WIMA ETF

WIMA ETF
$41.76
See how much of WIMA you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Oct 2, 2026

Net Assets
$78M
Expense Ratio
0.42%
Dividend Yield (Current)
1.67%
Holdings
500
Inception Date
Mar 12, 2026
Fund Family
WisdomTree Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

Asset Allocation

Stocks: 99.25%
Bonds: 0.01%
Cash: 0.46%
Other: 0.28%
See how much of WIMA you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
ASML:ASASML HOLDING NV3.76%
HSBA:LNHsbc Holdings Plc1.88%
SHEL:LNShell plc1.75%
8306:TKMitsubishi Ufj Financial Group Inc1.49%
NOVN:SMNovartis Ag – Class N1.45%
Top 10 Concentration: 16.58%Report Date: Oct 2, 2026
Download all 500 holdings for WIMA
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
1.67%
Frequency
Quarterly
Latest Distribution
$0.28
Sep 25, 2026
12M Distributions
2 payments
Total: $0.70

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

WIMA ETF Overview

WIMA ETF (WisdomTree International Adaptive Moving Average Fund ETF) is managed by WisdomTree Investments with $78.5M in net assets. WIMA expense ratio is 0.42%, holding 500 positions across sectors including Financials, Industrials, Consumer Discretionary. Inception date: 2026-03-12.

WIMA performance shows data across multiple time periods.. WIMA dividend yield stands at 1.67%, paid quarterly.

WIMA top holdings include ASML HOLDING NV (3.8%), Hsbc Holdings Plc (1.9%), Shell plc (1.8%), Mitsubishi Ufj Financial Group Inc (1.5%), Novartis Ag – Class N (1.4%). Go to all WIMA holdings, WIMA sectors, or WIMA dividends.

WIMA can be compared against other funds. Use WIMA overlap to find shared positions, or WIMA vs another fund for a side-by-side view. WIMA alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-3.45%
YTD
N/A
1 Year
N/A
3 Year
N/A

Top 10 Holdings (16.6% of portfolio)

#TickerNameSectorWeight
1ASML:ASASML HOLDING NVUnknown3.76%
2HSBA:LNHsbc Holdings PlcFinancials1.88%
3SHEL:LNShell plcUnknown1.75%
48306:TKMitsubishi Ufj Financial Group IncUnknown1.49%
5NOVN:SMNovartis Ag – Class NUnknown1.45%
6RHO5:FFRoche Holding Ag- GenusscheinUnknown1.43%
79984:JPSoftbank CorpUnknown1.38%
8NESN:SMNestle SaUnknown1.21%
9SIE:SGSiemens Ag Reg Common StockIndustrials1.15%
10SAN:MABanco SantanderUnknown1.08%