WTRE - ETF AI Analysis
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WisdomTree New Economy Real Estate Fund (WTRE)
Rating:60Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its strategy.
Leading Real Estate and Infrastructure Holdings
Several top positions in data centers, logistics facilities, and communications infrastructure have delivered strong results, helping drive the fund’s returns.
Global Diversification
Holdings spread across the U.S., Europe, Asia, and Australia help reduce the impact of weakness in any single country.
Negative Factors
High Sector Concentration
A large majority of the portfolio is in real estate, which can make the fund more sensitive to property market and interest rate changes.
Moderately High Expense Ratio
The fund’s fees are on the higher side for an ETF, which can slightly reduce long-term returns compared with lower-cost options.
Mixed Performance Among Top Holdings
While many top positions are performing well, a few larger holdings have shown weak or negative results, which can weigh on overall performance if that continues.
WTRE vs. SPDR S&P 500 ETF (SPY)
AUM15.40M
RegionGlobal
Expense Ratio0.58%
Beta0.72
IssuerWisdomTree
Inception DateJun 05, 2007
Dividend Yield2.35%
Asset ClassEquity
Index TrackedCenterSquare New Economy Real Estate Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,657
30 Day Avg. Volume3,316
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
29.27Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering61
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WTRE Summary
The WisdomTree New Economy Real Estate Fund (WTRE) is an ETF that follows the CenterSquare New Economy Real Estate Index, focusing on modern, tech-driven real estate rather than just traditional office or retail buildings. It holds companies like Equinix and Digital Realty, which run data centers, and American Tower, which owns cell towers that support mobile and internet networks. Someone might invest in WTRE to get diversified exposure to real estate that benefits from growth in data, wireless, and digital infrastructure. A key risk is that it is heavily tied to the real estate and tech-related sectors, so its price can rise or fall sharply with those markets.
How much will it cost me?The WisdomTree New Economy Real Estate Fund (WTRE) has an expense ratio of 0.58%, which means you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on innovative and niche areas within the real estate sector that require more research and expertise.
What would affect this ETF?WTRE's focus on innovative real estate sectors like technology-driven infrastructure and sustainable urban development could benefit from trends such as increasing urbanization, the rise of smart cities, and growing demand for digital solutions. However, challenges like rising interest rates, which can negatively impact real estate valuations, or regulatory changes in key markets could pose risks to its performance. The ETF's global exposure and top holdings in companies like Prologis and Equinix position it to capitalize on long-term growth in the 'New Economy' real estate space.
WTRE Top 10 Holdings
WTRE is leaning hard into the “new economy” side of real estate, with data-center giants Equinix and Digital Realty helping to power the fund as demand for digital infrastructure keeps their shares rising. Logistics leader Prologis has been a steadier contributor, while Iron Mountain’s push into data centers adds another bright spot. On the flip side, tower players like American Tower are treading water and Crown Castle is clearly lagging, acting as a brake. With a global mix of holdings, the fund is concentrated in tech-heavy real estate rather than traditional office or retail landlords.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Prologis | 5.90% | $907.74K | $142.60B | 36.73% | 76 Outperform | |
| Equinix | 5.51% | $848.44K | $100.60B | 28.90% | 73 Outperform | |
| Digital Realty | 5.15% | $792.07K | $62.19B | -0.48% | 69 Neutral | |
| Goodman Group | 4.89% | $752.47K | AU$60.14B | -5.94% | 54 Neutral | |
| American Tower | 4.86% | $748.43K | $79.23B | -26.24% | 71 Outperform | |
| Iron Mountain | 4.21% | $648.23K | $36.84B | 25.83% | 55 Neutral | |
| Crown Castle | 4.06% | $624.42K | $34.55B | -26.52% | 45 Neutral | |
| Nebius Group | 3.45% | $531.24K | $44.72B | 248.71% | 46 Neutral | |
| SBA Communications | 3.27% | $503.87K | $19.69B | -22.36% | 67 Neutral | |
| Cellnex Telecom SA | 3.21% | $494.04K | €16.70B | -27.13% | 60 Neutral |
WTRE Technical Analysis
Negative
―
Price Trends
25.14
Negative
24.20
Negative
23.21
Positive
Market Momentum
-0.45
Positive
33.03
Neutral
16.42
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WTRE, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 24.39, equal to the 50-day MA of 25.14, and equal to the 200-day MA of 23.21, indicating a neutral trend. The MACD of -0.45 indicates Positive momentum. The RSI at 33.03 is Neutral, neither overbought nor oversold. The STOCH value of 16.42 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WTRE.
WTRE Peer Comparison
Comparison Results
Performance Comparison
WTRE
WisdomTree New Economy Real Estate Fund
24.10
4.33
21.90%
BCFN
Baron Financials ETF
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NBET
Neuberger Berman Energy Transition & Infrastructure Etf
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FMED
Fidelity Disruptive Medicine ETF
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FPRO
Fidelity Real Estate Investment ETF
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DTRE
First Trust Alerian Disruptive Technology Real Estate 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.
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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