WDIV - ETF AI Analysis
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SPDR S&P Global Dividend ETF (WDIV)
WDIV, the SPDR S&P Global Dividend ETF, appears to offer solid but not outstanding quality, supported by strong dividend-paying companies across regions. Top holdings like Canadian Natural and Russel Metals contribute positively through robust financial performance, efficient operations, and supportive technical and valuation signals, while Pfizer adds stable income with generally favorable momentum despite some revenue and legal headwinds. The main risk factor is that several key holdings show bearish or mixed technical trends and leverage or liquidity concerns, which can increase volatility even though the overall portfolio is diversified.
WDIV vs. SPDR S&P 500 ETF (SPY)
- AUM
- 281.10M
- Region
- Global
- Expense Ratio
- 0.40%
- Beta
- 0.40
- Issuer
- State Street
- Inception Date
- May 29, 2013
- Dividend Yield
- 4.20%
- Asset Class
- Equity
- Index Tracked
- S&P Global Dividend Aristocrats Index sp_43
WDIV Summary
WDIV is the SPDR S&P Global Dividend ETF, which follows the S&P Global Dividend Aristocrats Index. It invests in companies around the world that have a strong history of paying steady, often rising dividends. The fund holds well-known names like Pfizer and Altria, along with many international firms, across sectors such as financials, utilities, and real estate. Someone might invest in WDIV to seek regular income and global diversification in one simple investment. A key risk is that stock prices and dividend payments can go up or down with the market and economic conditions.
How much will it cost me?
WDIV has an expense ratio of 0.40%, which means you’ll pay about $4 per year for every $1,000 invested. That’s a bit higher than the cheapest index ETFs because it follows a more specialized, rules-based strategy focused on global high-dividend stocks rather than a plain broad market index.
What would affect this ETF?
Future returns for WDIV will benefit if global economic growth stays steady, supporting dividend payments from its mix of financials, utilities, real estate, and energy companies across many countries, and if income-focused investors continue to favor high-dividend stocks. On the negative side, rising interest rates, economic slowdowns in key regions, company-specific issues at major holdings like Lenovo, Legal & General, or Altria, or regulatory changes affecting dividends could pressure payouts and reduce the ETF’s appeal.
WDIV Top 10 Holdings
WDIV leans into a global mix of steady dividend payers, with Canadian Natural quietly powering returns thanks to rising energy momentum and solid fundamentals. Teleperformance and APA Group are also pulling their weight, reflecting improving sentiment in services and infrastructure. On the flip side, Lenovo has been lagging, acting like a small brake on performance despite its longer-term story, while Highwoods Properties and Northwest Bancshares show more mixed, choppy trends. Overall, the fund is diversified across sectors and regions, avoiding heavy concentration in any single name or country.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 HK:0992 | Lenovo Group | 2.21% | $6.18M | HKD 262.93B | 77.95% | 70Outperform |
 GB:LGEN | Legal & General | 1.97% | $5.51M | GBP 16.21B | 26.64% | 61Neutral |
 FR:TEP | Teleperformance | 1.81% | $5.07M | EUR 4.81B | 29.64% | 72Outperform |
 AU:APA | APA Group | 1.73% | $4.83M | AUD 15.02B | 23.71% | 63Neutral |
 MO | Altria Group | 1.76% | $4.91M | $129.80B | 36.58% | 64Neutral |
 HIW | Highwoods Properties | 1.66% | $4.64M | $3.42B | 8.17% | 65Neutral |
 TSE:CNQ | Canadian Natural | 1.60% | $4.47M | CAD 161.66B | 75.55% | 81Outperform |
 PFE | Pfizer | 1.52% | $4.25M | $173.95B | 25.65% | 74Outperform |
 NWBI | Northwest Bancshares | 1.50% | $4.21M | $2.23B | 29.37% | 69Neutral |
WDIV Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WDIV, the sentiment is Positive. The current price of 82.74 is above the 20-day moving average (MA) of 81.79, below the 50-day MA of 82.75, and above the 200-day MA of 79.71, indicating a neutral trend. The MACD of 0.03 indicates Negative momentum. The RSI at 56.85 is Neutral, neither overbought nor oversold. The STOCH value of 73.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WDIV.
WDIV Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| WDIV | $82.74 | $86.00(3.94% Upside) | $281.10M | 0.40% | 60Neutral |
 DEW | $72.40 | $79.35(9.61% Upside) | $169.20M | 0.58% | 67Neutral |
 DIVD | $45.65 | $49.44(8.29% Upside) | $25.87M | 0.49% | 69Neutral |
 DVGR | $26.92 | $31.94(18.67% Upside) | $17.14M | 0.65% | 73Outperform |
 ZINC | $26.48 | $28.44(7.38% Upside) | $9.78M | 0.55% | 67Neutral |
 DIVH | $25.20 | $28.38(12.59% Upside) | $5.06M | 0.67% | 71Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| WDIV | SPDR S&P Global Dividend ETF | 82.74 | 13.44 | 19.39% | |
| DEW | WisdomTree Global High Dividend Fund | 72.40 | 15.05 | 26.24% | |
| DIVD | Altrius Global Dividend ETF Altrius Global Divid ETF | 45.65 | 10.15 | 28.58% | |
| DVGR | DAC 3D Dividend Growth ETF | 26.92 | 2.13 | 8.60% | |
| ZINC | Zacks Income ETF | 26.48 | 1.43 | 5.71% | |
| DIVH | Integrity Dividend Harvest ETF | 25.20 | 0.13 | 0.50% |
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.