WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Performance:84.91%(TTM)
The total return for WisdomTree Artificial Intelligence and Innovation Fund (WTAI) stock is +84.91% over the past 12 months vs. +24.11% for the S&P 500. So far it's up +44.13% this year. Includes price appreciation + reinvested dividends.
WisdomTree Artificial Intelligence and Innovation Fund (WTAI) Compound Annual Growth Rates (CAGR) Summary
| Category | 1Y (TTM) | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Price CAGR | +78.93% | +30.02% | - | - | - | - |
| Total Return CAGR | +84.91% | +31.78% | - | - | - | - |
| Revenue CAGR | - | - | - | - | - | - |
| Net Income CAGR | - | - | - | - | - | - |
| EPS CAGR | - | - | - | - | - | - |
| Free Cash Flow CAGR | - | - | - | - | - | - |
| Operating Cash Flow CAGR | - | - | - | - | - | - |
| Dividends CAGR | +1158.20% | +157.87% | - | - | - | - |
CAGR Trends History
Visualize historical growth rates over rolling horizons. Use the dropdown to select different metric vectors.
WTAI Total Return CAGR Chart
WisdomTree Artificial Intelligence and Innovation Fund (WTAI)
Annual Total Returns Comparison
| Year | Start Value | End Value | WTAI Return | SPY Return | Outperformance |
|---|---|---|---|---|---|
| 2026(YTD) | 120.33 | 173.43 | +44.13% | +8.49% | +35.64% |
| 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%) |
About WisdomTree Artificial Intelligence and Innovation Fund
This fund aims to provide investors with exposure to publicly traded companies globally, spanning both developed and emerging markets, which are predominantly involved in the burgeoning sectors of Artificial Intelligence and groundbreaking innovation. The fund's industry concentration directly mirrors that of its benchmark index; consequently, if the index focuses heavily on particular industries, the fund will do the same. As a key characteristic, it operates as a non-diversified fund.
- Sector
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