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WTRE - ETF AI Analysis
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WisdomTree New Economy Real Estate Fund (WTRE)
Rating:60Neutral
Price Target:―
Positive Factors
Solid Year-To-Date Performance
The fund has delivered strong gains so far this year, showing positive momentum for investors.
Global Real Estate Exposure
Holdings spread across the U.S., Europe, and Asia provide geographic diversification instead of relying on a single country.
Beneficial Mix of Real Estate and Technology-Linked Assets
A focus on real estate supported by technology and communication services companies offers exposure to growing “new economy” property themes like data centers and towers.
Negative Factors
High Sector Concentration in Real Estate
With most assets in the real estate sector, the fund is heavily exposed to property market cycles and interest rate changes.
Mixed Performance Among Top Holdings
Several of the largest positions have shown weak or lagging results this year, which can drag on overall returns even as others perform strongly.
Relatively High Expense Ratio for an ETF
The fund charges a higher ongoing fee than many broad, low-cost ETFs, which can reduce net returns over time.
WTRE vs. SPDR S&P 500 ETF (SPY)
AUM15.19M
RegionGlobal
Expense Ratio0.58%
Beta0.62
IssuerWisdomTree
Inception DateJun 05, 2007
Dividend Yield2.09%
Asset ClassEquity
Index TrackedCenterSquare New Economy Real Estate Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,197
30 Day Avg. Volume3,641
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
27.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering58
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
WTRE Summary
WisdomTree New Economy Real Estate Fund (WTRE) is an ETF that follows the CenterSquare New Economy Real Estate Index, focusing on modern real estate tied to technology and infrastructure rather than just traditional office or retail buildings. It holds companies like Prologis and Digital Realty, which own logistics facilities and data centers that support e-commerce and the internet. Someone might invest in WTRE to get diversified exposure to real estate that could benefit from long-term trends like digital growth and urbanization. A key risk is that it is still a real estate-focused fund, so its price can rise or fall with the property market and interest rates.
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 essentially a bet on the “new plumbing” of the digital economy, with data centers, logistics, and towers doing most of the heavy lifting. Prologis has been a steady engine, while Iron Mountain and fast-rising AST SpaceMobile add some extra horsepower, though ASTS brings plenty of risk along with its momentum. Digital Realty and Equinix are helping, but their recent trading has been choppy, and tower names like Crown Castle are clearly lagging. The fund is heavily tilted to real estate infrastructure with a global footprint, not just the U.S.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Prologis | 7.00% | $1.07M | $132.11B | 14.99% | 76 Outperform | |
| Equinix | 5.89% | $903.60K | $93.95B | 2.42% | 73 Outperform | |
| Digital Realty | 5.59% | $857.07K | $62.16B | 10.16% | 69 Neutral | |
| Goodman Group | 5.45% | $836.78K | AU$63.43B | -6.43% | 54 Neutral | |
| American Tower | 4.97% | $761.87K | $89.93B | 1.44% | 71 Outperform | |
| Crown Castle | 4.85% | $744.10K | $39.36B | 2.75% | 45 Neutral | |
| Iron Mountain | 4.59% | $703.90K | $32.49B | 15.11% | 55 Neutral | |
| AST SpaceMobile | 4.52% | $693.91K | $30.31B | 157.04% | 54 Neutral | |
| Cellnex Telecom SA | 3.82% | $585.39K | €20.39B | 6.15% | 60 Neutral | |
| SBA Communications | 3.47% | $532.84K | $21.39B | -2.24% | 67 Neutral |
WTRE Technical Analysis
Positive
―
Price Trends
22.25
Positive
22.28
Positive
20.64
Positive
Market Momentum
0.29
Negative
61.25
Neutral
86.29
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For WTRE, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 23.14, equal to the 50-day MA of 22.25, and equal to the 200-day MA of 20.64, indicating a bullish trend. The MACD of 0.29 indicates Negative momentum. The RSI at 61.25 is Neutral, neither overbought nor oversold. The STOCH value of 86.29 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WTRE.
WTRE Peer Comparison
Comparison Results
Performance Comparison
WTRE
WisdomTree New Economy Real Estate Fund
23.73
6.41
37.01%
FMED
Fidelity Disruptive Medicine ETF
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BCFN
Baron Financials ETF
―
―
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NBET
Neuberger Berman Energy Transition & Infrastructure Etf
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―
―
DTRE
First Trust Alerian Disruptive Technology Real Estate ETF
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―
―
FPRO
Fidelity Real Estate Investment 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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