WTRE.L
WisdomTree New Economy Real Estate UCITS ETF - USD Acc
Global
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 11.1 M
ASSETS UNDER MGMT
45 bp
EXPENSES
Fund Basics
| Inception date | Feb 07, 2022 |
| Regulation | UCITS |
| ISIN | IE000MO2MB07 |
| Distributions | |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | No |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| AST SPACEMOBILE, INC. CLASS A | 6.3 % |
| PROLOGIS INC | 5.1 % |
| EQUINIX INC | 5.1 % |
| DIGITAL REALTY TRUST INC | 4.9 % |
| AMERICAN TOWER CORP-CL A | 4.8 % |
| GOODMAN GROUP | 4.7 % |
| CROWN CASTLE INTL CORP | 4.2 % |
| IRON MOUNTAIN INC | 3.8 % |
| NEBIUS GROUP NV | 3.8 % |
| CELLNEX TELECOM S.A. | 3.4 % |
Constituent Breakdown
| Number of holdings | 62 |
| Herfindahl-Hirschman Index | 304 |
| Wgt avg mkt cap (mns) | $27,720 |
| Large cap (>$10bn) | 54.1% |
| Mid cap ($2-10bn) | 30.8% |
| Small cap (<$2bn) | 7.3% |
| Developed mkts. | 95.1% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 61.5 % |
 |
AUSTRALIA | 7.7 % |
 |
BRITAIN | 5.0 % |
 |
SINGAPORE | 4.7 % |
 |
JAPAN | 4.0 % |
 |
NETHERLANDS | 3.8 % |
 |
SPAIN | 3.4 % |
 |
BELGIUM | 1.7 % |
 |
ITALY | 1.4 % |
 |
FRANCE | 1.3 % |
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 | 22.8% | 52.6% | 27.3% | 21.1% | -- | -- | -- | 7.6% |
| Dividend Yield | 0.0% | 0.0% | 0.0% | 0.0% | -- | -- | -- | 0.0% |
| Total Returns | 22.8% | 52.6% | 27.3% | 21.1% | -- | -- | -- | 7.6% | Ann. Volatility | 23.0% | 21.1% | 19.3% | 19.3% | -- | -- | -- | 19.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.78 | 19% |
| MSCI EAFE | 0.62 | 19% |
| MSCI Emg Mkts | 0.53 | 25% |
Liquidity Measures
| Avg. volume (000) | 1 |
| ADV traded (mns) | $0 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.00% |
Technical Indicators
| 30d moving avg. (EMA) | $32.40 |
| Relative strength (RSI) | 60 |
| MACD/Signal | 0.77/0.66 |
| Bollinger Bands (Upper/Lower) | $34.58/$31.02 |
| Short interest (% of AUM) | 0.0% |
Distributions
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. WTRE.L |
Expenses vs. WTRE.L |
ALTAR Score™ vs. WTRE.L |
|---|---|---|---|---|
| WNER.L | WisdomTree New Economy Real Estate UCITS ETF - USD | 95.1% | 0 bp | +0.0% |
| VPN.L | Global X Data Center & Digital Infrastructure UCITS ETF | 28.4% | +5 bp | -0.7% |
| EPRA.L | Amundi FTSE EPRA NAREIT Global UCITS ETF Acc | 24.2% | -21 bp | +3.3% |
| 10AJ.DE | Amundi FTSE EPRA NAREIT Global UCITS ETF Dist | 24.2% | -21 bp | +3.2% |
| XDRE.DE | Xtrackers Developed Green Real Estate ESG UCITS ETF 1C | 20.1% | -27 bp | +3.4% |
| XIFE.DE | Xtrackers Global Infrastructure ESG UCITS ETF 1C | 11.8% | -10 bp | +2.1% |
Risk and Returns: WTRE.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
3.8%
ALTAR SCORE™
43rd
PERCENTILE
NEUTRAL
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%. WTRE.L's ALTAR Score™ is approximately -0.2 standard
deviations above the category average. This places WTRE.L in the 43rd percentile
among funds in the category.
Sell-Side Consensus
$36.09
PRICE TARGET
+6.0%
UPSIDE