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WDGF - ETF AI Analysis
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WisdomTree Global Defense Fund (WDGF)
Rating:63Neutral
Price Target:
$31.00
Positive Factors
Strong Top Holdings
Several key holdings, such as Palantir Technologies and Rheinmetall, have delivered strong year-to-date performance, boosting the ETF's overall returns.
Global Exposure
The ETF invests in companies across multiple countries, including the USA, UK, France, and India, providing geographic diversification.
Reasonable Expense Ratio
The fund's expense ratio of 0.45% is competitive for a specialized ETF, helping investors retain more of their returns.
Negative Factors
Sector Concentration
The ETF is heavily weighted toward the Industrials sector, which makes up over 84% of the portfolio, increasing vulnerability to sector-specific risks.
Underperforming Holdings
Some top holdings, such as Lockheed Martin and Boeing, have shown weak year-to-date performance, potentially dragging down overall returns.
Limited Emerging Market Exposure
The fund has minimal exposure to emerging markets like India and Israel, which could limit growth opportunities.
WDGF vs. SPDR S&P 500 ETF (SPY)
AUM2.13M
RegionGlobal
Expense Ratio0.45%
Beta1.29
IssuerWisdomTree
Inception DateSep 12, 2025
Dividend YieldN/A
Asset ClassEquity
Index TrackedWisdomTree Global Defense Index - Benchmark TR Net
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,608
30 Day Avg. Volume1,499
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
34.55Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering91
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WDGF Summary
The WisdomTree Global Defense Fund (WDGF) is an ETF that focuses on companies in the aerospace and defense industry, tracking the WisdomTree Global Defense Index. It includes businesses that earn at least 25% of their revenue from defense-related activities, such as Lockheed Martin and Boeing. This ETF is a way to invest in global defense trends and technological advancements, making it appealing for those looking to diversify their portfolio with a sector tied to national security. However, it’s important to note that the fund’s performance is closely tied to the defense industry, which can be affected by changes in government spending and geopolitical events.
How much will it cost me?The WisdomTree Global Defense Fund (WDGF) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because the fund is focused on a specific sector and tracks a niche index, requiring more active management compared to broad-market ETFs.
What would affect this ETF?The WisdomTree Global Defense Fund (WDGF) could benefit from increased global defense spending driven by geopolitical tensions and technological advancements in aerospace and defense. However, it may face challenges if governments reduce defense budgets due to economic pressures or if stricter regulations impact the operations of its top holdings. The ETF’s global exposure and focus on companies like Lockheed Martin and Palantir Technologies position it to capitalize on innovation but also make it sensitive to international policy changes.
WDGF Top 10 Holdings
The WisdomTree Global Defense Fund (WDGF) is firmly rooted in the aerospace and defense sector, with a global mix of heavyweights driving its performance. Stocks like Rheinmetall and Palantir are rising stars, buoyed by strong financial results, though bearish technical trends and valuation concerns temper their momentum. On the flip side, Boeing is dragging the fund with weak financial performance and bearish sentiment. The ETF leans heavily on industrials, with technology playing a supporting role, making it a focused play on defense innovation and global security trends.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| RTX | 5.52% | $118.78K | $230.81B | 42.73% | 75 Outperform | |
| General Dynamics | 5.38% | $115.62K | $92.13B | 19.90% | 80 Outperform | |
| Palantir Technologies | 5.33% | $114.65K | $389.81B | 148.78% | 69 Neutral | |
| Thales | 5.16% | $110.94K | €46.51B | 58.01% | 73 Outperform | |
| Lockheed Martin | 5.05% | $108.58K | $104.69B | -13.50% | 70 Outperform | |
| Northrop Grumman | 5.00% | $107.62K | $81.27B | 15.79% | 75 Outperform | |
| BAE Systems | 4.60% | $98.91K | £47.33B | 27.08% | 61 Neutral | |
| Rheinmetall | 4.34% | $93.36K | €67.35B | 138.53% | 58 Neutral | |
| L3Harris Technologies | 4.09% | $87.87K | $51.69B | 12.14% | 70 Neutral | |
| Boeing | 4.03% | $86.66K | $138.67B | 18.81% | 44 Neutral |
WDGF Technical Analysis
Negative
―
Price Trends
31.06
Negative
Market Momentum
-0.69
Positive
30.72
Neutral
9.06
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WDGF, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 30.19, equal to the 50-day MA of 31.06, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.69 indicates Positive momentum. The RSI at 30.72 is Neutral, neither overbought nor oversold. The STOCH value of 9.06 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WDGF.
WDGF Peer Comparison
Comparison Results
Performance Comparison
WDGF
WisdomTree Global Defense Fund
28.80
-2.23
-7.19%
FDCF
Fidelity Disruptive Communications ETF
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CANC
Tema Oncology ETF
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NATO
Themes Transatlantic Defense ETF
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SHPP
Pacer Industrials and Logistics ETF
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SUPL
ProShares Supply Chain Logistics ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
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.Date of analysis: ―
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