Wisdomtree Battery Value Etf Profile
| WBAT Etf | USD 27.68 0.27 0.97% |
PerformanceInsignificant
| Odds Of DistressLow
|
WisdomTree Battery is selling for under 27.68 as of the 22nd of March 2025; that is 0.97 percent decrease since the beginning of the trading day. The etf's last reported lowest price was 27.55. WisdomTree Battery has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The adviser employs a passive management investment approach designed to track the performance of the index. Battery Value is traded on BATS Exchange in the United States. More on WisdomTree Battery Value
Moving against WisdomTree Etf
WisdomTree Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Theme ETFs, Strategy ETFs, Technology, WisdomTree (View all Sectors) |
| Issuer | WisdomTree |
| Inception Date | 2022-02-17 |
| Benchmark | WisdomTree Battery Value Chain and Innovation Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 2.83 Million |
| Asset Type | Equity |
| Category | Strategy |
| Focus | Theme |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | State Street Bank and Trust Company |
| Advisor | WisdomTree Asset Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | Foreside Fund Services, LLC |
| Portfolio Manager | Marlene Walker-Smith, David France, Todd Frysinger, Vlasta Sheremeta, Michael Stoll |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Jun |
| Exchange | Cboe BZX Exchange, Inc. |
| Number of Constituents | 134 |
| Market Maker | Flow Traders |
| Total Expense | 0.45 |
| Management Fee | 0.45 |
| Country Name | USA |
| Returns Y T D | 3.01 |
| Name | WisdomTree Battery Value Chain and Innovation Fund |
| Currency Code | USD |
| Open Figi | BBG013165XQ1 |
| In Threey Volatility | 24.99 |
| 1y Volatility | 17.67 |
| 200 Day M A | 26.8581 |
| 50 Day M A | 27.0829 |
| Code | WBAT |
| Updated At | 21st of March 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | (0.56) |
WisdomTree Battery Value [WBAT] is traded in USA and was established 2022-02-15. The fund is listed under Technology category and is part of WisdomTree family. The entity is thematically classified as Theme ETFs. WisdomTree Battery Value at this time have 4.61 M in net assets. , while the total return for the last 3 years was -10.4%.
Check WisdomTree Battery Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on WisdomTree Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding WisdomTree Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as WisdomTree Battery Value Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
WisdomTree Battery Value Currency Exposure
WisdomTree Battery Value holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of WisdomTree Battery will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in WisdomTree Battery Value.
Top WisdomTree Battery Value Etf Constituents
| 600549 | Xiamen Tungsten Co | Stock | Materials | |
| JCI | Johnson Controls International | Stock | Industrials | |
| NDA | Aurubis AG | Stock | Copper | |
| SQM | Sociedad Quimica y | Stock | Materials | |
| 300001 | Qingdao TGOOD Electric | Stock | Industrials | |
| 601311 | Camel Group Co | Stock | Industrials | |
| ALFEN | Alfen Beheer BV | Stock | Industrials | |
| SIE | Siemens Aktiengesellschaft | Stock | Specialty Industrial Machinery |
WisdomTree Battery Value Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Battery. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0094 | |||
| Jensen Alpha | 0.0452 | |||
| Total Risk Alpha | 0.1069 | |||
| Sortino Ratio | 0.0504 |
WisdomTree Battery Against Markets
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in WisdomTree Battery Value. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.
The market value of WisdomTree Battery Value is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Battery's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Battery's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Battery's market value can be influenced by many factors that don't directly affect WisdomTree Battery's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Battery's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Battery is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Battery's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.