WTRE - ETF AI Analysis

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WisdomTree New Economy Real Estate Fund (WTRE)

Rating:60Neutral

Price Target:―

The WisdomTree New Economy Real Estate Fund (WTRE) has a balanced overall rating, reflecting both strengths and challenges within its portfolio. Prologis (PLD), the fund's largest holding, contributes positively with strong financial performance and robust leasing activity, positioning it well in its sector. Similarly, Equinix (EQIX) and American Tower (AMT) add strength through strategic growth and solid earnings. However, weaker holdings like Crown Castle (CCI), which faces declining revenue and operational challenges, and AST SpaceMobile (ASTS), with financial instability, weigh on the fund's rating. A key risk factor is the fund's exposure to companies with high leverage and valuation concerns, which could impact stability during market downturns.

Positive Factors

Strong Year-to-Date Performance

The ETF has delivered solid year-to-date returns, indicating strong overall performance.

Global Diversification

The fund includes exposure to multiple countries outside the U.S., reducing reliance on a single market.

Focus on Real Estate Sector

The ETF’s heavy allocation to real estate provides targeted exposure to a sector with long-term growth potential.

Negative Factors

High Expense Ratio

The ETF charges a relatively high expense ratio, which could eat into investor returns over time.

Underperforming Holdings

Several top holdings, such as Digital Realty and Equinix, have lagged in performance, potentially dragging down the fund.

Sector Concentration Risk

Over 70% of the portfolio is concentrated in the real estate sector, increasing vulnerability to sector-specific downturns.

WTRE vs. SPDR S&P 500 ETF (SPY)

AUM14.20M

RegionGlobal

Expense Ratio0.58%

Beta0.64

IssuerWisdomTree

Inception DateJun 05, 2007

Dividend Yield2.34%

Asset ClassEquity

Index TrackedCenterSquare New Economy Real Estate Index - Benchmark TR Gross

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume2,196

30 Day Avg. Volume3,310

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

27.07

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering58

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

WTRE Summary

The WisdomTree New Economy Real Estate Fund (WTRE) is an ETF that focuses on innovative real estate companies shaping the future of the industry. It includes businesses involved in technology-driven infrastructure, sustainable urban development, and digital real estate solutions. Some of its top holdings are Prologis, a leader in logistics real estate, and Digital Realty, which specializes in data centers. Investors might consider WTRE for exposure to the growing 'New Economy' real estate sector and diversification beyond traditional property markets. However, since it is heavily focused on real estate, its performance can be impacted by changes in the real estate market or economic conditions.

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

The WisdomTree New Economy Real Estate Fund (WTRE) is leaning heavily into the real estate sector, with a focus on innovative infrastructure and digital solutions. Prologis is a steady performer, buoyed by strong leasing activity, while AST SpaceMobile is rising sharply, adding a spark of optimism to the fund. However, lagging names like Digital Realty and Crown Castle are dragging performance, weighed down by operational challenges and bearish trends. With a global mix and a tilt toward tech-driven real estate, the fund offers a forward-looking approach but faces headwinds from several underperforming holdings.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
PLD	Prologis	7.20%	$1.01M	$122.81B	22.30%	76 Outperform
GMG	Goodman Group	5.81%	$812.05K	AU$64.72B	-9.50%	54 Neutral
DLR	Digital Realty	5.31%	$742.65K	$53.31B	-12.98%	69 Neutral
CCI	Crown Castle	5.25%	$733.78K	$38.26B	-2.52%	45 Neutral
EQIX	Equinix	5.23%	$730.48K	$74.50B	-19.03%	73 Outperform
AMT	American Tower	5.05%	$706.35K	$81.83B	-3.00%	71 Outperform
ASTS	AST SpaceMobile	4.37%	$610.42K	$28.68B	213.92%	54 Neutral
IRM	Iron Mountain	3.81%	$531.95K	$24.08B	-21.70%	55 Neutral
CLNX	Cellnex Telecom SA	3.72%	$519.27K	€18.29B	-2.09%	60 Neutral
SBAC	SBA Communications	3.69%	$516.17K	$20.52B	-5.22%	67 Neutral

WTRE Technical Analysis

Technical Analysis Sentiment

Negative

Last Price―

Price Trends

50DMA

21.90

Negative

100DMA

21.41

Negative

200DMA

19.62

Positive

Market Momentum

MACD

-0.12

Negative

RSI

48.08

Neutral

STOCH

48.88

Neutral

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 21.30, equal to the 50-day MA of 21.90, and equal to the 200-day MA of 19.62, indicating a neutral trend. The MACD of -0.12 indicates Negative momentum. The RSI at 48.08 is Neutral, neither overbought nor oversold. The STOCH value of 48.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WTRE.

WTRE Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
WTRE	―	―	$14.20M	0.58%	―
KNCT	―	―	$96.04M	0.40%	―
SPTE	―	―	$85.07M	0.55%	―
BLDG	―	―	$46.37M	0.59%	―
DTRE	―	―	$15.32M	0.60%	―
FPRO	―	―	$13.30M	0.57%	―

Performance Comparison

WTRE

WisdomTree New Economy Real Estate Fund

21.28

4.50

26.82%

KNCT

Invesco Next Gen Connectivity Etf

―

SPTE

SP Funds S&P Global Technology ETF

―

BLDG

Cambria Global Real Estate ETF

―

DTRE

First Trust Alerian Disruptive Technology Real Estate ETF

―

FPRO

Fidelity Real Estate Investment ETF

―

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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