WIZE

CrowdInvest Wisdom
N/A

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  • Overview
  • Efficiency
  • Tradability
  • Fit

WIZE Fund Description

The CrowdInvest Wisdom Fund invests in US- listed securities according to a selection and weighting methodology rooted in a monthly public poll through the CrowdInvest Internet Platform mobile application.

WIZE Factset Analytics Insight

This fund is closed. Its last day of trading was 9/27/16.

The CrowdInvest Wisdom Fund tracks the CrowdInvest Wisdom Index, which is comprised of US- listed securities select and weighted according to the results of a public poll taken through the CrowdInvest Internet Platform mobile application. Registered app users vote upon which stocks are included in the Index by predicting whether a given security will increase or decrease in value. (Users also have the option to “skip” a stock.) The stocks are then ranked by the net percentage of increase votes, with the top 35 securities being included in the index. Up to four component securities can be substituted during every monthly rebalance. In the event that not enough users participate in the poll, the index will choose the top 35 eligible stocks by market capitalization and equal- weight the portfolio. WIZE charges a high fee in context.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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WIZE Top 10 Countries

WIZE Top 10 Sectors

WIZE Top 10 Holdings

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WIZE Summary Data

Exchange Traded Concepts
CrowdInvest
04/26/16
Open-Ended Fund
0.95%
$2.5M
$52K
0.19%

WIZE Portfolio Data

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WIZE Index Data

CrowdInvest Wisdom Index
Proprietary
Committee
MSCI USA Investable Markets_net

Related ETFs to WIZE

N/A
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

WIZE Portfolio Management

0.95%
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WIZE Tax Exposures

20% / 39.6%
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Qualified dividends
No

WIZE Fund Structure

Open-Ended Fund
No
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No Policy
N/A
N/A
Closing
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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LAST 10 TRADES
TIMEPRICESHARES
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Bats BZX Real-time Quote - 23:59:59
Daily Spread
Premium/Discount
Volume

WIZE Factset Analytics Block Liquidity

As of 11/22/17
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of WIZE. WIZE is rated a 5 out of 5.

WIZE Tradability

1,865
$52K
0
0
0.19%
$0.05
-0.31%
4.76% / -2.06%
None
100%
25,000
0
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0%
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$25
5

WIZE Sector/Industry BreakdownView All

WIZESegment Benchmark
17.82% 26.91%
14.16% 18.84%
16.90% 18.67%
9.43% 14.01%
13.76% 9.68%
13.02% 7.21%

WIZE Top 10 HoldingsView All

WIZE Geographic Exposure

WIZESegment Benchmark
99.85% 97.20%
-- 2.80%
0.08% --
0.05% --
0.01% --
0.02% --

WIZESegment Benchmark
99.93% 97.20%
0.07% 2.80%
0.00% / 0.00% 0.00% / 0.00%

WIZE Performance Statistics

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MSCI USA Investable Markets_net

WIZE BENCHMARK COMPARISON

    WIZE
    -- Holdings
    Segment Benchmark
    -- Constituents
    Shared Holdings
    -- (Count)
     
    -- (Weight)
WIZESegment Benchmark
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