WGRO.L
WisdomTree Global Quality Growth UCITS ETF - USD Acc
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 5.2 M
ASSETS UNDER MGMT
35 bp
EXPENSES
Fund Basics
| Inception date | Feb 24, 2025 |
| Regulation | UCITS |
| ISIN | IE000Y83YZ44 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| ALPHABET INC. CLASS A | 8.4 % |
| NVIDIA CORP | 8.0 % |
| APPLE INC | 7.4 % |
| AMAZON.COM INC | 6.7 % |
| MICROSOFT CORP | 5.9 % |
| BROADCOM INC. | 4.8 % |
| TESLA MOTORS INC | 3.3 % |
| META PLATFORMS INC | 3.2 % |
| ELI LILLY & CO | 2.5 % |
| MICRON TECHNOLOGY INC | 2.3 % |
Constituent Breakdown
| Number of holdings | 200 |
| Herfindahl-Hirschman Index | 318 |
| Wgt avg mkt cap (mns) | $1,584,067 |
| Large cap (>$10bn) | 98.0% |
| Mid cap ($2-10bn) | 0.1% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 98.5% |
| Emerging mkts. | 0.4% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 72.1 % |
 |
JAPAN | 5.9 % |
 |
CANADA | 3.0 % |
 |
NETHERLANDS | 2.6 % |
 |
BRITAIN | 2.6 % |
 |
SWEDEN | 1.9 % |
 |
FRANCE | 1.9 % |
 |
SWITZERLAND | 1.6 % |
 |
GERMANY | 1.3 % |
 |
ITALY | 1.0 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 11.1% | 32.8% | -- | -- | -- | -- | -- | 25.1% |
| Dividend Yield | 0.0% | 0.0% | -- | -- | -- | -- | -- | 0.0% |
| Total Returns | 11.1% | 32.8% | -- | -- | -- | -- | -- | 25.1% | Ann. Volatility | 19.6% | 16.4% | -- | -- | -- | -- | -- | 20.2% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.92 | 44% |
| MSCI EAFE | 0.59 | 29% |
| MSCI Emg Mkts | 0.49 | 35% |
Liquidity Measures
| Avg. volume (000) | 0 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $30.47 |
| Relative strength (RSI) | 65 |
| MACD/Signal | 0.65/0.63 |
| Bollinger Bands (Upper/Lower) | $32.11/$29.86 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. WGRO.L |
Expenses vs. WGRO.L |
ALTAR Score™ vs. WGRO.L |
|---|---|---|---|---|
| QGRW.L | WisdomTree US Quality Growth UCITS ETF - USD Acc | 69.4% | -2 bp | +0.1% |
| R1GR.L | iShares Russell 1000 Growth UCITS ETF | 61.3% | -17 bp | +1.1% |
| XBUZ.DE | Xtrackers USA Biodiversity Focus SRI UCITS ETF 1C | 52.6% | -5 bp | +0.8% |
| USAS.PA | Amundi MSCI USA Screened UCITS ETF Acc | 52.2% | -30 bp | +0.9% |
| SASU.L | iShares MSCI USA Screened UCITS ETF | 52.2% | -28 bp | +0.9% |
| SDUS.L | iShares MSCI USA Screened UCITS ETF | 52.2% | -28 bp | +1.0% |
| V3NB.L | Vanguard ESG North America All Cap UCITS ETF - (USD) Accumul | 51.0% | -23 bp | +1.3% |
| V3NM.L | Vanguard ESG North America All Cap UCITS ETF - (USD) Distrib | 51.0% | -23 bp | -3.6% |
| XRSM.DE | Xtrackers MSCI USA Screened UCITS ETF 1C | 50.7% | -28 bp | +0.8% |
| XNZU.L | Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C | 50.1% | -25 bp | +1.2% |
Risk and Returns: WGRO.L vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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ETF Research Center Rating
3.6%
ALTAR SCORE™
41st
PERCENTILE
NEUTRAL
ETFRC RATING
There are 727 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. WGRO.L's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places WGRO.L in the 41st percentile
among funds in the category.
Sell-Side Consensus
$36.58
PRICE TARGET
+13.5%
UPSIDE