key risk is that it is heavily tied to the real estate sector, so its value can rise or fall sharply with property and interest-rate trends.
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
WTRE is essentially a bet on “new economy” real estate, with data centers and cell towers steering the ship. Equinix and Digital Realty have been relatively steady to rising over the year, helping support returns even as short-term momentum cools. Iron Mountain adds another bright spot with its data-center pivot, though it’s been choppy lately. On the flip side, Goodman Group and Crown Castle are clearly lagging, dragging on performance. The fund is heavily tilted toward real estate tied to digital infrastructure, with a global footprint spanning the U.S., Europe, and Australia.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Equinix | 5.32% | $769.70K | $101.81B | 28.39% | 73 Outperform | |
| Digital Realty | 5.14% | $743.54K | $66.95B | 3.60% | 69 Neutral | |
| American Tower | 5.08% | $734.18K | $77.43B | -10.33% | 71 Outperform | |
| Iron Mountain | 5.05% | $730.85K | $34.46B | 9.83% | 55 Neutral | |
| Prologis | 5.01% | $724.08K | $123.39B | 11.23% | 76 Outperform | |
| Goodman Group | 4.93% | $712.91K | AU$53.69B | -13.44% | 54 Neutral | |
| SBA Communications | 4.79% | $692.59K | $18.08B | -9.18% | 67 Neutral | |
| AST SpaceMobile | 4.74% | $685.16K | $23.60B | -34.40% | 54 Neutral | |
| Cellnex Telecom SA | 4.57% | $660.71K | €14.98B | -24.65% | 60 Neutral | |
| Crown Castle | 4.38% | $633.51K | $29.36B | -28.43% | 45 Neutral |
WTRE Technical Analysis
Negative
―
Price Trends
23.52
Negative
24.19
Negative
23.59
Negative
Market Momentum
-0.41
Positive
34.89
Neutral
29.80
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WTRE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 22.81, equal to the 50-day MA of 23.52, and equal to the 200-day MA of 23.59, indicating a bearish trend. The MACD of -0.41 indicates Positive momentum. The RSI at 34.89 is Neutral, neither overbought nor oversold. The STOCH value of 29.80 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WTRE.
WTRE Peer Comparison
Comparison Results
Performance Comparison
WTRE
WisdomTree New Economy Real Estate Fund
21.95
-0.42
-1.88%
RACK
VanEck Data Center Supply Chain ETF
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NBET
Neuberger Berman Energy Transition & Infrastructure Etf
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FPRO
Fidelity Real Estate Investment ETF
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DTRE
First Trust Alerian Disruptive Technology Real Estate ETF
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CRIB
Russell Investments Global Real Estate 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.
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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