WTAI Wisdom Tree Artificial Intelligence and Innovation Fund
What is WTAI?
WTAI tracks an equally-weighted index of globally-listed stocks whose businesses are derived from artificial intelligence and innovation. Selection and weighting are overseen by a committee.
WTAI Factset Analytics Insight
WTAI provides exposure to an index of global companies focusing on AI and innovation technologies with high-growth characteristics. Selection of constituents is governed by an index committee, which handpicks companies that generate at least 50% of their revenue from AI and innovation activities, including those related to software, semiconductors, hardware technology, machine learning, and innovative products, while meeting investability and liquidity requirements. Companies are also screened based on business activities that are against its ESG criteria, including controversial weapons, nuclear power, tobacco, and coal mining. Securities are equally-weighted of which the index committee has discretion to manage allocation using market forecasts, as well as quantitative and qualitative criteria. The fund may be suitable for investors looking for a diversified portfolio of global firms with multi-sector access to the AI megatrend. The Index index is reconstituted semi-annually.
WTAI Summary Data
WTAI Portfolio Data
WTAI Index Data
WTAI Portfolio Management
WTAI Tax Exposures
WTAI Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of WTAI. WTAI is rated a N/A out of 5.
WTAI Sector/Industry Breakdown
WTAI Top 10 Holdings
WTAI Performance Statistics
WTAI Economic Development
WTAI Benchmark Comparison Summary
WTAI 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.