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WDNA - ETF AI Analysis
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WisdomTree BioRevolution Fund (WDNA)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid returns so far this year, indicating strong momentum in its holdings.
Focused Exposure to Health Care
With a significant allocation to the health care sector, the fund benefits from a targeted approach to a growing industry.
Reasonable Expense Ratio
The ETF has a relatively low expense ratio, making it cost-effective compared to many actively managed funds.
Negative Factors
High Geographic Concentration in the U.S.
The fund is heavily weighted toward U.S. companies, limiting diversification across global markets.
Mixed Performance Among Top Holdings
Some of the largest positions, such as BioNTech and Moderna, have underperformed year-to-date, which could impact overall returns.
Sector Overconcentration
The ETF is heavily concentrated in the health care sector, which increases vulnerability to sector-specific risks.
WDNA vs. SPDR S&P 500 ETF (SPY)
AUM2.63M
RegionDeveloped Markets
Expense Ratio0.45%
Beta0.98
IssuerWisdomTree
Inception DateJun 03, 2021
Dividend Yield4.36%
Asset ClassEquity
Index TrackedWisdomTree BioRevolution Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume895
30 Day Avg. Volume1,567
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
23.29Price 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 focuses on companies leading advancements in genomics and biotechnology. It includes firms working on gene editing, personalized medicine, and sustainable agriculture. Some well-known companies in the fund are Moderna and Pfizer, both recognized for their contributions to healthcare innovation. This ETF could be appealing to investors looking for growth opportunities in cutting-edge science and technology. However, it’s important to note that the fund is heavily concentrated in healthcare, meaning its performance can be sensitive to changes in that sector.
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
The WisdomTree BioRevolution Fund (WDNA) is heavily concentrated in healthcare, with genomic and biotech innovators like Eli Lilly and Johnson & Johnson providing steady growth and stability. Rising stars such as Structure Therapeutics and Stoke Therapeutics are driving momentum with strong technical performance and promising R&D advancements, though their speculative nature adds risk. Moderna and Pfizer, while key players, are lagging due to revenue challenges and mixed sentiment around their strategic outlooks. With a focus on developed markets, this fund is a bet on the future of personalized medicine and groundbreaking genetic research.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Structure Therapeutics, Inc. Sponsored ADR | 3.06% | $81.29K | $4.16B | 175.68% | 31 Underperform | |
| Eli Lilly & Co | 3.01% | $79.99K | $1.01T | 45.12% | 72 Outperform | |
| Moderna | 2.92% | $77.36K | $13.40B | -1.80% | 59 Neutral | |
| Natera | 2.88% | $76.29K | $32.41B | 42.04% | 73 Outperform | |
| Johnson & Johnson | 2.60% | $69.00K | $492.44B | 44.88% | 78 Outperform | |
| Beam Therapeutics | 2.48% | $65.86K | $2.80B | 31.91% | 58 Neutral | |
| ― | 2.40% | $63.71K | ― | ― | ― | |
| Pfizer | 2.35% | $62.24K | $144.87B | -4.32% | 74 Outperform | |
| BioNTech SE | 2.31% | $61.41K | $24.01B | -10.16% | 53 Neutral | |
| RegenXBio | 2.30% | $61.06K | $738.59M | 113.90% | 54 Neutral |
WDNA Technical Analysis
Positive
―
Price Trends
16.51
Positive
15.81
Positive
14.23
Positive
Market Momentum
0.28
Negative
63.81
Neutral
77.58
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 17.12, equal to the 50-day MA of 16.51, and equal to the 200-day MA of 14.23, indicating a bullish trend. The MACD of 0.28 indicates Negative momentum. The RSI at 63.81 is Neutral, neither overbought nor oversold. The STOCH value of 77.58 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
17.65
3.94
28.74%
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WISE
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FOWF
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TINY
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EFRA
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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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