WCBR

WisdomTree Cybersecurity Fund
*Unless otherwise stated, data provided by FactSet.

WCBR Fund Description

WCBR tracks an index of developed market companies primarily involved in cybersecurity and security-oriented technology.

WCBR Factset Analytics Insight

WCBR tracks an index of companies primarily involved in cybersecurity and security-oriented technology, listed in developed markets. Eligibility starts by selecting at least 25 companies who derive at least 50% of their revenue from the cybersecurity theme, and also exhibit growth greater than 7% over the trailing three years (5% for old constituents). The index then weights these companies by assigning two scores to each stock: “Focus Scores” are based on the degree of involvement in the cybersecurity theme and “Revenue Growth Scores” are based on annual revenue growth over the trailing three years. Companies who receive high scores on both metrics are overweighted, while companies who receive low scores on both metrics are assigned a underweighted. All others are assigned a 1x weight. The Index is reconstituted and rebalanced semi-annually.

WCBR MSCI ESG Analytics Insight

WisdomTree Cybersecurity Fund has an MSCI ESG Fund Rating of BBB based on a score of 4.73 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. WisdomTree Cybersecurity Fund ranks in the 26th percentile within its peer group and in the 26th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

PERFORMANCE [as of 06/10/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
WCBR 8.81% 5.35% -- -- -- -- --
WCBR (NAV) 12.52% 8.21% -- -- -- -- --
N/A -- -- -- -- -- -- --
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

WCBR Summary Data

WisdomTree
01/28/21
Open-Ended Fund
0.45%
$19.50M
$298.07K
0.47%

WCBR Portfolio Data

$14.96B
-155.77
16.08
--
N/A
25

WCBR Index Data

N/A
Fundamental
Fundamental
N/A

WCBR Portfolio Management

0.45%
--
--
--

WCBR Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

WCBR Fund Structure

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

WCBR Factset Analytics Block Liquidity

As of 06/11/21
5
4
3
2
1

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

WCBR Tradability

13,344
$298.07K
10,828
$241.81K
0.47%
$0.10
0.25%
1.07% / -0.36%
None
89.00%
--
--
--
--
0
$23.46
N/A

WCBR Top 10 Holdings[View All]

Rapid7 Inc. 5.74%
53.53%

WCBR Countries


WCBR
Segment Benchmark
91.84%
--
4.17%
--
4.00%
--

WCBR Regions


WCBR
Segment Benchmark
91.84%
--
4.17%
--
4.00%
--

WCBR Economic Development


WCBR
Segment Benchmark
100.00%
--

WCBR Performance Statistics

--
--
--
--
0.00%
N/A

WCBR MSCI ESG Ratings

4.73 / 10
26.21
26.48
--
0.62%
11.98

WCBR Benchmark Comparison Holdings

25
--
--
0.00%

WCBR Benchmark Comparison Summary


WCBR
Segment Benchmark
25
--
$14.96B
--
-155.77
--
16.08
--
0.24%
--
High
High

WCBR Benchmark Comparison Market Cap Size


WCBR
Segment Benchmark
44.14%
--
47.82%
--
5.05%
--
2.99%
--

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.