WBAT WisdomTree Battery Value Chain and Innovation Fund
What is WBAT?
WBAT tracks a tier-weighted index that provides global exposure to companies involved in battery & energy storage solutions and innovation. The index uses a multi-factor investment process to select and weight equities.
WBAT Factset Analytics Insight
WBAT is passively managed to provide exposure to the global battery & energy storage solutions value chain. The index divides the value chain into four segments: (i) raw materials, (ii) manufacturing, (iii) enablers or building block components, and (iv) emerging technologies. The selection universe also includes companies which introduce or service innovative technologies. Eligible companies must derive at least 50% revenue from any of the value chain segments or from innovation. To select securities, the index ranks companies based on an intensity rating that indicates a company’s involvement in the battery & energy storage solutions value chain, and a composite risk score which combines quality and momentum factors. The four value chain segments are initially weighted equally in the portfolio. Securities within each segment are then weighted according to an adjusted intensity rating, subject to a 3.5% single issuer cap. The index reconstitutes and rebalances semi-annually.
WBAT Summary Data
WBAT Portfolio Data
WBAT Index Data
WBAT Portfolio Management
WBAT Tax Exposures
WBAT Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WBAT. WBAT is rated a 4 out of 5.
WBAT Sector/Industry Breakdown
WBAT Top 10 Holdings
WBAT Performance Statistics
WBAT Economic Development
WBAT Benchmark Comparison Summary
WBAT Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.