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WisdomTree International Adaptive Moving Average Fund (WIMA) ETF Holdings & Analysis
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What WIMA does
WIMA is passively managed, providing adaptive exposure to US t-bills and international stocks ex-NA. The fund utilizes a trend-following signal based on a 200-day moving average crossover, where the ratio of the indexs current price to its 200-day average determines the allocation. If the ratio remains above 1.01 for two days, the portfolio fully allocates to stocks. Conversely, a ratio of 1.01 or below shifts it to T-bills. The fund also incorporates a breadth overlay that can trigger an early re-entry into equities. If more than 15% of the index constituents trade above their own 200-day averages, even while the system is allocated to T-bills. Additionally, a 5% stop-loss triggers a rebalance back into treasuries if the market declines sharply following an equity allocation. WIMA may use futures, ETFs, money market instruments, and cash equivalents to obtain or hedge exposure. Because the strategy adjusts allocations actively and frequently, a high portfolio turnover is expected.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| ASML HOLDING NV | 3.22% | |
| SHELL PLC | 1.97% | |
| HSBC HOLDINGS PLC | 1.79% | |
| Roche Holding Ag | 1.64% | |
| NOVARTIS AG-REG | 1.59% | |
| MITSUBISHI UFJ FINANCIAL GRO | 1.39% | |
| NESTLE SA-REG | 1.36% | |
| SAP SE | 1.21% | |
| TOTALENERGIES SE | 1.15% | |
| TOYOTA MOTOR CORP | 1.14% |
Geographic allocation
| Netherlands | 5.45% |
| United Kingdom | 13.92% |
| Switzerland | 8.01% |
| Japan | 24.74% |
| Other | 11.60% |
| Germany | 6.31% |
| France | 6.23% |
| Spain | 3.73% |
| Australia | 5.26% |
| Italy | 2.61% |
PortView Portfolio Insights
PortView analyzes how WIMA fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does WIMA track?
- WIMA is the WisdomTree International Adaptive Moving Average Fund, a Other ETF.
- What is the expense ratio of WIMA?
- Expense ratio data for WIMA is shown on the page when available from our data provider.
- What are the largest holdings in WIMA?
- Top holdings include ASML, SHEL, HSBA.L, ROP.SW, NOVN.SW.
- How can PortView analyze WIMA overlap with other ETFs?
- PortView computes the holdings overlap between WIMA and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.