(WT) WisdomTree - Performance 15.6% in 12m
WT performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
60.39%
#44 in Peer-Group
Rel. Strength
62.24%
#2805 in Stock-Universe
Total Return 12m
15.58%
#68 in Peer-Group
Total Return 5y
267.95%
#6 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | 27.7 |
| P/E Forward | 15.0 |
| High / Low | USD |
|---|---|
| 52 Week High | 12.20 USD |
| 52 Week Low | 7.67 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 96.43 |
| Buy/Sell Signal +-5 | 0.18 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: WT (15.6%) vs XLF (28%)
5y Drawdown (Underwater) Chart
Top Performer in Asset Management & Custody Banks
Overall best picks of Peer Group - Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability | EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AGF-B TO AGF Management |
14.3% | 65.1% | 260% | 8.53 | 7.45 | 1.25 | 79.0% | 18.1% |
| TSLX NYSE Sixth Street Specialty |
4.93% | 22.2% | 159% | 12.3 | 11.3 | 1.27 | -27.1% | -3.62% |
| ARES NYSE Ares Management |
5.73% | 30.5% | 435% | 100 | 35.1 | 0.63 | 22.1% | -6.74% |
| BK NYSE The Bank of New York Mellon |
2.37% | 55.6% | 187% | 14.7 | 13.4 | 1.2 | 32.4% | 10.4% |
| FHI NYSE Federated Investors |
4.17% | 39.7% | 143% | 11.8 | 10.2 | 0.92 | 26.8% | 22.9% |
| OFS NASDAQ OFS Capital |
6.26% | 12.5% | 240% | 3.76 | 9.2 | 1.67 | -33.2% | -23.5% |
| PNNT NYSE PennantPark Investment |
3.34% | 3.22% | 243% | 9.11 | 9.61 | 0.28 | -21.9% | -23.3% |
| APO NYSE Apollo Global Management |
8.52% | 22% | 239% | 23.1 | 17.1 | 1.37 | 3.80% | -28.4% |
Performance Comparison: WT vs XLF vs S&P 500
XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for WT
| Total Return (including Dividends) | WT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 20.08% | 2.49% | 4.52% |
| 3 Months | 28.03% | 4.63% | 10.25% |
| 12 Months | 15.58% | 27.96% | 14.16% |
| 5 Years | 267.95% | 149.05% | 116.91% |
| Trend Score (consistency of price movement) | WT | XLF | S&P 500 |
|---|---|---|---|
| 1 Month | 96.1% | 26.8% | 79.1% |
| 3 Months | 92.3% | 79.4% | 91.7% |
| 12 Months | -44.5% | 78% | 44% |
| 5 Years | 84.1% | 75.1% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. XLF | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th95.50 | 17.16% | 14.89% |
| 3 Month | %th92.50 | 22.36% | 16.12% |
| 12 Month | %th60.50 | -9.68% | 1.24% |
| 5 Years | %th96.00 | 47.74% | 69.63% |
FAQs
Does WisdomTree (WT) outperform the market?
No,
over the last 12 months WT made 15.58%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 27.96%.
Over the last 3 months WT made 28.03%, while XLF made 4.63%.
Performance Comparison WT vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
WT vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 7.2% | 15.6% | 4.7% | 1% |
| US NASDAQ 100 | QQQ | 6.6% | 14.6% | 3.2% | 1% |
| German DAX 40 | DAX | 6.4% | 19.7% | -10.5% | -15% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 7.9% | 17.6% | 8.7% | -1% |
| Hongkong Hang Seng | HSI | 6.9% | 13.2% | -12.5% | -20% |
| India NIFTY 50 | INDA | 6.9% | 17.8% | 3.7% | 15% |
| Brasil Bovespa | EWZ | 8% | 16.6% | -17% | 5% |
WT vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 6.1% | 13.2% | -1.7% | -12% |
| Consumer Discretionary | XLY | 7.8% | 18.2% | 12.6% | -5% |
| Consumer Staples | XLP | 10.7% | 21.3% | 5.8% | 7% |
| Energy | XLE | 10.6% | 15.5% | 7.3% | 19% |
| Financial | XLF | 7.5% | 17.6% | 1.5% | -12% |
| Health Care | XLV | 8.4% | 18.4% | 11.4% | 22% |
| Industrial | XLI | 7.7% | 16.9% | -2.1% | -8% |
| Materials | XLB | 8.6% | 17.8% | 3.9% | 13% |
| Real Estate | XLRE | 11.9% | 20.6% | 6.3% | 4% |
| Technology | XLK | 6.5% | 11.6% | 2.5% | 5% |
| Utilities | XLU | 9.6% | 19.1% | 1% | -8% |
| Aerospace & Defense | XAR | 5.4% | 10.5% | -16.4% | -36% |
| Biotech | XBI | 8.8% | 16.9% | 17.5% | 26% |
| Homebuilder | XHB | 8.6% | 16.2% | 15.1% | 15% |
| Retail | XRT | 9.5% | 18% | 12.1% | 9% |
WT vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 13.8% | 11.0% | 11.9% | 26% |
| Natural Gas | UNG | 11.5% | 16.6% | 18.1% | 16% |
| Gold | GLD | 12.9% | 21.5% | -15.4% | -24% |
| Silver | SLV | 10.7% | 12.4% | -13.6% | -6% |
| Copper | CPER | 6.4% | 11.5% | -13.8% | 0% |
WT vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 9% | 18.3% | 8.5% | 15% |
| iShares High Yield Corp. Bond | HYG | 9.2% | 18.5% | 5.2% | 5% |