WSDG.L
WisdomTree Global Sustainable Equity UCITS ETF - USD Acc
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 462.5 M
ASSETS UNDER MGMT
29 bp
EXPENSES
Fund Basics
| Inception date | Jun 07, 2024 |
| Regulation | UCITS |
| ISIN | IE000XNILW20 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| APPLE INC | 4.5 % |
| NVIDIA CORP | 4.3 % |
| CISCO SYSTEMS INC | 3.0 % |
| TESLA MOTORS INC | 2.9 % |
| PALO ALTO NETWORKS INC | 2.9 % |
| FORTINET INC | 2.7 % |
| JOHNSON & JOHNSON | 2.5 % |
| NOVARTIS AG | 2.2 % |
| SCHNEIDER ELECTRIC SA | 2.1 % |
| PFIZER INC | 2.0 % |
Constituent Breakdown
| Number of holdings | 110 |
| Herfindahl-Hirschman Index | 180 |
| Wgt avg mkt cap (mns) | $524,566 |
| Large cap (>$10bn) | 94.5% |
| Mid cap ($2-10bn) | 5.2% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 99.7% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
| UNITED STATES | 64.0 % | |
| JAPAN | 6.1 % | |
| CANADA | 4.2 % | |
| IRELAND | 3.9 % | |
| FRANCE | 3.3 % | |
| SWEDEN | 3.0 % | |
| SWITZERLAND | 2.9 % | |
| BRITAIN | 2.5 % | |
| SPAIN | 2.3 % | |
| GERMANY | 1.7 % |
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 | 11.9% | 27.6% | -- | -- | -- | -- | -- | 15.2% |
| Dividend Yield | 0.0% | 0.0% | -- | -- | -- | -- | -- | 0.0% |
| Total Returns | 11.9% | 27.6% | -- | -- | -- | -- | -- | 15.2% | Ann. Volatility | 18.0% | 14.9% | -- | -- | -- | -- | -- | 17.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.68 | 29% |
| MSCI EAFE | 0.50 | 25% |
| MSCI Emg Mkts | 0.36 | 24% |
Liquidity Measures
| Avg. volume (000) | 1 |
| ADV traded (mns) | $0 |
| Turnover | 0.0% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $31.80 |
| Relative strength (RSI) | 62 |
| MACD/Signal | 0.56/0.52 |
| Bollinger Bands (Upper/Lower) | $33.32/$30.95 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. WSDG.L |
Expenses vs. WSDG.L |
ALTAR Score™ vs. WSDG.L |
|---|---|---|---|---|
| XZDU.DE | Xtrackers MSCI USA High Dividend Yield ESG UCITS ETF 1D | 25.2% | -4 bp | +0.1% |
| WPAB.DE | iShares MSCI World Paris-Aligned Climate UCITS ETF | 24.0% | -9 bp | -0.9% |
| WPAD.AS | iShares MSCI World Paris-Aligned Climate UCITS ETF | 24.0% | -9 bp | -0.9% |
| XZDW.DE | Xtrackers MSCI World High Dividend Yield ESG UCITS ETF 1D | 22.2% | -4 bp | +0.4% |
| PABH.PA | Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc EUR Hedge | 22.2% | -4 bp | -0.5% |
| ZPA5.DE | Amundi S&P 500 Climate Paris Aligned UCITS ETF Acc | 22.2% | -22 bp | -0.4% |
| WEBP.DE | Amundi S&P 500 Climate Paris Aligned UCITS ETF Dist | 22.2% | -22 bp | -0.4% |
| XBI0.DE | Xtrackers World Biodiversity Focus SRI UCITS ETF 1C | 22.0% | +1 bp | -0.7% |
| XNZU.L | Xtrackers USA Net Zero Pathway Paris Aligned UCITS ETF 1C | 21.2% | -19 bp | -0.5% |
| XNZW.L | Xtrackers World Net Zero Pathway Paris Aligned UCITS ETF 1C | 21.0% | -10 bp | -0.5% |
Risk and Returns: WSDG.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 6/4/2026
Peer Group Comparison
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ETF Research Center Rating
5.3%
ALTAR SCORE™
66th
PERCENTILE
OVERWEIGHT
ETFRC RATING
There are 726 funds in the Global Equity category with an average
ALTAR Score™ of 4.3% and a standard deviation
of 2.6%. WSDG.L's ALTAR Score™ is approximately 0.4 standard
deviations above the category average. This places WSDG.L in the 66th percentile
among funds in the category.
Sell-Side Consensus
$35.32
PRICE TARGET
+5.3%
UPSIDE