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.

PERFORMANCE [as of 03/24/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
WBAT -2.62% 5.56% 4.86% -17.62% -- -- --
WBAT (NAV) -2.95% 5.70% 5.01% -17.38% -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

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

WisdomTree
02/17/22
0.45%
$5.11M
WisdomTree Battery Solutions Index
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

$0.00B 5 Days
$0.00B 30 Days
$0.00B 90 Days

WBAT Portfolio Data

$24.38B
32.51
2.15
0.43%
N/A
126

WBAT Index Data

WisdomTree Battery Solutions Index
Tiered
Multi-Factor
N/A

WBAT Portfolio Management

0.45%
--
--
--

WBAT Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

WBAT Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
High
Daily

Factset Analytics Block Liquidity

As of 03/27/23

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 Tradability

691
$24.26K
400
$14.61K
0.35%
$0.12
0.10%
1.91% / -1.52%
None
32.65%
3,000
0.13
--
0.01%
8
$33.69
4

WBAT Sector/Industry Breakdown

WBAT Segment
Benchmark
38.33% --
20.87% --
14.73% --
11.41% --
5.58% --
3.24% --
2.29% --
1.90% --
0.79% --
0.31% --

WBAT Top 10 Holdings

3.66%
3.24%
2.96%
2.76%
2.73%
2.43%
2.11%
1.96%
27.48%

WBAT Performance Statistics

--
--
--
--
--
N/A

WBAT Countries

WBAT Segment
Benchmark
25.53% --
22.70% --
12.40% --
8.75% --
5.83% --
5.12% --
3.40% --
3.02% --
2.89% --
2.62% --

WBAT Regions

WBAT Segment
Benchmark
51.84% --
27.49% --
19.97% --
0.70% --

WBAT Economic Development

WBAT Segment
Benchmark
73.83% --
26.17% --

WBAT Benchmark Comparison Holdings

126
--
--
--

WBAT Benchmark Comparison Summary

WBAT Segment
Benchmark
126 --
$24.38B --
32.51 --
2.15 --
1.17% --
Low --

WBAT Benchmark Comparison Market Cap Size

WBAT Segment
Benchmark
33.77% --
41.26% --
21.99% --
2.87% --

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.