The total return over the past 12 months is +56.18% vs. +17.77% for the S&P 500. So far it's up +33.49% this year. Includes price appreciation + reinvested dividends.
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +53.44% | +26.12% | N/A | N/A | N/A | N/A |
| Total Return CAGR | +56.18% | +27.04% | N/A | N/A | N/A | N/A |
| Revenue CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Net Income CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| EPS CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Free Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Operating Cash Flow CAGR | N/A | N/A | N/A | N/A | N/A | N/A |
| Dividends CAGR | (3.73%) | N/A | N/A | N/A | N/A | N/A |
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
WisdomTree Artificial Intelligence and Innovation Fund (WTAI)
| Year | Start Value | End Value | WTAI Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 120.33 | 160.63 | +33.49% | +8.94% | +24.55% |
| 2025 | 89.25 | 120.33 | +34.82% | +17.72% | +17.10% |
| 2024 | 83.78 | 89.25 | +6.53% | +24.89% | (18.36%) |
| 2023 | 57.24 | 83.78 | +46.37% | +26.19% | +20.18% |
| 2022 | 99.19 | 57.24 | (42.30%) | (18.17%) | (24.13%) |
