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WDNA - ETF AI Analysis
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WisdomTree BioRevolution Fund (WDNA)
Rating:58Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its strategy.
Leading Health Care Innovators
Top holdings like Moderna, Structure Therapeutics, Eli Lilly, and BioNTech have delivered strong or steady results, helping support the fund’s overall performance.
Global but U.S.-Focused Exposure
While most assets are in U.S. companies, the fund still includes some exposure to other developed markets, adding a bit of international diversification.
Negative Factors
Heavy Health Care Concentration
With the vast majority of assets in the health care sector, the fund is highly sensitive to swings in biotech and pharmaceutical stocks.
Small Asset Base
The fund manages a relatively small amount of money, which can sometimes mean lower trading volume and wider bid-ask spreads for investors.
Moderate Fees for a Niche ETF
The expense ratio is not extremely high but is meaningfully above that of many broad market ETFs, slightly reducing net returns over time.
WDNA vs. SPDR S&P 500 ETF (SPY)
AUM2.36M
RegionDeveloped Markets
Expense Ratio0.45%
Beta0.98
IssuerWisdomTree
Inception DateJun 03, 2021
Dividend Yield4.25%
Asset ClassEquity
Index TrackedWisdomTree BioRevolution Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume748
30 Day Avg. Volume1,572
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
24.29Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering84
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WDNA Summary
The WisdomTree BioRevolution Fund (WDNA) is an ETF that follows the WisdomTree BioRevolution Index, focusing on companies using genetics and biotechnology to change healthcare, agriculture, and other industries. It mainly holds U.S. health care stocks, including well-known names like Moderna and Eli Lilly, along with other firms working on gene editing and advanced medical treatments. Someone might invest in WDNA for growth potential tied to breakthroughs in medicine and genetic technology, and to get a basket of these companies in one fund. A key risk is that biotech stocks can be very volatile and may rise or fall sharply with news and market sentiment.
How much will it cost me?The WisdomTree BioRevolution Fund (WDNA) has an expense ratio of 0.45%, meaning you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it’s an actively managed fund focused on a specialized area of genomics and biotechnology, which requires more research and expertise to manage. The higher cost reflects the targeted exposure to innovative companies in this niche sector.
What would affect this ETF?The WisdomTree BioRevolution Fund (WDNA) could benefit from increased investment in genomic research and biotechnology, driven by advancements in personalized medicine and sustainable agriculture. However, it may face challenges from regulatory hurdles, high research costs, or economic downturns that could impact funding for innovation in healthcare and biotech sectors. Additionally, changes in interest rates or geopolitical tensions in developed markets could influence the performance of its top holdings.
WDNA Top 10 Holdings
WDNA is a pure play on the BioRevolution, heavily tilted toward health care names in developed markets, with a clear bias toward cutting-edge biotech over traditional pharma. Moderna and BioNTech are key swing factors, rebounding on longer-term momentum but still wrestling with post-pandemic growing pains. Eli Lilly and Natera have been more mixed lately, losing a bit of steam after earlier enthusiasm. On the brighter side, steady blue chips like Johnson & Johnson and Amgen help anchor the portfolio, while smaller innovators like Stoke Therapeutics add extra upside torque—and volatility.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Moderna | 4.24% | $98.99K | $18.21B | 40.36% | 59 Neutral | |
| Johnson & Johnson | 2.96% | $69.11K | $590.40B | 49.41% | 78 Outperform | |
| Structure Therapeutics, Inc. Sponsored ADR | 2.89% | $67.61K | $4.83B | 180.03% | 31 Underperform | |
| Eli Lilly & Co | 2.77% | $64.61K | $962.75B | 15.55% | 72 Outperform | |
| Natera | 2.54% | $59.39K | $29.81B | 30.69% | 73 Outperform | |
| Stoke Therapeutics | 2.53% | $59.18K | $1.77B | 311.64% | 70 Outperform | |
| BioNTech SE | 2.46% | $57.50K | $25.96B | -8.22% | 53 Neutral | |
| Pfizer | 2.45% | $57.32K | $155.62B | 1.33% | 74 Outperform | |
| Amgen | 2.39% | $55.84K | $204.70B | 23.68% | 77 Outperform | |
| Twist Bioscience | 2.26% | $52.72K | $3.37B | 17.62% | 43 Neutral |
WDNA Technical Analysis
Positive
―
Price Trends
17.60
Positive
16.89
Positive
15.04
Positive
Market Momentum
0.07
Positive
52.70
Neutral
86.71
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WDNA, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 18.01, equal to the 50-day MA of 17.60, and equal to the 200-day MA of 15.04, indicating a neutral trend. The MACD of 0.07 indicates Positive momentum. The RSI at 52.70 is Neutral, neither overbought nor oversold. The STOCH value of 86.71 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WDNA.
WDNA Peer Comparison
Comparison Results
Performance Comparison
WDNA
WisdomTree BioRevolution Fund
17.98
4.13
29.82%
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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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