WDNA - ETF AI Analysis
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WisdomTree BioRevolution Fund (WDNA)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Recent Year-to-Date Performance
The fund has delivered solid gains so far this year, showing positive momentum for investors.
Leading Winners in Top Holdings
Several of the largest positions, including companies like Twist Bioscience, Moderna, and Darling Ingredients, have shown strong performance, helping drive the ETF’s returns.
Focused Exposure to Innovative Health Care
With most assets in the health care sector and a theme around biotechnology and innovation, the fund targets companies positioned to benefit from advances in medical and biological technologies.
Negative Factors
High Sector Concentration in Health Care
Because the vast majority of the portfolio is in health care, the fund is heavily exposed to downturns or regulatory changes affecting that single sector.
Limited Geographic Diversification
The ETF is dominated by U.S. holdings, offering only small exposure to other countries and reducing the benefits of global diversification.
Moderate Fees for a Thematic ETF
The expense ratio is higher than many broad market index funds, which means more of the fund’s returns are used to cover costs each year.
WDNA vs. SPDR S&P 500 ETF (SPY)
AUM2.29M
RegionDeveloped Markets
Expense Ratio0.45%
Beta0.95
IssuerWisdomTree
Inception DateJun 03, 2021
Dividend Yield4.39%
Asset ClassEquity
Index TrackedWisdomTree BioRevolution Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume806
30 Day Avg. Volume638
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
25.39Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering79
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. Someone might invest in this ETF to seek long-term growth from advances in gene editing, personalized medicine, and other cutting-edge biotech trends, while getting a basket of related companies instead of picking single stocks. A key risk is that biotech stocks can be very volatile, so the fund’s value can rise and fall sharply.
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 very much a health‑care and biotech story, with names like Eli Lilly and Johnson & Johnson providing a steadier backbone while more experimental players set the tone. Twist Bioscience and Moderna have been rising over the past few months, helping power the fund’s BioRevolution theme, even if Moderna’s recent stretch has looked a bit tired. On the flip side, Stoke Therapeutics and Immunome have been lagging, adding some bumpiness. With holdings largely in developed markets, this ETF is a concentrated bet on cutting‑edge genomics rather than broad global diversification.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Eli Lilly & Co | 3.87% | $90.08K | $1.00T | 49.22% | 72 Outperform | |
| Twist Bioscience | 3.72% | $86.61K | $3.77B | 114.33% | 43 Neutral | |
| Moderna | 3.62% | $84.38K | $18.60B | 78.52% | 59 Neutral | |
| United Therapeutics | 3.02% | $70.39K | $24.13B | 84.76% | 79 Outperform | |
| Johnson & Johnson | 3.01% | $70.19K | $564.11B | 53.22% | 78 Outperform | |
| Immunome | 2.78% | $64.67K | $2.45B | 155.12% | 63 Neutral | |
| Darling Ingredients | 2.59% | $60.22K | $9.31B | 85.80% | 69 Neutral | |
| Stoke Therapeutics | 2.39% | $55.62K | $1.83B | 213.46% | 70 Outperform | |
| Corteva | 2.23% | $51.95K | $53.21B | 15.20% | 75 Outperform | |
| Beam Therapeutics | 2.21% | $51.41K | $2.95B | 70.17% | 58 Neutral |
WDNA Technical Analysis
Positive
―
Price Trends
17.63
Negative
17.76
Negative
16.61
Positive
Market Momentum
-0.12
Positive
47.67
Neutral
52.90
Neutral
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 17.68, equal to the 50-day MA of 17.63, and equal to the 200-day MA of 16.61, indicating a neutral trend. The MACD of -0.12 indicates Positive momentum. The RSI at 47.67 is Neutral, neither overbought nor oversold. The STOCH value of 52.90 is Neutral, 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
17.56
5.80
49.32%
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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.
DisclaimerThis 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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